Search Results for: Wealth Advisory

American Fintech Council Names Garry Reeder as Chief Executive Officer
Finance Fintech News

American Fintech Council Names Garry Reeder as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Over 20 years of experience in the public and private sectors, including the CFPB, U.S. Department of the Treasury, the FDIC, and most recently, as Chief of Innovation and Policy at the Financial Health Network American Fintech Council (AFC), announced that it has picked financial services leader and innovation advocate Garry......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
Riskalyze Launches "Build My Tech Stack" Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations
Finance Fintech Investments News

Riskalyze Launches “Build My Tech Stack” Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations

Fintech News Desk
by Fintech News Desk0
“Integrations” has been loosely bandied about as a buzz-word for far too long, offering a lot of “what” but scarcely any “how” Using Riskalyze’s new proprietary tool, advisors can quickly assemble their ideal tech solutions, saving countless hours of frustration Riskalyze, the company that serves tens of thousands of financial......
Vestigo Ventures Expands Expertise and Vision with New Hire
Finance Fintech Investments News

Vestigo Ventures Expands Expertise and Vision with New Hire

Fintech News Desk
by Fintech News Desk0
Kelly Shaw brings a wealth of financial experience and founder insight to the FinTech firm Vestigo Ventures, Boston’s first FinTech venture capital firm, has announced the hiring of Kelly Shaw as the company’s first principal. “The success of any venture capital firm is highly correlated to the quality of its management,” says Vestigo’s cofounder, Mark......
American Fintech Council (AFC), The Leading Voice in Fintech, Adds 10 New Members, Diversifying Fintech Industry Participation
Fintech Fintech Primers News

American Fintech Council (AFC), The Leading Voice in Fintech, Adds 10 New Members, Diversifying Fintech Industry Participation

Fintech News Desk
by Fintech News Desk0
Introduces the formation of a community advisory board consisting of leading consumer groups, CDFI’s and academic leaders to help further promote responsible innovation and dialogue The American Fintech Council (AFC) has expanded its membership, adding 10 additional members and broadening to include digital banks, robo-advisors, RegTech and other fintech firms.......
One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital
Banking Fintech Mobile Banking News

One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital

Fintech News Desk
by Fintech News Desk0
One, the new digital banking platform focused on improving the financial health and well-being of the middle class, announced that Barbara Yastine, former Chair and CEO of Ally Bank, has been added to One’s board of directors, along with Jay Shah, the President of Personal Capital. Michael Costigan, a former executive with Aspiration, has also joined......
Net Purpose Joins Investment Association’s FinTech Accelerator
Fintech Investment Services News

Net Purpose Joins Investment Association’s FinTech Accelerator

Fintech News Desk
by Fintech News Desk0
Net Purpose, a global impact data provider for responsible, sustainable and impact investors, has been chosen to take part in the Investment Association’s FinTech hub, IA Engine. The six-month accelerator programme aims to connect innovative FinTech companies with forward-looking investment managers and to spur industry transformation. The programme was established......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
Alternative Asset Investing Leader Rally Adds Former Robinhood Executive To Management Team
Fintech Fintech Startups Investment Services News

Alternative Asset Investing Leader Rally Adds Former Robinhood Executive To Management Team

Fintech News Desk
by Fintech News Desk0
Rally continues to build C-Suite depth with the addition of Nili T. Moghaddam, a veteran fintech startup lawyer Rally, the creators of the fractional alternative investing platform that democratized investments in rare, one-of-a-kind collectibles, today announced the hire of Nili T. Moghaddam, the company’s first General Counsel. On the heels......
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