Search Results for: broker accounts

InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform
Fintech Fintech Startups Investment Services News

Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform

Fintech News Desk
by Fintech News Desk0
Fintech startup Save announced  that they have signed a preliminary agreement with Radius Bank to power an FDIC-insured consumer checking account and the Save Debit Invest™ debit card for customers of Save’s Savetech platform. The Save Debit Invest account will be managed as part of Save’s first-of-its-kind savings platform, where Save provides customers......
Cashfloat Reports an Increase of Over 270% in Loan Fee Fraud Attempts Since the Start of COVID-19
Fintech News

Cashfloat Reports an Increase of Over 270% in Loan Fee Fraud Attempts Since the Start of COVID-19

Fintech News Desk
by Fintech News Desk0
Cashfloat.co.uk, one of the UK’s leading online unsecured direct lenders, reported a record increase of over 270% in loan fee fraud attempts since the start of the coronavirus pandemic, with an average loss of £250 per victim. Read More: TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
ICONLOOP and Shinhan Bank Launch First Blockchain-based Financial KYC Compliance Certification Service in South Korea
Fintech News

ICONLOOP and Shinhan Bank Launch First Blockchain-based Financial KYC Compliance Certification Service in South Korea

Fintech News Desk
by Fintech News Desk0
Korea’s second-largest commercial bank, with $375 billion in assets, to Implement ‘Zzeung’ by ICONLOOP, the only mobile app approved by the Financial Services Commission, to open new customer accounts remotely with full KYC compliance ICONLOOP (www.iconloop.com) today announced a partnership with Shinhan Bank, Korea’s second-largest commercial bank, to issue KYC compliance......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
News

Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
by Fintech News Desk0
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
Artificial Intelligence News

MRS Announces Further Developments To Artificial Intelligence Tool Have Driven Record Results

Fintech News Desk
by Fintech News Desk0
MRS BPO LLC, a leading provider of services to the accounts receivable management industry, announced that their proprietary conversational IVR tool, Adam, has driven record results in 2020. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers Launched in beta mode in mid-2018, Adam is a virtual agent,......
Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
Fintech News

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Fintech News Desk
by Fintech News Desk0
Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab announced the launch of Schwab Plan, a free digital financial plan designed to......
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