Search Results for: Wealth management

OneConnect Recognized in World's Top Ten Fintech Companies In 2021 In Patent Quality List
Finance Fintech News

OneConnect Recognized in World’s Top Ten Fintech Companies In 2021 In Patent Quality List

Fintech News Desk
by Fintech News Desk0
OneConnect Financial Technology Co., Ltd., a key driver of fintech strategy for associate Ping An Insurance Group of China (“Ping An“), has helped the group to top the list of the World’s Top Ten Fintech Companies in 2021 in Patent Quality, followed by Ant Group and Alibaba. Latest Fintech Insights: Datavault Contracts With Agri-Fintech Company......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software
Fintech News

ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software

Fintech News Desk
by Fintech News Desk0
Transformational Acquisition Brings Together Two Industry-Leading SaaS Organizations to Create Next Generation Suite of Compliance Solutions for the Financial Services Industry RIA in a Box to Continue Operating Under Existing Brand and Leadership  ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced......
Berkshire Launches Socially Responsible Investing Portfolios
Banking Investment Services News

Berkshire Launches Socially Responsible Investing Portfolios

Fintech News Desk
by Fintech News Desk0
Offering Empowers Clients to Create a Meaningful Impact on Communities by Aligning Financial Goals with Positive Environmental and Social Outcomes Berkshire Hills Bancorp, Inc., the parent company of Berkshire Bank, a socially responsible community-dedicated bank with branch locations in New England and New York, announced the launch of a new suite of......
MPB BHC, INC., The Holding Company For Metro Phoenix Bank, Enters Into A Merger Agreement With Alerus Financial Corporation
Fintech News

MPB BHC, INC., The Holding Company For Metro Phoenix Bank, Enters Into A Merger Agreement With Alerus Financial Corporation

Fintech News Desk
by Fintech News Desk0
MPB BHC, INC., the holding company for Metro Phoenix Bank, announced the signing of a merger agreement with Alerus Financial Corporation . The definitive agreement and plan of merger to acquire MPB, the largest full-service community bank headquartered in Phoenix, represents the twenty-fifth acquisition for Alerus since 2000 as part of......
Advisor Credit Exchange Partners With Janney Montgomery Scott to Offer Seamless Access to Expanded Lending Platform
Banking News

Advisor Credit Exchange Partners With Janney Montgomery Scott to Offer Seamless Access to Expanded Lending Platform

Fintech News Desk
by Fintech News Desk0
Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its Financial Advisors, expanding the lending solutions available to support their clients’ goals and financial plans. Latest Fintech Insights: Globant Launches New Reinvention Studios to Impact Industries with Digital Transformation Through the......
Credem Group Invests In Artificial Intelligence Through A Silicon Valley Startup Incubator
Fintech News

Credem Group Invests In Artificial Intelligence Through A Silicon Valley Startup Incubator

Fintech News Desk
by Fintech News Desk0
– Euromobiliare Asset Management SGR has closed the first deal of the “Corporate Venture Capital” initiative launched by Credem Group; – the deal involves an investment and an industrial partnership agreement with a U.S. fintech startup Noonum; – the main goal for Credem Group is to acquire skills in the......
SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets
Fintech News

SVB Financial Group’s Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
SVB Financial Group, the parent of Silicon Valley Bank, today announced the continued growth of the Tech Investment Banking team with additional hires in the Internet, Consumer / Marketing Software, Fintech, and Enterprise Software sectors along with the formal launch of Technology Leveraged Finance and Equity Capital Markets capabilities. The new hires include......
Broadridge Names Dipti Kachru Global Chief Marketing Officer
News Trading

Broadridge Names Dipti Kachru Global Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, a global Fintech leader, announced the appointment of Dipti Kachru as Global Chief Marketing Officer, effective. Latest Fintech Insights: Indian Economy Holds USD 1.1 Trillion Digital Asset Opportunity by 2032: CrossTower and USISPF Report As Global CMO, Kachru will be responsible for leading all aspects of Broadridge’s global marketing......
Global Retail Banking Innovation Awards 2021: Bank One Elite Banking Awarded “Best Mass Affluent Banking Offering” for its Cross-Border Services
Banking Fintech News

Global Retail Banking Innovation Awards 2021: Bank One Elite Banking Awarded “Best Mass Affluent Banking Offering” for its Cross-Border Services

Fintech News Desk
by Fintech News Desk0
The “Best Mass Affluent Banking Offering” title recognises the efforts of Bank One in serving mass affluent customers Bank One announced that it won the Best Mass Affluent Banking Offering award in the Service Innovations category at the Global Retail Banking Innovation Awards 2021 (GRB21) organised by the Digital Banker. Every......
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