Search Results for: Financial Professionals

ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association
Finance Fintech News

ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association

Fintech News Desk
by Fintech News Desk0
CFMA’s D&I Task Force has met biweekly since July 2020 but officially becomes a Committee on April 1; Orr receives 2020-21 Chairman’s Challenge Coin for D&I work on behalf of CFMA The Construction Financial Management Association (CFMA) has named ProNovos founder and Chief Data Scientist Bruce Orr the incoming Chair of its new Diversity & Inclusion......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Fintech News Risk Management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment

Fintech News Desk
by Fintech News Desk0
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals
Fintech Investment Services Machine Learning News

Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals

Fintech News Desk
by Fintech News Desk0
Machine Learning-Powered Bookkeeping Leader to Supercharge the Accounting Industry’s Success by Dedicating Their Offering to Accounting Firms Botkeeper, a leading Machine Learning-powered bookkeeping solution, is turning the accounting industry on its ear in 2021. The “service as a software” pioneer that has provided both a direct to SMB and wholesale solution......
Global Financial Firms Agree Automation, Remote Collaboration, Cloud, and Data Analytics are Biggest RegTech Priorities Following COVID-19 Pandemic
Cloud Fintech News Risk Management

Global Financial Firms Agree Automation, Remote Collaboration, Cloud, and Data Analytics are Biggest RegTech Priorities Following COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
The 2020 AxiomSL annual user conferences in North America and EMEA regions have produced a clear consensus among global financial risk and regulatory compliance professionals on the most critical issues for the year ahead. According to surveys of participants in both events, automation, remote collaboration, cloud, and data analytics need to be......
The Beans Financial Planning Program for America's Care Workers Expands in Michigan
B2B Banking Business Economy Fintech News

The Beans Financial Planning Program for America’s Care Workers Expands in Michigan

Fintech News Desk
by Fintech News Desk0
Announces Partnerships with Muskegon Area Intermediate School District, Michigan Community Health Worker Alliance, and Boys & Girls Club of the Muskegon Lakeshore The Beans, a financial care company offering fintech tools, experiences, and community for America’s Care Workers, announced new partnerships with the Muskegon Area Intermediate School District, Michigan Community......
CGI And OP Financial Group Expand Partnership To Include Digital Services For Insurance
Banking Business Cryptocurrency Digital Economy Fintech InsurTech News Risk Management

CGI And OP Financial Group Expand Partnership To Include Digital Services For Insurance

Fintech News Desk
by Fintech News Desk0
CGI and OP Financial Group have signed an agreement that deepens their long-term application development and management partnership, dating back to 2013. CGI will be responsible for developing and delivering digital services for OP Financial Group’s insurance operations. Read More: BitGo Blog: Discusses Bitcoin’s First Movers and Growing Mainstream Acceptance as More......
Western Union Integrates With Swift gpi
Business Fintech Investment Services News Risk Management

LexisNexis Risk Solutions and Accuity Merge Operations to Create One of the Largest Global Providers of Financial Crime Compliance Solutions

Fintech News Desk
by Fintech News Desk0
Accuity and LexisNexis Risk Solutions announced they are merging operations. Both businesses are RELX companies and leaders in their respective focus areas in the global financial crime compliance sector with complementary solutions. Accuity is part of the LexisNexis Risk Solutions group of companies (LexisNexis Risk Solutions Group). The companies operate......
Financial Institutions Say Governments Must Take More Active Role in AML Efforts to Improve Effectiveness: ACAMS Survey
Banking News Risk Management

Financial Institutions Say Governments Must Take More Active Role in AML Efforts to Improve Effectiveness: ACAMS Survey

Fintech News Desk
by Fintech News Desk0
Financial institutions welcome plans to regulate firms for anti-money laundering (AML) efficacy but say more input is needed from governmental officials to ensure that their compliance efforts are effective, according to a new global survey of financial crime experts commissioned by ACAMS. The survey, which was launched in partnership with......
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