Search Results for: Wealth Advisory

Zoe Financial Announces Record Quarter Milestones
Fintech News

Zoe Financial Announces Record Quarter Milestones

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced today noteworthy milestones reached during their third quarter of 2021. Andres Garcia-Amaya, Founder and CEO of the platform, said, “From elite new leadership joining the team to innovative product features, Zoe continues to find strategic ways to......
Mobilum Technologies Announces Management Changes
Digital Asset Management Digital Payments News

Mobilum Technologies Announces Management Changes

Fintech News Desk
by Fintech News Desk0
Mobilum Technologies Inc., a technology-driven company making traditional finance accessible through digital payment infrastructure and digital asset management technologies, is pleased to announce the appointment of Michael Vogel as Chief Executive Officer of Mobilum and Wojciech Kaszycki as President. Michael Vogel Mr. Vogel is currently a director of the Company. He is a well-known......
Bridgeweave and IIFL Securities Announce Partnership to Provide AI Powered Investment Insights
Fintech Investments News

Bridgeweave and IIFL Securities Announce Partnership to Provide AI Powered Investment Insights

Fintech News Desk
by Fintech News Desk0
Bridgeweave, a UK based fintech, announced a partnership with IIFL Securities Limited, one of India’s leading brokerage and investment advisory firms. IIFL will offer Bridgeweave’s flagship InvestorAi app for AI powered investments insights and premium content to its clients. InvestorAi uses AI algorithms, trained for global equity markets, to assist......
Citi Provides Update on Global Consumer Bank Strategic Actions
Banking News

Citi Provides Update on Global Consumer Bank Strategic Actions

Fintech News Desk
by Fintech News Desk0
Citi to Wind Down Korean Consumer Banking Operations Citi announced that it will wind down its consumer banking business in Korea as part of the strategic actions the bank is taking to refocus its Global Consumer Bank presence in Asia and EMEA on four wealth centers—Singapore, Hong Kong, the UAE......
Ecobank Group Takes Action on Mental Health as Part of Its Commitment Towards Better Health
Banking News

Ecobank Group Takes Action on Mental Health as Part of Its Commitment Towards Better Health

Fintech News Desk
by Fintech News Desk0
Ecobank Day 2021’s focusing on Mental Health, and helping reduce stigma and discrimination The leading pan-African banking group, the Ecobank Group, is celebrating its ninth Ecobank Day, which is the Group’s flagship annual corporate and social responsibility event that ‘gives back’ to the local communities across its pan-African footprint. This year Ecobank......
Democratizing Access to Capital: Bond Expands Into Embedded Credit
Fintech News

Democratizing Access to Capital: Bond Expands Into Embedded Credit

Fintech News Desk
by Fintech News Desk0
New building blocks enable customers and their developers to build tailored credit solutions directly into their software Bond Financial Technologies, Inc., the leading enterprise-grade platform for embedded finance, announces the availability of its latest product, Bond Embedded Credit. Current and new customers can now build and launch personalized credit products......
Residential Real Estate & Unsecured Consumer Loan Services from Envestnet Credit Exchange Now Available Through MML Investors Services
Finance Investments News

Residential Real Estate & Unsecured Consumer Loan Services from Envestnet Credit Exchange Now Available Through MML Investors Services

Fintech News Desk
by Fintech News Desk0
Access to Credit Solutions can Help Clients Manage Both Sides of Their Balance Sheets Envestnet announces that investment advisor (IA) reps affiliated with MML Investors Services, LLC (MMLIS) can now offer Envestnet Credit Exchange services to access residential real estate and unsecured consumer loan opportunities. “The Envestnet Credit Exchange can help ease......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform
Investment Services News

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

Fintech News Desk
by Fintech News Desk0
Many financial advisory firms have a strong preference toward easier-to-use cloud solutions, whether due to internal IT staff constraints or the desire to focus more resources on core competencies. Aligned with this trend, RedBlack, an intelliflo solution, has released the cloud edition of its market-leading portfolio rebalancing and trading platform, which is......
1