Search Results for: broker

Ally Lending expands relationship with Milan Laser
Fintech Investment Services News

Ally Invest Digital Conference Puts Focus on Investing in Today’s Market Environment

Fintech News Desk
Ally Invest, the online brokerage and wealth management arm of Ally Financial announced its second digital conference designed to help people of all experience levels sharpen their investing skills. The fully-online “Ally Invest Digital Conference,” scheduled for Wednesday, June 24, 2020, is free to attend and will be livestreamed on Ally’s YouTube......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Business Fintech News

XDimensional Technologies Becomes Member of Verisk Strategic Alliances

Fintech News Desk
XDimensional to Offer ISO Rating Content within Its Policy Admin+ Platform XDimensional Technologies announced that it has become a member of the Verisk Strategic Alliances network. Alliance companies, like XDimensional, use information and products from ISO, a Verisk business, to build on and enhance their own product offerings. Read More:......
Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor
Business Fintech Investment Services News

Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor

Fintech News Desk
Celsius’s US$30M first equity round has Tether International as a US$10M lead investor at a US$120M pre-money valuation. Celsius Network Limited (“Celsius”) is excited to announce that Tether International Limited (“Tether International”), a member of the Tether group of companies, the largest stablecoin issuer with a 90% market share, is......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Capital Markets Fintech News Risk Management Trading

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

Fintech News Desk
SS&C Technologies Holdings, announced that Mid Atlantic Capital Group has chosen SS&C to automate its FINRA Consolidated Audit Trail (CAT) reporting obligations. The Securities and Exchange Commission will require all broker-dealers to report equities and options transaction data to FINRA CAT at the end of the month. Read More: Abrigo Adds......
Optima Partners Successfully Expands into Hong Kong
Business Fintech News

Optima Partners Successfully Expands into Hong Kong

Fintech News Desk
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with its expansion into Hong Kong.  Katrina Banh, the lead Partner in its Hong Kong office stated, “from a compliance perspective, global connectivity and awareness is paramount. Our capabilities and the......
Deutsche Bank Launches Payments Platform Through 2C2P in Thailand
Banking Fintech News

Deutsche Bank Appointed as Depositary Bank for the Sponsored American Depositary Receipt Program of LION GROUP HOLDING LTD.

Fintech News Desk
Deutsche Bank announced its appointment as depositary bank for the NASDAQ-listed American Depositary Receipt program of Lion Group Holding Ltd. (the “Company” or “LION”). Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms “We are very pleased to have been appointed as depositary......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
Wells Fargo Invests in Six Black-Owned Bank
Fintech Investment Services News

Barry Sommers Named Wells Fargo Wealth & Investment Management CEO

Fintech News Desk
Wells Fargo & Company announced that Barry Sommers will join the company as CEO of Wealth & Investment Management (WIM) on June 22, reporting to CEO Charlie Scharf. Sommers will have responsibility for the company’s delivery of wealth management, investment, and retirement products and services to clients through its U.S.-based......
Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020
Artificial Intelligence Big Data Fintech InsurTech News

Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020

Fintech News Desk
Efma, an association of more than 3,300 retail financial services companies in 130 countries, and Accenture have announced the winners of the fifth annual Innovation in Insurance Awards during a virtual awards ceremony. “We were pleased to see great inroads being made this year to transform the insurance industry in customer......
John Walsh Joins Zipari as Chief Technology Officer
Fintech InsurTech Investment Services News

John Walsh Joins Zipari as Chief Technology Officer

Fintech News Desk
Zipari, the first and only consumer experience platform built specifically for the health insurance industry, is pleased to announce that John Walsh has joined the company as Chief Technology Officer (CTO). Walsh is the first CTO at Zipari and assumes responsibility for all technology including Architecture, Core Engineering, Infrastructure, Quality......
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