Search Results for: business planning

Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times
Business Fintech News

Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times

Fintech News Desk
by Fintech News Desk0
Six months after moving their practice, former Stifel advisors say Ameriprise’s dedicated support and seamless technology facilitated a smooth transition Financial advisors Donald Henriquez III and Scott Cirelli joined the employee channel of Ameriprise Financial in Florham Park, N.J. after spending almost nine years at Stifel Financial Corp. The advisors,......
Fintech News

WealthPark Raises JPY 907 Million for Digitalizing Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
WealthPark Co., Ltd. (Headquarter: Shibuya, Tokyo; CEO: Ryuta Kawada; “WealthPark”) announced it has closed JPY 907 million (USD 8.5 million(1)) in financing. SBI Investment Co., Ltd. (SBI AI&Blockchain LPS), Mizuho Capital Co., Ltd. (Mizuho Growth Fund No.3 Limited Partnership), Aozora Bank, Ltd., Japan Finance Corporation, and various domestic and foreign investors participated in this......
KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Signal Advisors Launches First-Ever Platform To Pay Annuity Commissions In One Day

Fintech News Desk
by Fintech News Desk0
Signal Advisors today announced the debut of their tech-enabled Independent Marketing Organization, or IMO. IMOs distribute annuities and life insurance through a large network of independent financial advisors. “The world doesn’t need another IMO. It needs something fundamentally different,” said Patrick Kelly, Co-Founder and CEO of Signal Advisors, who has spent......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
News

Avoiding the 17a-4 Quagmire – AdvisorVault’s Guide for Small FINRA Firms

Fintech News Desk
by Fintech News Desk0
Despite all the confusion today, there are a few basic things AdvisorVault has learned over the years about 17a-4 that will help keep costs as low as possible yet reduce the risk for small FINRA firms. AdvisorVault, the experts on solving the data archiving demands of SEC rule 17a-4, announces a......
KBC Bank Chooses Finastra for Libor Transition
Banking Fintech News

New Survey from Kasasa Reveals Consumer Banking Plans as COVID-19 Pandemic Continues

Fintech News Desk
by Fintech News Desk0
A new consumer survey commissioned by Kasasa® revealed how consumers’ plans for banking will unfold in the next 30 days as the pandemic continues. The July 2020 study was conducted online by The Harris Poll on behalf of Kasasa, garnering responses from 1,040 U.S. adults ages 18 and older. Read More: Huobi Introduces......
Fintech

Income Lab Announces Appointment of Derek Tharp to its Board of Advisors

Fintech News Desk
by Fintech News Desk0
Income Lab announced today the appointment of Derek Tharp, Lead Researcher and Speaker at Kitces.com, to Senior Advisor and member of the Income Lab Board of Advisors. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “We are excited to welcome Derek to our team.......
CPA.com and Jirav Launch Strategic Partnership
Business News

AICPA and CPA.com Announce All-Virtual Digital CPA Event This Year

Fintech News Desk
by Fintech News Desk0
Acceleration of Change is Overarching Theme of Dec. 8 Forum Digital CPA, an event hosted by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, will focus this year on change management, successful deployment of distributed teams and technological innovation in the accounting profession. Read More: Bank......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Mphasis Digital Risk Leverages Mendix Low-Code Platform to Drive Fast, Effective Digitalization for the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
$1.7 trillion in secondary mortgage loans processed through Mendix-built applications One developer using Mendix does the work of four developers working in .NET Citizen developers emerge as a powerful force to get internal apps built  Mendix, a Siemens business and the global leader in enterprise low-code, today announced that Mphasis......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
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