Search Results for: Wealth Advisory

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
HKD Group Hires New Head of M&A
Banking Fintech Investment Services News

HKD Group Hires New Head of M&A

Fintech News Desk
by Fintech News Desk0
HKD Group, have announced today that Jarrod Aldridge has joined the firm as Head of M&A, replacing Ian McMahon who steps down after leading the firm’s M&A division over the last decade. Jarrod will focus on leading HKD Group’s rapidly growing investment banking practice in the Asia Pacific region. He......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Banking Fintech News

Oppenheimer & Co. Inc. Welcomes New First-Year Investment Banking Analysts, Reflecting Firm’s Commitment To Cultivating Next Generation Talent

Fintech News Desk
by Fintech News Desk0
Investment Bank Analyst Program Launched Over 30 Years Ago to Onboard 12 Recent College Graduates Across New York, Boston, Baltimore and San Francisco Offices Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), announced the firm is welcoming its newest......
Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion
Fintech News

Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion

Fintech News Desk
by Fintech News Desk0
Financial executives at wealth management advisory Oita Chuo Pacific Management have said that Aveva Group Plc has agreed to acquire SoftBank-backed US tech rival OSIsoft, in a deal worth $5 billion and one of the largest acquisitions a UK tech company has ever made. Read More: Fannie Mae Promotes Jeffery Hayward to......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
by Fintech News Desk0
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
Fund That Flip Appoints Greg Nicastro to Its Board of Directors and Increases Board Membership
Business Fintech News

Fund That Flip Appoints Greg Nicastro to Its Board of Directors and Increases Board Membership

Fintech News Desk
by Fintech News Desk0
 Fund That Flip, the leading online fintech platform for investing in short-term residential real estate debt, announced it has appointed Greg Nicastro to its board of directors. Nicastro is a recognized technology executive with extensive experience in enterprise-class platform development for both information security and cloud management. His appointment comes......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Currency Exchange Fintech News Trading

DBS Vickers Powers Ahead With Digitalisation Plans as Asia’s Leading Trading House

Fintech News Desk
by Fintech News Desk0
DBS Vickers (DBSV), the brokerage arm of DBS Bank, continues to advance its ambition to become Asia’s leading digital trading house for funds, equities and structured notes with plans to double regional trading volume across its retail and institutional segments by 2025. Read More: GlobalFintechSeries Interview with Anand Kumar Bajaj,......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues European Expansion

Fintech News Desk
by Fintech News Desk0
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the hiring of Arthur van der Goes. Van der Goes joins the global Consumer and Retail investment banking team as a......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives
Business Fintech Investment Services News

PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives

Fintech News Desk
by Fintech News Desk0
Trillion-dollar asset manager will integrate iCapital Network technology to power seamless alts experience for HNW advisor channel  PGIM Investments, the retail distribution arm of PGIM, Inc., the $1.4 trillion global investment management business of Prudential Financial, Inc. (PFI), and iCapital Network1, the leading financial technology platform driving access and efficiency in alternative......
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