Search Results for: Wealth management

Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team
Banking News

Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team

Fintech News Desk
by Fintech News Desk0
Comerica Incorporated announced that Derric Hicks has been named the Group Manager for its new South Dallas Business Banking team. He will report to Dallas Market President Amanda Mahaney. Hicks, who has more than 20 years of experience in banking, will lead a team that will serve the southern sector of Dallas with a......
SIMON Announces Strategic Investment from Citi
Fintech Investment Services News

SIMON Announces Strategic Investment from Citi

Fintech News Desk
by Fintech News Desk0
Citi is the latest market participant to make a strategic investment in SIMON, deepening the partnership between the two firms SIMON Markets LLC, a fintech company that offers an end-to-end digital suite of tools to help financial professionals understand, manage, and analyze complex alternative investment products, announced Citi as its......
People's United Bank Provides $89.6 Million in Credit Facilities to CCO, LLC
Banking Credit Bureaus News

People’s United Bank Provides $89.6 Million in Credit Facilities to CCO, LLC

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A., announced that it served as Lead Arranger, Book Runner and Administrative Agent for several credit facilities totaling $89.6 Million to Rocky Hill, CT-based CCO, LLC, and its associated entities. The senior revolving and term loan facilities will be used to refinance existing debt, acquire twelve sites in CT, support......
Atomic Named Best New Fintech Company By Lendit Fintech
Fintech News

Atomic Named Best New Fintech Company By Lendit Fintech

Fintech News Desk
by Fintech News Desk0
Atomic – the platform that allows fintechs, banks and consumer companies to offer customers investing in a frictionless way – is proud to be the recipient of Lendit Fintech’s Best New Fintech Company of 2021. Latest Fintech Insights: Wikisoft Corp. Signs Letter Of Intent To Acquire Disruptive Blockchain Tech Company —......
LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development
InsurTech News

LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development

Fintech News Desk
by Fintech News Desk0
Industry veteran brings 30+ years of success in wealth management to new role LIBRA Insurance Partners, one of the nation’s largest insurance marketing organizations, announces Jonathan Jacobs as new Senior Vice President of Business Development. In this new role, Jacobs will lead a team of relationship directors and interface with the distribution......
D.A. Davidson Survey Finds Connection Between Setting Financial New Year’s Resolutions and Achieving Financial Goals
Finance News

D.A. Davidson Survey Finds Connection Between Setting Financial New Year’s Resolutions and Achieving Financial Goals

Fintech News Desk
by Fintech News Desk0
Working with a financial advisor improves understanding of inflation, likelihood to consider refinancing debt -D.A. Davidson & Co. announced survey results revealing that two-thirds (67%) of individuals with debt are not planning to refinance or consolidate their debt in the next year, possibly missing an important financial savings opportunity amidst......
Bank of America Consumer Clients Make $335 Billion In Payments in January, up 17% Year-Over-Year
Banking Digital Payments News

Bank of America Consumer Clients Make $335 Billion In Payments in January, Up 17% Year-Over-Year

Fintech News Desk
by Fintech News Desk0
Continued Strong Consumer Spending Drives Second Highest Month on Record; Builds Upon Record Full-Year Spending in 2021 Bank of America announced their approximately 67 million consumer clients made $335 billion in total payments during January, a 17% increase over January 2021 and the second highest month of spending on record. This follows a......
Leavenworth Capital Launches on Morningstar By All Accounts Platform to Help RIAs Seamlessly Invest in Cryptocurrency for Clients
Cryptocurrency News

Leavenworth Capital Launches on Morningstar By All Accounts Platform to Help RIAs Seamlessly Invest in Cryptocurrency for Clients

Fintech News Desk
by Fintech News Desk0
Leavenworth Capital announces it is officially the first cryptocurrency firm whose direct integration with Morningstar By All Accounts service is live and fully operational with financial advisors and RIA firm clients starting to leverage the offering in late 2021. Leavenworth is implementing a direct integration with Morningstar By All Accounts aggregation platform,......
Meet Midas, Turkey's First Retail Investing Startup, Which Has Raised $11m Spark Capital, Earlybird Digital East And Nigel Morris
Fintech Investment Services News

Meet Midas, Turkey’s First Retail Investing Startup, Which Has Raised $11M Spark Capital, Earlybird Digital East And Nigel Morris

Fintech News Desk
by Fintech News Desk0
Midas, a retail investing startup that gives access to US and Turkish equities in Turkey, announced that it has raised $11 million in equity funding. Latest Fintech Insights: HashCash to Build Blockchain Model for Asset Optimization The fundraise comes just 8 months after their inception, and is led by Spark Capital and Earlybird Digital......
HashCash to Build Blockchain Model for Asset Optimization
Blockchain News

HashCash to Build Blockchain Model for Asset Optimization

Fintech News Desk
by Fintech News Desk0
The US-based blockchain specialists are working towards delivering a solution that helps organizations to make better asset-related decisions. Global blockchain development company HashCash Consultants proposes a blockchain model prototype for optimizing assets across multiple industrial sectors. The projected prototype will bring out better value from existing system assets, increasing their versatility and......
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