Search Results for: Wealth Management

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Finastra Appoints Chief Customer Officer to Executive Leadership Team
Artificial Intelligence Fintech News

Finastra Appoints Chief Customer Officer to Executive Leadership Team

Fintech News Desk
Finastra has appointed Neil Blagden as Chief Customer Officer. He ultimately takes responsibility for customer success – overseeing everything Finastra does to design, deliver and enable excellent experiences for its customers. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities Neil brings deep expertise in this space, coupled......
Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments
Capital Markets Fintech News

Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments

Fintech News Desk
Francisco Partners (FP) announced the closing of approximately $10 billion in capital commitments across three funds: Francisco Partners VI, L.P., a $7.45 billion equity fund, Francisco Partners Agility II, L.P., a $1.5 billion equity fund, and FP Credit Partners, L.P., a $750 million opportunistic credit fund. Each fund was substantially......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
Clearwater Analytics Announces New Investment From Leading Growth Investors Permira, Warburg Pincus, Dragoneer and Durable Capital
Big Data Fintech InsurTech Investment Services News

Global Atlantic Selects Clearwater for Data Automation, Investment Accounting, and Complex Asset Class Support

Fintech News Desk
Clearwater Analytics announced that Global Atlantic Financial Group has selected Clearwater as its provider of investment data management, accounting, and reporting. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms “This is a technology that will create key opportunities — rather than apply......
Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line
Fintech Mobile Banking News

Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line

Fintech News Desk
Paysign, a vertically integrated provider of innovative prepaid card programs, digital banking, and processing services for the corporate, consumer, and government applications, today announced three leadership appointments. Each appointee will be focused on enhancing Paysign’s Patient Affordability capabilities and will have a reporting relationship to Alberto Negron, Executive Vice President......
EstateSpace Targeting $504 Trillion in Unmanaged Physical Assets
Fintech News

EstateSpace Targeting $504 Trillion in Unmanaged Physical Assets

Fintech News Desk
EstateSpace is thrilled to announce the release of EstateSpace 2.0, Asset Management Made Simple. EstateSpace is making it easy for families to manage their valuable physical assets and have the same discipline around physical assets as they do for their financial assets. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Appoints Margaret Franco as Chief Marketing Officer

Fintech News Desk
Finastra has appointed Margaret Franco as Chief Marketing Officer. Joining from Dell Technologies, she is based at Finastra’s London headquarters and takes responsibility for leadership of the global marketing organization, including corporate communications, brand, digital, solutions and field, and partner marketing. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay Margaret......
Wells Fargo Names Kleber Santos as Head of Diverse Segments, Representation and Inclusion
Banking Business Fintech News Risk Management

Wells Fargo Corporate Risk Announces Enhanced Organizational Structure and New Leaders

Fintech News Desk
Wells Fargo & Company announced the appointment of two new Corporate Risk leaders and an enhanced organizational structure designed to provide greater oversight of all risk-taking activities and a more comprehensive view of risk across the company. The new risk model will have five line-of-business Chief Risk Officers (CROs) along......
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