Search Results for: Wealth Advisory

With the Pandemic Driving Business Operations Online, Quartz Network Launches Q/N Solutions, An Exclusive B2B Buying Platform
B2B News

With the Pandemic Driving Business Operations Online, Quartz Network Launches Q/N Solutions, An Exclusive B2B Buying Platform

Fintech News Desk
by Fintech News Desk0
Built by the seasoned team behind Quartz Events, invite-only executive conferences are now supplemented by the only algorithm-driven platform to connect senior decision-makers with the B2B solutions they need with a fraction of the effort Quartz Network, an exclusive community of executives designed to support professional growth through simplified solution......
Niyo
Banking Digital Fintech News

Niyo Acquires Bangalore-Based Personal Finance App Index

Fintech News Desk
by Fintech News Desk0
Will integrate Index’s personal finance tracking features to offer customised experience to customers Niyo, India’s premier digital banking fintech, announces acquisition of Bengaluru-based personal finance startup, Index. This is Niyo’s second acquisition after acquiring Goalwise around mid-2020. The Index team including Anand Krishna and Kumar Siddhartha, founders of Index, will......
How to Succeed at Investing: 5 Tried-And-True Tips
Featured Finance Investments News Stock Market

How to Succeed at Investing: 5 Tried-And-True Tips

Fintech News Desk
by Fintech News Desk0
It seems like there’s never a shortage of slick financial “gurus” who claim they’ve just discovered a foolproof investing method that’s guaranteed to provide high returns with no risk. But if someone tries to get inside your pocketbook by making those kinds of promises, you’d better run the other way. The......
Filogix Appoints Jerry Lo to Lead Digital Strategy in the Canadian Mortgage Industry
Digital Fintech News

Filogix Appoints Jerry Lo to Lead Digital Strategy in the Canadian Mortgage Industry

Fintech News Desk
by Fintech News Desk0
Jerry Lo has joined Filogix, a Finastra company, as Vice President, Filogix. In this role, he will advance Filogix’s mission to modernize the Canadian mortgage industry by digitizing mortgage processes. Lo brings to Filogix a strong entrepreneurial background in real estate and mortgage technology. He was a partner and shareholder of a company that......
SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform
Fintech InsurTech News

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

Fintech News Desk
by Fintech News Desk0
Financial professionals can now find, analyze, and implement a range of annuity solutions from Nationwide in SIMON’s centralized Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as......
Melvin L. Flowers Appointed to Broadridge Board of Directors
Finance Fintech Investments News

Melvin L. Flowers Appointed to Broadridge Board of Directors

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, is pleased to announce the appointment of Melvin L. Flowers as an independent member of its Board of Directors, effective June 8, 2021. Following his appointment, Broadridge’s Board consists of 11 members, 9 of whom are independent. Mr. Flowers worked at Microsoft Corporation for......
Padgett Business Services adds Amanda Aguillard as COO
Business Cloud News

Padgett Business Services adds Amanda Aguillard as COO

Fintech News Desk
by Fintech News Desk0
Visionary leader in accounting industry to drive technology push for company Padgett Business Services, one of North America’s largest accounting service and business consulting providers, announced that it has named Amanda Aguillard, CPA as the company’s new Chief Operating Officer (COO). Aguillard, an acclaimed leader in the accounting industry, will be tasked with......
Consumers Can Safely Share Their Cryptoasset Investment Data with First-in-Market Capability from Fiserv
Blockchain Finance Fintech News

Consumers Can Safely Share Their Cryptoasset Investment Data with First-in-Market Capability from Fiserv

Fintech News Desk
by Fintech News Desk0
Integration of AllData Aggregation from Fiserv with Verady will provide consumers a view of cryptoassets alongside other financial data Fiserv, Inc., a leading global provider of payments and financial services technology solutions, will enable consumers to share data on their cryptoasset holdings with their fintech apps and service providers, including......
The African Development Bank
Finance Fintech News Risk Management

African Development Bank Trains Experts From Development Finance Institutions on Climate Finance Action Strategy and Management

Fintech News Desk
by Fintech News Desk0
Over 200 participants were able to gain a deeper understanding of the roles of national development finance institutions in climate risk management The African Development Bank and the Association of African Development Finance Institutions (AADFI) jointly hosted a 3-day virtual workshop to train development finance experts in Africa on climate finance......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
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