Search Results for: Wealth Advisory

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions
News Risk Management

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions

Fintech News Desk
by Fintech News Desk0
Opta provides data-driven insights and risk assessment solutions to insurance and financial services customers Leading global data analytics provider Verisk announced it has acquired Opta, Canada’s leading provider of property intelligence and innovative technology solutions. The acquisition further expands Verisk’s footprint in the Canadian market and supports Opta in reshaping......
BitYard Announces a Whole New Roadmap for 2022, Desires to Top the Trading Market
News Trading

BitYard Announces a Whole New Roadmap for 2022, Desires to Top the Trading Market

Fintech News Desk
by Fintech News Desk0
There are some interesting things about the Crypto industry from the internet. BitYard is an all-in-one crypto trading exchange that provides users a trading solution through Spot, Contracts for Differences (CFD), Inverse perpetual contract, and copy trading services. The platform offers a variety of services intended to simplify the trading experience......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
Robins Financial Credit Union Announces Agreement to Acquire Persons Banking Company
Banking News

Robins Financial Credit Union Announces Agreement to Acquire Persons Banking Company

Fintech News Desk
by Fintech News Desk0
Robins Financial Credit Union announced its execution of a definitive agreement to acquire Persons Banking Company, a state-chartered bank headquartered in Forsyth, Georgia. Robins Financial was established in 1954 and has experienced sustained growth and stability over the years, making it a pillar in the Middle Georgia community. As the......
Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services
Finance Fintech News

Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services

Fintech News Desk
by Fintech News Desk0
Future Proof’s Changing Faces of Wealth initiative amplifies the voices of underrepresented creators, entrepreneurs, and financial professionals -Advisor Circle, a product and content studio for the financial services industry, continues its celebration of Future Proof Festival’s Changing Faces of Wealth initiative by unveiling its next set of dynamic speakers committed to leveling the......
Lincoln International Expands Expertise & Offering for Financial Institutions
Finance News

Lincoln International Expands Expertise & Offering for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Industry Experts Join Firm to Bolster Global M&A Advisory Capabilities Lincoln International, a leading global investment banking advisory firm, announced the addition of three senior hires to strengthen and expand the firm’s global capabilities offered to financial institutions. The addition of Managing Directors Jay Bliley in New York and Antoine......
The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics
Analytics Finance News

The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics

Fintech News Desk
by Fintech News Desk0
The Financial Services Network (The Network) is delighted to announce that Joel Gourdin has joined their team as the newly minted Vice President of Portfolio Consulting (PC) and Analytics. Gourdin joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics The Financial......
Bitcoin Heaven El Salvador Newest Nation to Consider Citizenship by Investment
Investment Services News

Bitcoin Heaven El Salvador Newest Nation to Consider Citizenship by Investment

Fintech News Desk
by Fintech News Desk0
Salvadorian President Nayib Bukele on Sunday said he will send Congress a proposal to grant citizenship to foreigners who invest in the Central American country, another step in the populist leader’s plan to bolster the country’s economy by attracting non-traditional capital. “I’m sending 52 legal reforms to congress to remove red tape,......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
1