Search Results for: advisor marketing

Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Banking Mobile Banking News Trading

Niyo Acquires Wealthtech Start-Up Goalwise; Aims To Target Millennials

Fintech News Desk
by Fintech News Desk0
In a bid to expand its product offering to the millennials, Niyo, India-based digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform. The Covid-19 pandemic has significantly increased the demand for digital banking and related services. Niyo is well-placed to use this opportunity to rapidly expand its user......
News Risk Management

BDO Launches New Compliance Center Powered by Microsoft

Fintech News Desk
by Fintech News Desk0
Holistic solution backed by trusted technology suite helps organizations streamline compliance with evolving legal and regulatory requirements BDO USA, LLP, one of the nation’s leading accounting and advisory firms, today announced the launch of a new integrated solution that helps organizations develop and maintain a comprehensive data governance, risk management......
Venture Capital and Private Equity Legal Leaders Pressured to Cut Costs Due to Deal Volume Dips and Rise of Procurement, Says Apperio Study
Fintech Funding Investment Services News

Private Equity Firms Feel Pressure to Scrutinize Legal Spend More Closely as M&A and Fundraising Declines, Says New Apperio Study

Fintech News Desk
by Fintech News Desk0
In-House Counsel Must Track, Analyze and Reduce Cost of Outside Legal Services to Weather Hard Times Ahead Private Equity (PE) firms in the U.S. and UK spend many millions of dollars on legal services annually, but they are scrutinizing their external legal spend like never before, according to a new Apperio research......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
Fuel and Convenience Retailers Must Act Quickly on EMV — or Incur Sizable Costs, According to Upcoming Mercator and TNS Webinar
Business Fintech News

Fuel and Convenience Retailers Must Act Quickly on EMV — or Incur Sizable Costs, According to Upcoming Mercator and TNS Webinar

Fintech News Desk
by Fintech News Desk0
The liability shift deadline for EMV compliance is fast approaching, and convenience and fuel retailers that need to upgrade their forecourt and other payment systems are invited to attend an instructional webinar offered by Transaction Network Services (TNS) in partnership with Mercator Advisory Group, the trusted global advisor to the payments industry. Read More: Binance......
Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
Business Fintech News

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
E*TRADE Study Reveals Significant Rebound in Bullish Sentiment
Fintech Investment Services News

E*TRADE Study Reveals Significant Rebound in Bullish Sentiment

Fintech News Desk
by Fintech News Desk0
E*TRADE Financial Corporation announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate investors are bullish on the market but have a wary economic outlook: Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “It’s encouraging to......
Imperium Group On How Real Estate startup Nada is Growing Fast and Raising $2M
Fintech Fintech Funding News

Imperium Group On How Real Estate startup Nada is Growing Fast and Raising $2M

Fintech News Desk
by Fintech News Desk0
Fast-growing real estate technology startup, Nada, has just launched their $2mm seed-round of fundraising. Based in Dallas, one of the hottest real estate markets in the nation, Nada opened their doors in 2018 with a mission to empower homeowners to buy and sell their home online while paying $0 (nada). The......
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