Search Results for: Program Management

Zoe Announces Its Partnership With Vincere Wealth Management
Finance News

Zoe Announces Its Partnership With Vincere Wealth Management

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory firms (RIA)......
New Treasure Data Survey Reveals Consumers are Motivated by Loyalty Programs and Relying More on DTC Brands, BNPL Options
E-commerce Fintech News

New Treasure Data Survey Reveals Consumers are Motivated by Loyalty Programs and Relying More on DTC Brands, BNPL Options

Fintech News Desk
by Fintech News Desk0
Customers Seek Deeper Relationships, Ongoing Dialogues with Retail Brands Amid Supply Chain Disruptions and Inflationary Pressures Treasure Data announced the results of a national survey detailing consumers’ purchasing habits and brand engagement preferences for the year to come. The new study identifies consumer behavior trends that point to deeper, more direct connections......
Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.
Investment Services Investments News

Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors’ Tennessee Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of HawsGoodwin Investment Management, Inc. d/b/a HawsGoodwin Wealth, (“HawsGoodwin”), a respected wealth management firm located in Franklin, Tennessee. HawsGoodwin......
Payoneer and FTAC Olympus Acquisition Corp. Complete Business Combination
DeFi News

Olympus DAO Launches A $3.3 Million Bug Bounty Program On Immunefi Platform To Strengthen Its Security

Fintech News Desk
by Fintech News Desk0
Olympus DAO, a company building decentralized reserve currency protocol based on the OHM token, announces its bounty program with Immunefi, the leading crypto bug bounty and security services platform protecting over $100 billion in users’ funds. The bug bounty program, with a focus on their smart contracts and app, aims to......
ReadyWorks Secures $8M in Series A Funding Led By Credit Suisse Asset Management's NEXT Investors
Digital Asset Management Investment Services News

ReadyWorks Secures $8M in Series A Funding Led By Credit Suisse Asset Management’s NEXT Investors

Fintech News Desk
by Fintech News Desk0
Company Accelerates Growth of its Digital Platform Conductor (DPC) Technology, Enabling Businesses to Transform IT Operations, Reduce Risk ReadyWorks, a digital platform conductor (DPC) that leverages AI and intelligent automation to reduce the risk and costs of IT infrastructure transformation, announced that it has closed $8 million in Series A financing......
Unifimoney Announces Integration with Q2's Digital Banking Platform
Finance News

Unifimoney Announces Integration with Q2’s Digital Banking Platform to Offer Digital Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions can now access Unifimoney’s digital wealth management services via Q2 Innovation Studio Unifimoney, a turnkey digital wealth management platform, announced its availability within the Q2 Innovation Studio, making its trading platform pre-enabled to 450+ financial institutions (FIs) on the Q2 digital banking platform. As banks and credit unions......
Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available
Banking Fintech News

Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available

Fintech News Desk
by Fintech News Desk0
Regions Next Step provides free tips and tools to help people financially prepare for the new year and beyond. Regions Bank on Wednesday announced the results of a new survey that finds Americans feel financially unprepared for the year ahead. But there is good news, too: free resources are available to......
Vesttoo Adds former Swiss Re Expert Faraz Khan to Drive Insurance Linked Program
Investments News

Vesttoo Adds former Swiss Re Expert Faraz Khan to Drive Insurance Linked Program

Fintech News Desk
by Fintech News Desk0
Mr. Khan, Swiss Re’s former Vice President of Insurance Linked Securities, brings a decade of industry experience to Vesttoo’s growing ILP Program Vesttoo, a leading global alternative risk transfer and investment platform, announced the addition of Faraz Khan as an Insurance-linked Program (ILP) Product Specialist. Most recently serving as the Vice President......
SmartStop Asset Management Completes Successful Liquidity Event for DST Investors, Delivers 143% Total Return
Investment Services News

SmartStop Asset Management Completes Successful Liquidity Event for DST Investors, Delivers 143% Total Return

Fintech News Desk
by Fintech News Desk0
SmartStop Asset Management affiliate Strategic 1031 Properties announced the sale of the Class A student housing property, YOUnion@Reno, located in Reno, Nevada. SmartStop, through its subsidiary that serves as asset manager, facilitated the sale of the property on behalf of Reno Student Housing DST, a Delaware statutory trust that is one of......
Canoe Financial Renews At-the-Market Equity Program for Canoe EIT Income Fund
Fintech Funding News Stock Market

Canoe Financial Renews At-the-Market Equity Program for Canoe EIT Income Fund

Fintech News Desk
by Fintech News Desk0
Canoe EIT Income Fund is pleased to announce that it is renewing its at-the-market equity program that will allow the Fund to issue up to $300,000,000 worth of units of the Fund to the public from time to time, at the discretion of Canoe Financial LP. Any ATM Program Units......
1