Search Results for: Wealth management

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine
Finance News

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

Fintech News Desk
by Fintech News Desk0
Sunstone Trust Company, the only trust company focused on protecting the wealth and serving the interests of families and individuals who have immigrated to the United States, is pleased to announce the appointment of expert trust industry executive Anna Fedosova-Caldera as Chief Fiduciary Officer. Latest Fintech News: Lucinity & Experian Partner......
Bank of America Comments on Stress Test Results; Plans to Increase Quarterly Dividend to $0.22 per share
Banking News

Bank of America Comments on Stress Test Results; Plans to Increase Quarterly Dividend to $0.22 per share

Fintech News Desk
by Fintech News Desk0
Bank of America commented on the results of the Federal Reserve’s 2022 Comprehensive Capital Analysis and Review (CCAR) and announced plans to increase its quarterly common stock dividend to $0.22 per share beginning in the third quarter of 2022. Latest Fintech News: Lucinity & Experian Partner to Tackle Financial Crime and Drive......
HCW Announces Hiring of Senior Analyst, Mike Colonnese
Cryptocurrency Investment Services News

HCW Announces Hiring of Senior Analyst, Mike Colonnese

Fintech News Desk
by Fintech News Desk0
H.C. Wainwright & Co., LLC (“HCW”), a leading investment bank focused on capital markets and equity research, is pleased to announce Mike Colonnese has joined the firm’s Equity Research Department as a Senior Equity Analyst focusing on Cryptocurrency & Fintech. Mr. Colonnese is the latest addition to HCW’s dedicated and......
SRM Evolves Offerings and Approach with Its Digital Assets Advisory
Digital Payments News

SRM Evolves Offerings and Approach with Its Digital Assets Advisory

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across the U.S. and Europe, announced its Cryptocurrency Advisory Services offering has evolved and will feature a new name – Digital Assets Advisory Services. SRM has worked tirelessly over the last 18 months to provide education on digital assets......
Sunflower Bank, N.A. Response to Forbes Article
Banking News

Sunflower Bank, N.A. Response to Forbes Article

Fintech News Desk
by Fintech News Desk0
Sunflower Bank, N.A. and its holding company, FirstSun Capital Bancorp, issued the following statement related to a recent article published in Forbes Latest Fintech News: nThrive Rebrands to FinThrive “As a financial institution dedicated to maintaining the safety and soundness of our banking system and economy, we are proud to......
Sunflower Bank, N.A. Response to Forbes Article
Banking News

Sunflower Bank, N.A. Response to Forbes Article

Fintech News Desk
by Fintech News Desk0
Sunflower Bank, N.A. (“Sunflower Bank”) and its holding company, FirstSun Capital Bancorp, issued the following statement related to a recent article published in Forbes Latest Fintech News: Earned Wage Access Platform Tapcheck Raises $20 Million Series A “As a financial institution dedicated to maintaining the safety and soundness of our banking......
AIkido Inc. Announces the Formation of a New Financial Services Subsidiary
Finance News

AIkido Inc. Announces the Formation of a New Financial Services Subsidiary

Fintech News Desk
by Fintech News Desk0
AIkido Pharma Inc. announced the formation of a wholly owned subsidiary with the purpose of making strategic investments and acquisitions across the fintech and financial services industries. The new subsidiary is expected to be the centerpiece of a long-range plan to diversify AIkido’s business beyond biotechnology, in order to reduce......
Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements
Fintech News

Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firms use the digital delivery tool to ensure clients receive RegBI (Form CRS), Form ADV and DOL Rule disclosures Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is evolving the Docupace Platform’s Compliance TRACKR™ technology to comply with expanding disclosure delivery requirements in an ever-changing......
Banking News

iCapital Announces Strategic Investment from Bank of America

Fintech News Desk
by Fintech News Desk0
Investment builds upon partnership supporting Merrill and Private Bank advisors Strengthens iCapital’s position as the industry-wide solution of choice for banks and wealth managers iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that Bank of America......
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Finance News

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include: Latest Fintech News: Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation......
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