Search Results for: advisory firm

Banking News

Blackstone Announces Appointment of Gene Lockhart, Former CEO and President of Mastercard, as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Blackstone (NYSE:BX) today announced the appointment of Gene Lockhart, former CEO and President of Mastercard and former President of the Global Retail Bank at Bank of America, as a Senior Advisor. Mr. Lockhart will bring his deep expertise in the financial services and financial technology sectors to advise across the......
Mobile Banking Trading

Fidelity Launches Fidelity Spire – Free Innovative Mobile App That Helps Young Adults Achieve Their Money Goals

Fintech News Desk
by Fintech News Desk0
Fidelity Helps Keep More Money in Your Pocket: App Referral Bonus on Sign-Up, Plus Simple Subscription-Based Price with Robo Advisor New App Further Differentiates the Industry-Leading Value Fidelity Offers Via Zero Commission Online Trading*, Zero Account Fees, Zero Account Minimums, Zero Investment Minimums, Zero Expense Ratios Index Funds Read More: Celsius......
BrightStar Care Chooses BillingPlatform to Automate Complex Billing Needs
Business Fintech News

BillingPlatform and Navint Partner to Automate and Accelerate Lead-to-Revenue Transformation for Global Enterprises

Fintech News Desk
by Fintech News Desk0
BillingPlatform, the leading global cloud-based monetization and billing solution provider, and Navint, an advisory and technology firm that helps organizations drive growth and operational efficiency, announced a partnership specifically designed to address the diverse business models and complex billing requirements as enterprises move to digitally transform their businesses. This growing market......
With Tax Season Complete, Avii Takes Audit to the Next Level with New Intelligent Auditing Software in Avii Workspace
Fintech News

With Tax Season Complete, Avii Takes Audit to the Next Level with New Intelligent Auditing Software in Avii Workspace

Fintech News Desk
by Fintech News Desk0
As Audit and Advisory reign supreme as a critical need and differentiator for accounting practices, Avii, a leading practice management platform for tax, audit, advisory, is bringing additional advanced functionality forward in Avii Audit Procedures in the current 2.0 version of Avii Workspace™. Read More: Hummingbird Raises $8.2M To Automate Financial......
Capital Markets Fintech News

Wells Fargo Names Mike Santomassimo as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company (NYSE: WFC) announced today that Mike Santomassimo will join the company in fall 2020 as Chief Financial Officer. Santomassimo will report to CEO Charlie Scharf and serve on the company’s Operating Committee. He will succeed John Shrewsberry, who has announced plans to retire following a successful......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech Investment Services News

HTK Launches the Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
HTK Financial Professionals can now Seamlessly Offer Annuities to Clients Through the HTK Advisory Series Powered by Envestnet Envestnet, announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Artificial Intelligence Blockchain Fintech Funding News

AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique, announced that it has continued its Technology investment banking expansion in the Southeast with the addition of two senior investment bankers, Jamie Hamilton, managing director, Financial Technology investment banking, and B.T. Remmert, managing director, IT Services investment banking. Both bankers join the Technology investment......
Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor
Capital Markets Fintech News

Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Fintech News Desk
by Fintech News Desk0
Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Andrew is the latest in a string......
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