Search Results for: banking and financial services

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
SaS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis
Analytics News Risk Management

SAS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis

PR Newswire
by PR Newswire0
Report highlights elevated insurance risk offerings with powerful asset-liability management capabilities As inflation and interest rates surge alongside evolving regulation, analytics offer a compass for regulators, (re)insurers and their clients navigating nebulous outlooks. Amidst turbulent market conditions, independent research firm Chartis declared analytics giant SAS a RiskTech Quadrant Leader in......
Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme
Investment Services News

Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme

PR Newswire
by PR Newswire0
Bitpanda Technology Solutions, Bitpanda’s Software-as-a-Service solution,  empowers banks, brokers, fintechs and online platforms to rapidly offer trading and investment services for asset classes such as Crypto, Stocks/ETFs, Precious metals & Commodities to their end customers In partnership with Austrian fintech unicorn Bitpanda, Visa’s partners will gain the opportunity to access Bitpanda’s......
Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering
Finance News

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering

PR Newswire
by PR Newswire0
An Expansion of the Firm’s Wealth Management Offerings, Personal Credit Line Enables Financial Professionals to Manage and Navigate their Clients’ Life Changes While Keeping Them On Track to their Long-Term Financial Goals Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the launch of Personal Credit......
The 10 Greatest Mobile Banking Software In 2022
Banking Digital Featured Fintech Primers

The 10 Greatest Mobile Banking Software In 2022

Pooja Choudhary
by Pooja Choudhary0
If money doesn’t grow on trees, then why do banks have branches? In this article, we shall be giving you a snapshot of the top 10 mobile banking applications which got viral in 2022 with their number of downloads on users smartphones or tablets. Try your hands on these apps......
BMO and 1871 Open WMNfintech Applications to Support Progress of Women-Led Startups
Fintech News

BMO and 1871 Open WMNfintech Applications to Support Progress of Women-Led Startups

PR Newswire
by PR Newswire0
WMNfintech is North America’s largest nonprofit fintech accelerator for women-founded and women-led startups, developed by BMO and 1871 BMO and 1871 announced a call for applications for its annual WMNfintech program, the largest nonprofit fintech industry accelerator for women-founded and women-led startups in North America. The program, designed to support the financial progress of women in......
State Street Further Expands Outsourced Trading Capabilities
News Trading

State Street Further Expands Outsourced Trading Capabilities

Business Wire
by Business Wire0
Acquisition of CF Global Trading to help clients drive growth to portfolios while accessing the scale, experience, insights, liquidity and technology of State Street’s established trading infrastructure State Street Corporation announced it has entered into a definitive agreement to acquire CF Global Trading, a global firm specializing in outsourced trading......
Wolters Kluwer Compliance Solutions Shares Insights in Response to Silicon Valley Bank and Signature Bank Collapse
Compliance management News

Wolters Kluwer Compliance Solutions Shares Insights in Response to Silicon Valley Bank and Signature Bank Collapse

Business Wire
by Business Wire0
In the wake of the recent collapse of Silicon Valley Bank (SVB) and Signature Bank—and subsequent banking industry developments in the U.S. and elsewhere—markets and the public should be reassured by the response of federal regulators to cover depositors and to help maintain confidence and stability in the resilient U.S.......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Scott Kremeier
Banking Investment Services News

Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Scott Kremeier

Business Wire
by Business Wire0
Piper Sandler Companies, a leading investment bank, is pleased to announce the addition of Scott Kremeier as a managing director within the healthcare investment banking group. Kremeier joins Piper Sandler with more than 16 years of experience advising on a broad range of assignments, including buy side and sell side M&A transactions,......
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