Search Results for: Global Financial Services

AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative
Fintech News

Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative

PR Newswire
by PR Newswire0
The BCU-led CUSO will leverage Paperwork’s comprehensive technology to expand its mission of financial wellness for all Life.Money.You.– the CUSO formed by BCU to spearhead its financial wellness efforts – has announced its partnership with Paperwork, a comprehensive financial wellness platform focused on improving the financial health of credit union......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
SaS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis
Analytics News Risk Management

SAS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis

PR Newswire
by PR Newswire0
Report highlights elevated insurance risk offerings with powerful asset-liability management capabilities As inflation and interest rates surge alongside evolving regulation, analytics offer a compass for regulators, (re)insurers and their clients navigating nebulous outlooks. Amidst turbulent market conditions, independent research firm Chartis declared analytics giant SAS a RiskTech Quadrant Leader in......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Scientific Financial Systems Launches Quotient on the Snowflake Data Cloud
Finance Investment Services News

Scientific Financial Systems Launches Quotient on the Snowflake Data Cloud

PR Newswire
by PR Newswire0
Quotient, Powered by Snowflake, to drive Speed, Scalability, and Performance Scientific Financial Systems, Inc. (SFS) is pleased to announce the migration of Quotient, its flagship Advanced Analytical and Data Management application, to the Snowflake Data Cloud. Quotient, Powered by Snowflake, will allow financial companies to take advantage of the robust quantitative analytics tool set with the......
Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme
Investment Services News

Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme

PR Newswire
by PR Newswire0
Bitpanda Technology Solutions, Bitpanda’s Software-as-a-Service solution,  empowers banks, brokers, fintechs and online platforms to rapidly offer trading and investment services for asset classes such as Crypto, Stocks/ETFs, Precious metals & Commodities to their end customers In partnership with Austrian fintech unicorn Bitpanda, Visa’s partners will gain the opportunity to access Bitpanda’s......
Hexaware and Xceptor Partner to Offer Innovative Data Automation Solutions for Banking and Financial Services
Finance Fintech News

Hexaware and Xceptor Partner to Offer Innovative Data Automation Solutions for Banking and Financial Services

PR Newswire
by PR Newswire0
Hexaware Technologies, a global IT services company, and Xceptor, a leading data automation platform provider, have launched a new Center of Excellence and Solution factory in Pune, India. The partnership combines Hexaware’s banking & financial services expertise and technical delivery capabilities with Xceptor’s best-in-class platform for automating data workflows to offer......
11:11 Systems Announces New Case Study with Automated Financial Systems
Lending News

11:11 Systems Announces New Case Study with Automated Financial Systems

Business Wire
by Business Wire0
Modernizing its legacy systems and simplifying the company’s disaster recovery strategy led AFS to select 11:11 for secure and reliable access to its data 11:11 Systems (“11:11”), a managed infrastructure solutions provider,  announced a new case study with Automated Financial Systems (AFS). In business for over 50 years, AFS is......
Risk Strategies Acquires Parady Financial Group
News Risk Management

Risk Strategies Acquires Parady Financial Group

GlobeNewswire
by GlobeNewswire0
Adds to specialty capabilities of National Financial and Wealth Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition......
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