Search Results for: Wealth management

Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers
Fintech News

Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers

Fintech News Desk
CapIntel’s partnership with Equitable Life signals accelerated movement within Canadian financial services leaders working with fintech companies to thrive in a digital world. CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, announced a partnership with Equitable Life. Leading......
Columbia Bank Hires Justin Jennings, New Executive VP, Operations Officer
Banking News

Columbia Bank Hires Justin Jennings, New Executive VP, Operations Officer

Fintech News Desk
Columbia Bank is pleased to welcome, Justin Jennings, the new Executive Vice President, Operations Officer, effective immediately. Jennings, who replaces Brian Murphy upon his retirement in April 2022, is responsible for the Operations division including Card Services, Deposit Operations, Loan Servicing and the Customer Service Center. Mr. Jennings spent his......
ZeroShift DAO Set to Simplify Decentralized Finance in Highly Anticipated Launch
Cryptocurrency DeFi News

ZeroShift DAO Set to Simplify Decentralized Finance in Highly Anticipated Launch

Fintech News Desk
While the market is deciding what it wants to do, a brand-new wealth management organization has successfully taken its first steps toward launching a product on one of the biggest Ethereum competitor chains, Avalanche. ZeroShift is a DAO, a decentralized autonomous organization whose goal is to simplify decentralized finance, otherwise......
Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform
Fintech News

Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform

Fintech News Desk
Gerald Kleber, Dustin Carr and Tad Lyle join Advisor Group through SagePoint Financial and The AmeriFlex Group. Advisor Group, the nation’s largest network of independent wealth management firms, announced its successful partnership with three financial advisors who oversee $481 million in total client assets. Latest Fintech Insights: Marco Financial Partners with DP......
Embedded Finance Startup Falcon Appoints Ex-banker Chinmaya Desai As Chief Business Officer Ahead Of Its Next Growth Phase
Finance Fintech Startups News

Embedded Finance Startup Falcon Emerges From Stealth; To Hit $30m Revenue by March ‘23

Fintech News Desk
●       Syndicate of global marquee investors back the full stack issuance platform Embedded Finance startup Falcon has launched in India, announcing its target of hitting $30M revenue by March 2023. Falcon has already received backing from a number of all-star investors from the USA, India, and the Middle East, indicating interest......
Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations
Finance News

Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations

Fintech News Desk
Caris will oversee Cetera’s Corporate and Employee Communications, Public Relations and Social Media Caris’ career in financial journalism and communications leadership aligns with Cetera’s robust growth trajectory and unwavering commitment to its advisors and their clients Cetera Financial Group, one of America’s largest networks of financial professionals, has named Jessica Caris,......
Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning
Capital Markets Finance News

Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning

Fintech News Desk
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Republic Capital Group congratulates its client Reilly Financial Advisors (“Reilly”) with $2 billion in AUM, on its transaction with Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces......
Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
Blue Ridge Bankshares and FVCBankcorp Mutually Agree to Terminate Merger Agreement
Banking Business News

Blue Ridge Bankshares and FVCBankcorp Mutually Agree to Terminate Merger Agreement

Fintech News Desk
Blue Ridge Bankshares, Inc., the parent company of Blue Ridge Bank, National Association, and FVCBankcorp, Inc., the parent company of FVCbank, jointly announced a mutual agreement to terminate their merger agreement, previously announced on July 14, 2021, pursuant to which the companies had agreed to combine in an all-stock merger......
The Financial Marketing Institute Announces Leading Financial Services Companies
Finance Fintech News

The Financial Marketing Institute Announces Leading Financial Services Companies in Digital Experience For 2021

Fintech News Desk
The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, announces the leading financial services companies in digital experience for 2021. “Our digital experience models are quantitatively-driven and, therefore, enable us to provide very specific analysis to our sponsor participants on where they are......
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