Search Results for: Wealth management

SEI Expands Security-Backed Lending Offering with Nationwide Smart Credit, Powered by Supernova Technology
Lending News

SEI Expands Security-Backed Lending Offering with Nationwide Smart Credit, Powered by Supernova Technology

Fintech News Desk
by Fintech News Desk0
Strategic Partnership Positions Advisors to Continue to Deliver Holistic Wealth Planning SEI announced a strategic partnership with Supernova Technology (Supernova), adding Nationwide Smart Credit to the nearly 50 technology integrations and strategic partnerships available to independent advisors through the SEI Wealth Platform. Latest Fintech Insights: Morningstar Launches Wealth Management Solutions Group To Connect Capabilities......
Hyer Partners With Catch To Extend Modern Benefits To Independent Contractors
Economy News

Hyer Partners With Catch To Extend Modern Benefits To Independent Contractors

Fintech News Desk
by Fintech News Desk0
Hyer and Catch Partnership Aims to Reinvent Work and Benefits for Independent Contractors Hyer, a leading on-demand labor app connecting businesses to independent workers in the gig economy, announced their partnership with Catch—the first and only personal payroll and financial services provider. Together, the companies will provide Taskers, Hyer’s pool......
WCM Return to Bay Street Program Continues to Relaunch Women’s Finance Careers
Capital Markets News

WCM Return to Bay Street Program Continues to Relaunch Women’s Finance Careers

Fintech News Desk
by Fintech News Desk0
WCM (Women in Capital Markets) is pleased to announce that applications are now open for the 2022 cohort of Return to Bay Street (RTBS). The returnship program brings women with prior work experience in finance back to the industry after taking a period of leave. Now in its twelfth year, this unique......
HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California
InsurTech Investment Services News

HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of kornerstone, Inc. (Kornerstone). Terms of the transaction were not disclosed. Located in Chico, California, Kornerstone provides individuals and corporations with custom financial plans and investment advisory services to help them......
Central Payments Kicks Off 2022 With Six Partner Launches
Digital Payments Fintech Startups News

Central Payments Kicks Off 2022 With Six Partner Launches

Fintech News Desk
by Fintech News Desk0
Mix of Fintech Startups and Established Companies Validates the Versatility and Momentum of the Open*CP Fintech API Marketplace. Central Payments, the country’s fastest growing prepaid card issuer*, announces the market launch of financial technology products for six partners leveraging its’ award-winning Open*CP Fintech API Marketplace. Companies coming to market include......
Finxact Marketplace Welcomes Personetics
Banking Fintech News

Finxact Marketplace Welcomes Personetics

Fintech News Desk
by Fintech News Desk0
Finxact, the leading provider of the next-gen core banking platform to the US regional and super-regional banking sector, announced that Personetics has joined its Marketplace of best-in-class banking solutions. Together the companies will enable banks running the Finxact core to easily enrich transaction data and support the integration of the......
Industry Veteran Eric Wolf Joins Cetera
Finance News

Industry Veteran Eric Wolf Joins Cetera

Fintech News Desk
by Fintech News Desk0
Growth, technology, superior resources attract $100 million advisor to Cetera-affiliated Selik Wealth Management, Inc. Cetera Financial Group, one of America’s largest networks of financial professionals, announced that industry veteran Eric Wolf has joined Cetera through Selik Wealth Management, Inc., which is part of First Allied Securities, Inc. Selik Wealth Management, Inc.......
LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Fintech News

LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL firm. The father-son team joins from Raymond James and reported to LPL it served approximately......
Equisoft Continues Its Global Expansion With New Office in Colombia
Digital InsurTech News

Equisoft Continues Its Global Expansion With New Office in Colombia

Fintech News Desk
by Fintech News Desk0
This is the company’s second location in Latin America after Chile Equisoft, the global digital solutions provider to insurance and wealth management companies, is proud to announce that it is opening a new office in Colombia. From this second foothold in the region, Equisoft will grow its team to better serve its current customer base......
Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival
Finance News

Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival

Fintech News Desk
by Fintech News Desk0
Throughout Black History Month and Women’s History Month, Future Proof’s Changing Faces of Wealth initiative bridges the diversity and equity gap in financial services experienced by underrepresented groups . The Onyx Advisor Network (Onyx), a comprehensive entrepreneurial support platform for minority-led financial advisory firms, and Advisor Circle, a product and......
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