Search Results for: client

BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Fintech News Trading

BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland

Fintech News Desk
by Fintech News Desk0
Firm Adds Senior Hires to Sales and Trading Team in New York BTIG announced that Seth Bernstein and John Toland have joined the firm’s Fixed Income Credit unit as Managing Directors. Both sales and trading credit specialists will be based out of the firm’s New York office, and report into Darren......
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
by Fintech News Desk0
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......
Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally
Business Capital Markets Fintech News

Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally

Fintech News Desk
by Fintech News Desk0
Executes Strategic Partnership with Gracewater Capital to Better Serve Clients In June, Pro Business Plans announced it officially surpassed $4.0 B worth of transactions it provided advisory services for, 80% of which were in North America across over 60 industries. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Despite the uncertain......
Accenture Collaborates with Oracle to Transform Nickel Bank’s Finance Functions
Business Fintech News

Despite External Industry Threats, Few Wealth Managers Plan to Change Their Business Models, Accenture-Orbium Report Finds

Fintech News Desk
by Fintech News Desk0
Despite growing external threats to wealth managers’ businesses, including losses from intergenerational wealth transfers, nearly four in five wealth managers (78%) in Europe and Asia don’t plan significant changes to their traditional business models, according to a new report from Accenture and Orbium, part of Accenture Wealth Management. Read More:......
Wells Fargo Invests in Six Black-Owned Bank
Fintech Investment Services News

Barry Sommers Named Wells Fargo Wealth & Investment Management CEO

Fintech News Desk
by Fintech News Desk0
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......
Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services
Fintech Investment Services News

Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services

Fintech News Desk
by Fintech News Desk0
Enfusion, a leading global provider of investment management technology solutions and services, announced it has appointed Nancy Dornbush as Executive Vice President, Global Head of Managed Services. Dornbush will oversee Enfusion’s global network of Managed Services clients and work alongside the organization’s Product Management, Client Services and Technology teams to expand......
Docutech Is Now First American Docutech
Fintech News

Docutech’s Solex eClosing Chosen by LendingQB, a MeridianLink Product, to Streamline Digital Closings

Fintech News Desk
by Fintech News Desk0
Docutech, the leading provider of document, eSign, eClose and digital to print fulfillment technology and a member of the First American family of companies, announced that LendingQB, a leading provider of SaaS loan origination technology solutions, has integrated Docutech’s Solex™ eClosing solution to enable digital closing with eClosing, eNote and......
Scratchpay Launches Take 5 to Increase Access to Affordable Medical & Pet Care Financing
Economy Fintech News

Scratchpay Launches Take 5 to Increase Access to Affordable Medical & Pet Care Financing

Fintech News Desk
by Fintech News Desk0
Scratchpay has announced the rollout of its latest payment option: Take 5. Designed to offer patients an affordable, interest-free payment plan, Take 5 gives its partners a way to serve more clients than ever before. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay With Take 5,......
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