Search Results for: advisor marketing

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
Nium Appoints Spencer Hanlon to Chief Operating Officer
Digital Payments News

Nium Appoints Spencer Hanlon to Chief Operating Officer

PR Newswire
by PR Newswire0
Nium, the global leader in real-time cross-border payments, announced the appointment of Spencer Hanlon to the role of Chief Operating Officer (COO). Previously, Hanlon served as Nium’s Global Head of Travel, spearheading one of the company’s fastest-growing business units. Hanlon joined Nium in 2021 via the acquisition of Ixaris Group Ltd., where......
MindBridge Launches its Global Partner Program to Bring AI-based Financial Risk Intelligence and Orchestration Solutions to the Enterprise
Artificial Intelligence Finance Fintech News

MindBridge Launches its Global Partner Program to Bring AI-based Financial Risk Intelligence and Orchestration Solutions to the Enterprise

PR Newswire
by PR Newswire0
This new program enables partners to rapidly integrate AI-powered risk intelligence into their platforms and services. MindBridge, a pioneering leader in AI-powered financial risk intelligence, today announced the MindBridge Global Partner Program. Coming in conjunction with the latest release of the MindBridge Platform, this program welcomes other enterprise software and......
CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies
Finance Fintech Investments News

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies

Business Wire
by Business Wire0
CAIS platform powers the largest network of independent advisors for alternative investing CAIS, the leading alternative investment platform for independent financial advisors, today announced that Blackstone, the world’s largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies. “We......
SRAX Signs Agreement to Merge with DNA Holdings
Finance Fintech News

SRAX Signs Agreement to Merge with DNA Holdings

GlobeNewswire
by GlobeNewswire0
SRAX Inc., a financial technology company that unlocks data and insights for publicly traded companies through its SaaS platform Sequire, announced today it has entered into a definitive merger agreement with DNA Holdings Venture Inc. pursuant to which the shareholders of DNA will become the majority owners of SRAX’s outstanding......
Hearsay Systems' 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts
Finance Fintech News

Hearsay Systems’ 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts

Business Wire
by Business Wire0
Over the last four years, video content published increased by 287%, but text-only posts still see the highest level of engagement Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, today announced the findings of its 2024 Social Selling Content Study. Now in its seventh......
PayPal Names Steve Winoker as Chief Investor Relations Officer
Digital Payments News

PayPal Names Steve Winoker as Chief Investor Relations Officer

PR Newswire
by PR Newswire0
PayPal Holdings, announced that Steve Winoker has been named Chief Investor Relations Officer, effective May 15, 2024. Winoker will report to Jamie Miller, Chief Financial Officer, and be responsible for communicating the vision and progress of PayPal’s transformation to the financial community. “Steve is a collaborative and trusted strategic advisor, who brings a......
Manchester-based Fintech, Lemon Raises £500k In Pre Seed Funding
Fintech News

Manchester-based Fintech, Lemon Raises £500k In Pre Seed Funding

Fintech News Desk
by Fintech News Desk0
Led by SFC Capital and Pitchdrive, the funding round enables Lemon to continue building a strong SaaS management platform designed to help SMEs manage their SaaS subscription spend. Using Lemon, SMBs can expect to save up to 20% on their SaaS spending. Today, Manchester-based fintech, Lemon, is announcing it has......
Cadence Bank Announces Simplified Organizational Structure and Expanded Roles for Key Executives
Banking News

Cadence Bank Announces Simplified Organizational Structure and Expanded Roles for Key Executives

PR Newswire
by PR Newswire0
The new management structure streamlines the organization and eliminates management layers to expedite decision-making, enhance accountability, and further a laser-focused approach to client relationships. Cadence Bank announced changes to its organizational structure, as well as new and increased responsibilities for several key executives, that will build on the company’s success,......
The Gershman Group Partners with LPL's New PWM Platform
Fintech News

The Gershman Group Partners with LPL’s New PWM Platform

PR Newswire
by PR Newswire0
The new platform, blending independence with employee benefits, represents a game-changer in the industry, positioning LPL as a formidable competitor against the likes of UBS, Morgan Stanley, and Merrill Lynch. Roger Gershman of The Gershman Group who is known to represent the who’s-who of elite advisors for both banks and independents believes LPL’s launch......
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