Search Results for: Wealth management

Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available
Banking Fintech News

Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available

Fintech News Desk
by Fintech News Desk0
Regions Next Step provides free tips and tools to help people financially prepare for the new year and beyond. Regions Bank on Wednesday announced the results of a new survey that finds Americans feel financially unprepared for the year ahead. But there is good news, too: free resources are available to......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
IRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based PayrollIRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll
Digital Payments News

IRIS Software Group Acquires Accountants World To Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll

Fintech News Desk
by Fintech News Desk0
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is announcing it has acquired Accountants World, a pioneer in cloud solutions for accountants in North America. Latest Fintech Insights: Newmark Announces Agreement with Leading Commercial Real Estate Services Group in Poland The acquisition of Accountants World is a......
Hywin Wealth Appoints CTO to Accelerate Digital Transformation
Finance News

Hywin Wealth Appoints CTO to Accelerate Digital Transformation

Fintech News Desk
by Fintech News Desk0
Hywin Holdings Ltd., a leading independent wealth management service provider in China, announced the appointment of Mr. Zhu Hua as Chief Technology Officer to accelerate the digital transformation of the Company, effective immediately. Mr. Zhu is a renowned technology leader in China’s financial services industry, and previously worked at Microsoft,......
Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades
Digital Asset Management News

Definity Partners With Cobalt to Enable Real-Time FX Clearing and Dynamic Credit Management of Digital Asset Trades

Fintech News Desk
by Fintech News Desk0
DeFinity, an institutional digital asset ECN and DeFi marketplace for fiat FX, Cryptocurrencies and Central Bank Digital Currencies, partners with Cobalt, a market infrastructure provider focused on re-engineering the institutional FX and digital asset markets to facilitate real–time clearing, settlement and dynamic risk and credit management. The combined technology of......
Wealthface Launches Advanced Investing App
Investment Services News

Wealthface Launches Advanced Investing App

Fintech News Desk
by Fintech News Desk0
The platform offers Face X for Local AED Free Transfers Wealthface, an Investment management company, announced the launching of its Invest App for passive investors in the Middle East and in the United States on Android and IOS. Wealthface offers expert investment services through a blend of investment options, advanced Fintech, and professional......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
Asset Management Industry Severely Lacking Diversity, New Knight Foundation Study Finds; Signals Untapped Opportunity For Investors
Fintech News

Asset Management Industry Severely Lacking Diversity, New Knight Foundation Study Finds; Signals Untapped Opportunity For Investors

Fintech News Desk
by Fintech News Desk0
Knight-commissioned research reveals only 1.4% of more than $82 trillion dollars of U.S.-based assets is entrusted to diverse-owned firms The John S. and James L. Knight Foundation released a new study measuring diversity in the U.S.-based financial industry revealing that only 1.4 percent of assets are entrusted by investors to......
FNZ To Acquire Appway to Accelerate Financial Institutions' Digital Transformation And Open-Up Wealth Together
Digital Fintech News

FNZ To Acquire Appway to Accelerate Financial Institutions’ Digital Transformation And Open-Up Wealth Together

Fintech News Desk
by Fintech News Desk0
 The acquisition will accelerate the deployment of personalised propositions at scale across the financial services industry, enabling up to 90% faster client onboarding. – Appway’s award-winning low-code no-code workflow automation solution will extend FNZ’s position as the industry’s leading global wealth management platform and continues their investment in next-generation technology. – FNZ......
1