Search Results for: advisor marketing

ComplySci Appoints Widely-Respected Finance And Accounting Executive Wendy Fraulo As New CFO
Fintech Investments News

ComplySci Appoints Widely-Respected Finance And Accounting Executive Wendy Fraulo As New CFO

Fintech News Desk
by Fintech News Desk0
Veteran Leader’s Experience in High-Tech and Private Equity-Backed Enterprises Positions Leading Financial Services Sector RegTech Provider for Continued Growth, Expansion  ComplySci, the leading provider of regulatory technology and compliance solutions for the financial services sector, announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
FICO Research: Digital Literacy vs. Financial Literacy, Digital Preferences Vary by Generation
Banking Fintech Mortgage News

FICO Research: Digital Literacy vs. Financial Literacy, Digital Preferences Vary by Generation

Fintech News Desk
by Fintech News Desk0
Digital literacy does not equate to financial literacy as nearly one third of Gen Z prefer to open bank accounts over phone or by mail, showing a surprising digital divide when compared with those more senior to them HIGHLIGHTS: FICO released new research looking at the impact of COVID-19 on......
Rainshine to Launch Fintech Businesses Targeting the Global Media & Entertainment Industry
Fintech News

Rainshine to Launch Fintech Businesses Targeting the Global Media & Entertainment Industry

Fintech News Desk
by Fintech News Desk0
– Aims to uniquely combine original content, media financing and blockchain technologies to create the next generation media and entertainment company – The company is raising over $150 million of new capital to fuel expansion Rainshine Global Inc., a US-based diversified media and entertainment company, announces the creation of four new......
John Hancock Drives More New Business Through ON24 Digital Experiences
Finance Fintech News

John Hancock Drives More New Business Through ON24 Digital Experiences

Fintech News Desk
by Fintech News Desk0
Financial services leader grows sales 25% and helps partners increase new business by 266% John Hancock, a leading international financial services company, used ON24 digital experiences to drive new business and expand reach to a greater number of financial advisors. John Hancock engaged more than 1,500 partners on the ON24 platform......
Bull Run Finance ($BR) Introduces Huge APR & APY in the DeFi Space, Aims To Bring 1 Billion People To Crypto Currencies Market
Cryptocurrency DeFi News

Bull Run Finance ($BR) Introduces Huge APR & APY in the DeFi Space, Aims To Bring 1 Billion People To Crypto Currencies Market

Fintech News Desk
by Fintech News Desk0
The cryptocurrency market has opened up exciting opportunities for a wide range of users, including investors, traders, gamers and eSports enthusiasts. In a bid to give gamers and lottery-lovers more opportunities, the team at Bull Run Finance is pleased to announce the launching of its Decentralized Finance Including Staking &......
SwapXI Hits The DeFi Ecosystem, Prepares To Take Gaming To A New Level
Blockchain DeFi News

SwapXI Hits The DeFi Ecosystem, Prepares To Take Gaming To A New Level

Fintech News Desk
by Fintech News Desk0
For those that may not know, SwapXI is the world’s first decentralized finance offering. The platform is made by gamers and used by gamers all over the world. SwapXI provides all stakeholders, including investors, traders, gamers, advertisers, streamers, and viewers with a remuneration option. The team at SwapXI is pleased to......
iCapital Network Announces Relationship with Bridgewater Associates
Fintech News

iCapital Network Announces Relationship with Bridgewater Associates

Fintech News Desk
by Fintech News Desk0
Advisors and Family Offices Will Now Be Able to Access Bridgewater’s Strategies via an iCapital Technology Solution iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced the expansion of its relationship with Bridgewater Associates (“Bridgewater”), a......
Kaplan Partners with Wall Street Bound to Prepare Diverse, Under-represented Youth for Careers in the Financial Services Industry
Fintech News

Kaplan Partners with Wall Street Bound to Prepare Diverse, Under-represented Youth for Careers in the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Kaplan, Inc., one of the world’s largest and most diverse education providers, is investing in a partnership with Wall Street Bound, Inc., an emerging finance education nonprofit organization committed to recruit, train, and mentor diverse and under-represented youth for careers in the financial services industry. “We’re excited to be working with......
SROA Capital Fund VIII Acquires 100% Ownership Stake in StayLock Storage
Finance Investments News

SROA Capital Fund VIII Acquires 100% Ownership Stake in StayLock Storage

Fintech News Desk
by Fintech News Desk0
SROA Capital Fund VIII announced that they have closed the purchase of 100% ownership stake in the company from St. Louis-based management and investment firm Cequel III and St. Louis-based private equity firm Thompson Street Capital Partners.  The sale price was not disclosed. “Acquiring large, regional operators like StayLock Storage......
1