Search Results for: Wealth Advisory

BNY Mellon's Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds
Fintech News

BNY Mellon’s Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) has appointed Ainslie Simmonds as President of Pershing X, a new business unit within Pershing that will design and build innovative solutions for the advisory industry. The new unit will accelerate Pershing’s delivery of consumer grade digital experiences to its clients, as well as the broader marketplace. Pershing X......
Scott Hoy to join Greenhill in Melbourne as a Managing Director and Head of Financial Services for Asia-Pacific
Banking Fintech Investments News

Scott Hoy to join Greenhill in Melbourne as a Managing Director and Head of Financial Services for Asia-Pacific

Fintech News Desk
by Fintech News Desk0
Greenhill & Co., Inc., a leading independent investment bank, announced today that Scott Hoy will join the Firm as a Managing Director and Head of Financial Services for Asia-Pacific. Mr. Hoy has 30 years of M&A and finance experience focused on global financial institutions.  He is currently Head of Group M&A at ANZ......
Intelligent Automation from Blue Prism Becomes Strategic Enabler for Banque Internationale à Luxembourg
Banking News Risk Management

Intelligent Automation from Blue Prism Becomes Strategic Enabler for Banque Internationale à Luxembourg

Fintech News Desk
by Fintech News Desk0
BIL automation team deliver best results yet in 2020, despite COVID-19, by embracing digital transformation across the organization Banque Internationale à Luxembourg (BIL), a leading provider of banking and wealth management services, is advancing its intelligent automation strategy with the use of Blue Prism’s® digital workforce, enabling the business to address key......
Mountain America Credit Union Launches MyInvest Micro-investing Platform
Banking Investments News

Mountain America Credit Union Launches MyInvest Micro-investing Platform

Fintech News Desk
by Fintech News Desk0
Mountain America Credit Union is proud to announce the launch of its MyInvest platform, a new automated micro-investment manager. MyInvest makes it easy for Mountain America members to start investing with as little as $5. The platform is easy to access, has minimal fees, and can be customized to users’ personal preferences and risk tolerance.......
Krissy Davis Named Leader of Deloitte's US Investment Management Sector
Investments News Risk Management

Krissy Davis Named Leader of Deloitte’s US Investment Management Sector

Fintech News Desk
by Fintech News Desk0
Davis, a 24-year Deloitte veteran, is the first woman to lead this key sector serving more than 90% of global Fortune 500 financial services companies Deloitte announced that Krissy Davis has been named the leader of its U.S. investment management sector, a key strategic area that serves nine out of 10......
Oppenheimer Continues To Grow Its Global Consumer Investment Banking Group With Appointment Of Jean-Marie Gianni As Managing Director
Banking Investments News

Oppenheimer Continues To Grow Its Global Consumer Investment Banking Group With Appointment Of Jean-Marie Gianni As Managing Director

Fintech News Desk
by Fintech News Desk0
Addition of Veteran Banker with Global Industry Relationships Further Accelerates Group’s Momentum in Health & Beauty, Personal Care, Health and Wellness-Focused Food & Beverage and Other Segments Oppenheimer& Co. Inc., a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings, announced the continued build-out of its Global Consumer......
XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
Project Equity Launches New Financing Option to Help Local Businesses Build for the Future
Business Finance News

Project Equity Launches New Financing Option to Help Local Businesses Build for the Future

Fintech News Desk
by Fintech News Desk0
This Labor Day, small businesses have a new resource that could help them rebuild from the pandemic and secure their legacies while providing long-term careers for their employees: employee ownership This Labor Day, small businesses have a new resource that could help them rebuild from the pandemic and secure their......
9F Inc. Accelerates Its Transformation into a New Digital Blockchain Securities Brokerage Platform
Blockchain Digital Asset Management Fintech InsurTech News

9F Inc. Accelerates Its Transformation into a New Digital Blockchain Securities Brokerage Platform

Fintech News Desk
by Fintech News Desk0
 9F Inc., an innovative blockchain-based digital securities brokerage platform and service technology company, announced that it is implementing a series of strategic changes aimed at transforming the Company from a leading financial technology service provider focused on personal credit technology to a cutting-edge digital and blockchain-based securities brokerage company with......
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