Search Results for: broker

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library
Finance News

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library

Fintech News Desk
Levitate is proud to announce the addition of FINRA-reviewed content to its expansive content library. Getting marketing content approved can be burdensome for small businesses in the finance industry. The Financial Industry Regulatory Authority (FINRA), a not-for-profit government-authorized organization that oversees U.S. broker-dealers, has many rules and regulations around financial advertising. While......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Kraken Appoints CJ Rinaldi as Chief Compliance Officer
Cryptocurrency News

Kraken Appoints CJ Rinaldi as Chief Compliance Officer

Fintech News Desk
New CCO brings three decades of financial services experience Kraken, one of the world’s largest and most-trusted crypto platforms, announced the appointment of CJ Rinaldi as Chief Compliance Officer. CJ’s decades of experience, both in traditional and decentralized finance, will further strengthen Kraken’s compliance program amid a fast-evolving regulatory landscape.......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
Boyne Capital Makes New Platform Investment in Flatworld Solutions
Investment Services News

Boyne Capital Makes New Platform Investment in Flatworld Solutions

Fintech News Desk
Boyne Capital is pleased to announce that one of its affiliates has partnered with management to acquire Flatworld Solutions, Inc., a business process outsourcing and automation (BPO/BPA) company providing services to the following industries: Banking, Financial Services, and Insurance (BFSI), Customer Experience, Healthcare, Software Development, IT Enabled Services, Engineering, and......
TCS BaNCS Helps Bitcoin Suisse AG Transform its Core Business
Fintech News

TCS BaNCS Helps Bitcoin Suisse AG Transform its Core Business

Fintech News Desk
Tata Consultancy Services announced that it has helped Bitcoin Suisse AG (BTCS) create a next-generation crypto-financial technology platform, powered by TCS BaNCS for Banking, supporting the latter’s journey of becoming a leading global crypto-financial services provider. BTCS selected TCS BaNCS for its native support for digital assets and Swiss and......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
Moreira Team Supplies Quick Quotes For Mortgage Rates In Atlanta
Mortgage News

Moreira Team Supplies Quick Quotes For Mortgage Rates In Atlanta

Fintech News Desk
Atlanta, GA based Moreira Team would like to announce that they are now supplying quick quotes for mortgage rates in the Atlanta area. Through a 100% transparent process, Moreira Team provides its clients with the best Atlanta mortgage rates possible. They shop around with over 22 different lenders and banks to make......
MortgageRight Attracts Mortgage Originators With Client-First Policies
Mortgage News

MortgageRight Attracts Mortgage Originators With Client-First Policies

Fintech News Desk
Birmingham, AL based MortgageRight is reaching out to mortgage originators who wish to work with a professional, comprehensive provider that prioritizes the client. To make it simpler for those involved in this industry to see what makes the company stand apart from its competitors, MortgageRight has published a blog post......
Relay Payments Supports Schneider in Boosting Efficiency, Increasing Billing Accuracy and Reducing Fraud
Fintech News

Relay Payments Supports Schneider in Boosting Efficiency, Increasing Billing Accuracy and Reducing Fraud

Fintech News Desk
One of the nation’s largest carriers saw improvements in data recognition following driver use of Relay to pay for lumper expenses Relay Payments, the fintech company that modernizes payments for the supply chain, logistics and trucking industries, is announcing Schneider, a premier multimodal provider of transportation, intermodal and logistics services,......
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