Search Results for: Wealth management

Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Investments News

Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

Fintech News Desk
by Fintech News Desk0
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced that Mick Manning has joined the company as managing director, head of capital markets to facilitate the strategic addition of a new broker-dealer enterprise to support the distribution effort for the company’s real estate and 1031 exchange platforms. Latest......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Peoples Hires Jessica Brown as Chief Financial Officer
Finance News

Peoples Hires Jessica Brown as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Peoples State Bank announced that Jessica Brown, CPA, has joined the Peoples team as Senior Vice President and Chief Financial Officer (CFO). Brown is responsible for managing the capital funding and profitability of the bank with high-quality financial reporting to investors and bank regulators. Latest Fintech News: Flexa to Acquire Drop......
Sanjay Sharma to Lead SEI's Private Banking Business
Banking News

Sanjay Sharma to Lead SEI’s Private Banking Business

Fintech News Desk
by Fintech News Desk0
Evolution of SEI’s Leadership Reinforces Strategic Focus on Driving Growth SEI announced that Sanjay Sharma has been appointed to lead its Private Banking business segment. Sharma will be responsible for overall strategy and business growth through the delivery of comprehensive technology, operational, and investment solutions for U.S. and U.K. wealth management organizations.......
FutureFuel.io Acquires College Finance Company; Rebrands to Candidly
Artificial Intelligence Big Data debt collection Digital Payments News

FutureFuel.io Acquires College Finance Company; Rebrands to Candidly

Fintech News Desk
by Fintech News Desk0
FutureFuel.io has rebranded to Candidly. The market’s most comprehensive student debt management platform also announced the acquisition of College Finance Company, the leading multi-lender marketplace for education financing. The company announced a complete rebrand of its corporate identity, including a new logo, updated visual brand elements, and a new company......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
by Fintech News Desk0
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
BNY Mellon's Pershing Reimagines Future of Financial Advice with Bigger
Finance News

BNY Mellon’s Pershing Reimagines Future of Financial Advice with Bigger

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) celebrates the bright future of financial advice this week at their flagship INSITE conference, together with business leaders, industry advocates and next generation talent. An action-packed agenda will serve up interactive networking, workshops and a dedicated recruiting session with leading wealth management and advisory firms. Latest......
Blankfactor Sees Unprecedented Growth Building Dynamic Global Workforce to Serve the Financial Services Industry
Fintech News

Blankfactor Sees Unprecedented Growth Building Dynamic Global Workforce to Serve the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Company Executive to Speak at Fintech South in Atlanta, June 14 – 15 Blankfactor, a technology provider of end-to-end digital transformation solutions for financial services, has experienced significant growth in 2022. Driven by increased demand for custom solutions in the financial industry, the company has nearly tripled in size in......
CrossFirst Bankshares, Inc. to Enter Colorado and New Mexico Markets With Acquisition of Farmers & Stockmens Bank / Central Bank & Trust
Banking News

CrossFirst Bankshares, Inc. to Enter Colorado and New Mexico Markets With Acquisition of Farmers & Stockmens Bank / Central Bank & Trust

Fintech News Desk
by Fintech News Desk0
CrossFirst Bankshares, Inc. and Central Bancorp, Inc announced that they have entered into a definitive merger agreement under which CrossFirst bank subsidiary, CrossFirst Bank (“CFB Bank”), will acquire Central’s bank subsidiary, Farmers & Stockmens Bank (“F&S Bank”), in an all-cash transaction. F&S Bank currently has Central Bank & Trust branches......
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