Search Results for: advisory firm

GreenHill Announces Acquisition by Leaders in the Investment Management Industry
Fintech Investment Services News

GreenHill Announces Acquisition by Leaders in the Investment Management Industry

Fintech News Desk
by Fintech News Desk0
GreenHill, a leading investment reporting provider in wealth management, has announced new leadership as the organization looks to expand its strategic solutions across wealth management clients. The new leadership team is composed of Bill McFadden, Jack Curran and Harry Cubit, who have all worked in the trust and investment management arena for over two......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing
Fintech News Risk Management

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the structured solutions market. StoneX Group, through its subsidiaries, is a leading provider of execution, risk......
Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Fintech News

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
Phillip Heasley named to the Jopari Board of Directors
Fintech News

Phillip Heasley named to the Jopari Board of Directors

Fintech News Desk
by Fintech News Desk0
After 15 years at the helm of ACI Worldwide, Phillip Heasley announced his retirement as of December 31st, 2019  and as of today, Mr. Heasley has joined the Board of Directors of Jopari Solutions, bringing a wealth of experience and expertise from the financial industry. Read More: tZERO Appoints Former Nasdaq EVP John......
Stifel Adds Senior Technology Investor and Banker Ben Tompkins to its Global Technology Group in Europe
Banking Fintech Investment Services News

Stifel Adds Senior Technology Investor and Banker Ben Tompkins to its Global Technology Group in Europe

Fintech News Desk
by Fintech News Desk0
Stifel Financial Corp. (NYSE: SF) today announced the hiring of Ben Tompkins as a Managing Director in its Global Technology Group, based in London. Ben joins the full-service Stifel platform as an investment banker primarily focused on cloud-based software and software applications supporting financial institutions, e-commerce, data analytics, productivity, and......
Barclays makes strategic investment in Australia
Banking Fintech Investment Services News

Barclays Makes Strategic Investment In Australia

Fintech News Desk
by Fintech News Desk0
Barclays today announced that it has signed an agreement to become a foundation investor in Barrenjoey Capital Partners (“Barrenjoey”), a newly-established Australia-based full-service financial services firm. Barrenjoey, which is scheduled to launch in mid-2021, will provide corporate and strategic advisory, domestic equity and debt capital market underwriting, cash equities, research,......
U.S. Small Businesses are Seeing Card Usage Increase as the Payments Market Shifts
Business Fintech News

U.S. Small Businesses are Seeing Card Usage Increase as the Payments Market Shifts

Fintech News Desk
by Fintech News Desk0
Mercator Advisory Group new survey research finds a greater share of small businesses’ sales are coming from cards as the pandemic causes changes to how people pay. Mercator Advisory Group’s new Insight Summary Report, 2020 Small Business PaymentsInsights, Payment Acceptance – The Payments Shift, reveals that U.S. small businesses are starting......
Bookkeeper360 Launches App That Integrates with Xero to Provide Real-Time Business Insights
Business Fintech News

Bookkeeper360 Launches App That Integrates with Xero to Provide Real-Time Business Insights

Fintech News Desk
by Fintech News Desk0
Bookkeeper360, an accounting platform for startups and growth-stage businesses, today announced its Bookkeeper360 App is available in the Xero App Marketplace. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since 2012, has serviced and advised thousands of small business owners by leveraging technology to......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Business Fintech News

Former Marqeta COO Eric Bachman Joins Qolo as Board Member

Fintech News Desk
by Fintech News Desk0
Fintech and Technology Veteran to Leverage Payments and Payment Technology Expertise Furthering Qolo’s Momentum Qolo, the B2B payments hub for the New Economy, today announced that Eric Bachman, former Chief Operating Officer of Marqeta has joined Qolo’s Board of Directors. Bachman is an institutional payments veteran with over 30 years......
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