Search Results for: broker

Hexure Acquires Vive
InsurTech News

Hexure Acquires Vive

Business Wire
by Business Wire0
Combination to Create a Modern, Unified Platform for Life and Annuity Distribution Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the acquisition of Vive, a quote and e-submission platform for life insurance, to create a single, best-in-class distribution platform for the life......
Blue Ocean Technologies & QUODD Announce Global Strategic Partnership to Deliver US Market Data After Hours
Fintech News

Blue Ocean Technologies & QUODD Announce Global Strategic Partnership to Deliver US Market Data After Hours

Business Wire
by Business Wire0
Blue Ocean Technologies, LLC (BOT), a unique capital markets fintech leader in global after hours trading, and QUODD, a comprehensive market data on demand provider for the financial services industry and a NewSpring Holdings platform company, announced a strategic partnership aimed at delivering after hours trading capabilities to global investors. As......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Sterling Trading Tech’s Global Risk & Margin System Evolves to Meet Volatility and Regulation, Industry Veteran Brian Saldeen Leads Effort
News Trading

Sterling Trading Tech’s Global Risk & Margin System Evolves to Meet Volatility and Regulation, Industry Veteran Brian Saldeen Leads Effort

Business Wire
by Business Wire0
Sterling Trading Tech (STT), a leading provider of trading technology including a proprietary order management system, a risk and margin system, and trading platforms for the capital markets worldwide, announced the appointment of industry veteran Brian Saldeen as Senior Risk & Margin Product Manager. Saldeen joins Sterling to lead the......
Wawanesa Deploys Guidewire Cloud to Drive Service, Innovation, and Growth
InsurTech News

Wawanesa Deploys Guidewire Cloud to Drive Service, Innovation, and Growth

Business Wire
by Business Wire0
The Wawanesa Mutual Insurance Company (Wawanesa), a leading Canadian mutual insurer, and Guidewire announced that Wawanesa has successfully deployed Guidewire Cloud to drive service, innovation, and growth. A Guidewire InsuranceSuite and Guidewire Digital customer since 2010, Wawanesa originally implemented Guidewire in a self-managed, on-premise deployment model. Now, Guidewire Cloud is enabling Wawanesa to provide excellent service......
Ault Alliance Launches New FinTech Offering Monthlyincome.com
Fintech News

Ault Alliance Launches New FinTech Offering Monthlyincome.com

Business Wire
by Business Wire0
Ault Alliance, a diversified holding company announced the launch of its new FinTech offering via the Company’s online investing platform Monthlyincome.com, which provides opportunities for investors to purchase senior unsecured notes and earn fixed monthly income. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Monthlyincome.com......
Umpqua Bank Names Nicole Bascomb-Green Head of Community Lending
Lending News

Umpqua Bank Names Nicole Bascomb-Green Head of Community Lending

PR Newswire
by PR Newswire0
Hire advances Umpqua’s commitment to provide financial products and services that address affordable housing and access challenges in its communities Umpqua Bank, a subsidiary of Columbia Banking System Inc., announced the appointment of Nicole Bascomb-Green as Head of Community Lending. In this role, Bascomb-Green is responsible for the management of the community lending team,......
Pilot Trading Launches Innovative AI Signals Only Mode for Traders
Artificial Intelligence Fintech News

Pilot Trading Launches Innovative AI Signals Only Mode for Traders

GlobeNewswire
by GlobeNewswire0
QuantGate Systems, the pioneering Artificial Intelligence (AI) and Machine Learning (ML) fintech solution company, is pleased to introduce a groundbreaking feature in the Pilot Trading Platform and App – AI Signals Only Mode. This revolutionary addition offers real-time data from over 60,000 assets by processing a staggering 5 billion calculations......
CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
Investment Services News

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
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