Search Results for: advisory firm

FICO Holds Free Virtual Financial Education Event to Help Empower Baltimore Consumers
Fintech News

FICO Holds Free Virtual Financial Education Event to Help Empower Baltimore Consumers

Fintech News Desk
by Fintech News Desk0
Senator Chris Van Hollen to Discuss Importance of Financial Literacy Leading analytics software firm FICO, will host a free financial education online event for Baltimore-area residents on August 27 to provide consumers with knowledge and tools to gain better insight into their financial health. Senator Chris Van Hollen will join the event to provide opening......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News Risk Management

ACA Compliance Group Launches ComplianceAlpha App for Mobile Devices

Fintech News Desk
by Fintech News Desk0
Provides financial services firms with an easier, more accessible compliance experience for today’s increasingly distributed work environment(ACA Compliance Group) ACA Compliance Group (ACA), a leading provider of governance, risk, and compliance advisory services and technology solutions, announced the launch of the mobile app version of its ComplianceAlpha platform for risk......
Glue42 Releases New Version of its Open-Source Platform
Fintech News Trading

Glue42 and Leading Point Financial Markets Collaborate on Front Office Modernization

Fintech News Desk
by Fintech News Desk0
Partnership helps financial firms build modular portfolios of business capabilities faster and more efficiently for continuous front office innovation and higher productivity gains. Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Leading Point Financial Markets, a financial services advisory and delivery partner, today announced a partnership......
MIAC Analytics™ Partners with ComplianceEase to Offer a Compliant Mortgage Asset Due Diligence Platform
Business Fintech News

MIAC Analytics™ Partners with ComplianceEase to Offer a Compliant Mortgage Asset Due Diligence Platform

Fintech News Desk
by Fintech News Desk0
Mortgage Industry Advisory Corporation (MIAC), a leading provider of financial analytics solutions, has partnered with ComplianceEase, the nation’s leading provider of automated compliance solutions to the financial services industry, to offer ComplianceAnalyzer in MIAC’s VeriFi™ 4.3 mortgage asset due diligence software platform. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago to......
Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking
Banking Blockchain Fintech Investment Services News

Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking

Fintech News Desk
by Fintech News Desk0
Thomas Amstutz, will be appointed as BVV Asia-Pacific Chairman to capture the emerging fintech and blockchain opportunities between Switzerland and Singapore. Blockchain Valley Ventures (BVV), the Swiss-based venture capital firm and corporate finance advisor, announced today the appointment of Thomas Amstutz as the Asia-Pacific Chairman to bolster its private wealth......
BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Investment Services News

BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues European Expansion

Fintech News Desk
by Fintech News Desk0
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the hiring of Arthur van der Goes. Van der Goes joins the global Consumer and Retail investment banking team as a......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Jefferies Announces Co-brand Partnership With Regis Partners in the Philippines

Fintech News Desk
by Fintech News Desk0
Jefferies Hong Kong Limited today announced that it has established a co-brand agreement with Regis Partners, Inc. for the cash equities business in the Philippines. Under the agreement, Jefferies will distribute equity research on companies in The Philippines on a co-branded basis to Jefferies’ global client base. Additionally, Regis Partners......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
BitOoda Expands into Proof of Stake with Hire of Recognized PoS Expert
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BitOoda Expands into Digital Securities Offerings

Fintech News Desk
by Fintech News Desk0
BitOoda is expanding its suite of digital asset financial services through the launch of a digital private placement and SAFT brokerage division, following approval of the company’s application to advise and act as a placement agent on private primary offerings of digital securities and broker secondary-market transactions for SAFTs (Simple......
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