Search Results for: Vice President

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

Fintech News Desk
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
Worldline Joins Spreedly's Partnership Program for Payment Service Providers
Digital Payments News

Worldline Joins Spreedly’s Partnership Program for Payment Service Providers

Fintech News Desk
Spreedly, the provider of the leading Payment Orchestration platform, announced that Worldline, the European leader in the payments and transactional services industry and #4 player worldwide, has joined the Spreedly Payment Service Provider Program. Spreedly’s Partnership Program was created to further support a vision for a diversified and inclusive payments......
Givex Completes Acquisition Of Kalex Equipment Services
Fintech News

Givex Completes Acquisition Of Kalex Equipment Services

Fintech News Desk
Givex Information Technology Group Ltd. (“Givex”) completed the acquisition of all the shares of 1157487 Ontario Inc., doing business as Kalex Equipment Services (“Kalex”), on Jan. 25, 2022. The acquisition enhances Givex’s position as a growth-oriented company, with increased installation and servicing capabilities, and opportunities to upsell its omnichannel platform......
Relation Insurance Services, Inc. Acquires the Assets of Hodge Ethridge Insurance and Financial Services, LLC
Finance InsurTech News

Relation Insurance Services, Inc. Acquires the Assets of Hodge Ethridge Insurance and Financial Services, LLC

Fintech News Desk
Transaction adds to Relation’s presence in South Carolina and further expands the Relation Select platform Relation Insurance Services, Inc. (“Relation”), one of the largest and fastest-growing national insurance agencies, announced it acquired the assets of South Carolina-based Hodge Ethridge Insurance and Financial Services, LLC (“Hodge Ethridge”). Hodge Ethridge was previously......
RISE Financial Services, LLC, a Subsidiary of Siebert, Purchases Minority Stake in Hedge Connection Inc.
Finance Fintech News

RISE Financial Services, LLC, a Subsidiary of Siebert, Purchases Minority Stake in Hedge Connection Inc.

Fintech News Desk
– RISE Financial Services, LLC, to offer the only woman-owned and patented FinTech platform providing virtual capital introductions for hedge funds – Lisa Vioni, co-founder of Hedge Connection, appointed President of RISE Prime – Head of Capital Introductions, joining a distinguished women-led leadership team – Lisa Vioni appointed to the Board of......
CIVIC Financial Services’ Quarterly Mortgage Production Soars as Mortgage Industry Volume Slumps
Mortgage News

CIVIC Financial Services’ Quarterly Mortgage Production Soars as Mortgage Industry Volume Slumps

Fintech News Desk
Industry forecast has 30% Q4 drop for U.S. originations while non-agency lender soars 60% While originations for the overall mortgage sector declined during the fourth quarter of 2021, CIVIC Financial Services, a leading institutional private money lender providing financing to real estate investors, reported its mortgage production shot up nearly 60%......
Adtalem Global Education Announces Definitive Agreement to Divest Financial Services Segment
Finance Investment Services News

Adtalem Global Education Announces Definitive Agreement to Divest Financial Services Segment

Fintech News Desk
Wendel Group and Colibri Group consortium to purchase segment for $1 billion Adtalem Global Education, a leading provider of professional talent to the healthcare industry, announced it has entered into a definitive agreement to sell its Financial Services segment, which includes ACAMS (Association of Certified Anti-Money Laundering Specialists), Becker Professional......
Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
The Financial Marketing Institute Announces Leading Financial Services Companies
Finance Fintech News

The Financial Marketing Institute Announces Leading Financial Services Companies in Digital Experience For 2021

Fintech News Desk
The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, announces the leading financial services companies in digital experience for 2021. “Our digital experience models are quantitatively-driven and, therefore, enable us to provide very specific analysis to our sponsor participants on where they are......
Temenos Announces Composable Banking Services on the Temenos Banking Cloud Platform
Banking News

Temenos Announces Composable Banking Services on the Temenos Banking Cloud Platform

Fintech News Desk
New Composable Banking Services accelerate product time-to-market for banks and non-banks by easily combining Temenos Banking Capabilities and third-party solutions from the Temenos Exchange Temenos, the banking software company, announced Composable Banking Services and Capabilities aligned to the BIAN (Banking Industry Architecture Network) service landscape on the Temenos Banking Cloud.......
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