Search Results for: Private Client

About 6 in 10 Cardholders Say They're Better Off Financially Than Expected When Pandemic Began
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About 6 in 10 Cardholders Say They’re Better Off Financially Than Expected When Pandemic Began

Fintech News Desk
by Fintech News Desk0
New CompareCards report shows stark divide between sexes Nearly 6 in 10 credit cardholders say they are better off financially today than they expected to be when the pandemic began, according to a new report from CompareCards, although there were stark differences between responses from men and women. Read More: iCapital Network......
Kasasa “Report Card” Provides Actionable Insights to Financial Institution Clients
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Kasasa Partners with NXTsoft’s OmniConnect Marketplace to Deliver Seamless Loan Experience to Community Financial Institutions

Fintech News Desk
by Fintech News Desk0
Partnership provides real-time consumer access to Kasasa Loan status Kasasa®, an award-winning financial technology and marketing provider, has partnered with NXTsoft, the market leader in API connectivity, to enhance the lending process for community banks and credit unions and their borrowers. Read More: iCapital Network Divests Right to Acquire Private Client......
Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor
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Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Fintech News Desk
by Fintech News Desk0
Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Andrew is the latest in a string......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
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corfinancial Inks Partnership With Technology Consultancy F2 Strategy

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
Singapore's Volopay raises $2.1m
Capital Markets Fintech News

HilltopSecurities Expands Midwest Presence with Additional Hires in New St. Paul, Minnesota, Location

Fintech News Desk
by Fintech News Desk0
Hilltop Securities Inc. (HilltopSecurities) recently welcomed Senior Vice President Patrick “Pat” Toutant as Private Client Group branch manager in St. Paul, Minnesota, marking the latest in a series of hires as the company increases its Midwest presence. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among......
moneycorp Americas Announces Expansion into Canada
Fintech News Risk Management

moneycorp Americas Announces Expansion into Canada

Fintech News Desk
by Fintech News Desk0
The expansion will offer a full suite of global payment and FX hedging products to both private and corporate clients moneycorp Americas, a leading provider of global payments and currency risk management, announced their expansion into Canada with operations to serve private and corporate customers. moneycorp’s North American operations has......
Wells Fargo Invests in Six Black-Owned Bank
Fintech Investment Services News

Barry Sommers Named Wells Fargo Wealth & Investment Management CEO

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company announced that Barry Sommers will join the company as CEO of Wealth & Investment Management (WIM) on June 22, reporting to CEO Charlie Scharf. Sommers will have responsibility for the company’s delivery of wealth management, investment, and retirement products and services to clients through its U.S.-based......
Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
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Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
Broadridge Completes Acquisition of FundsLibrary
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Broadridge Completes Acquisition of FundsLibrary

Fintech News Desk
by Fintech News Desk0
Acquisition to help asset managers meet UK and EU regulatory requirements  Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index, has completed its previously announced acquisition of FundsLibrary, a leader in fund document and data dissemination in the European market. The acquisition accelerates......
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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
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