Search Results for: dealer experience

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
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......
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......
Carputty Brings The Power of AI to Auto Financing and Ownership
Finance News

Carputty Brings The Power of AI to Auto Financing and Ownership

GlobeNewswire
by GlobeNewswire0
Carputty announces that a third of its Flexline applications are now AI-decisioned, reaching a significant milestone in the Company’s mission to bring greater transparency and reduce subjectivity in the automotive finance industry. Carputty (“Carputty” or the “Company”), the fintech company modernizing auto financing and ownership, announced the next evolution of......
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......
Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform
Fintech News

Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform

PR Newswire
by PR Newswire0
Improving investors’ experiences with regulatory, transactional and governance communications for a digital world To better serve investors around the world with a new enriched investor communications and governance solution experience, global Fintech leader Broadridge Financial Solutions, announced the international launch of its next-gen digital communications platform, the Broadridge Communications Cloud. The end-to end......
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
Investment Services News

First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF

Business Wire
by Business Wire0
First Trust Advisors L.P. (“FTA”) announces the declaration of the monthly distribution for First Trust Income Opportunities ETF, advised by FTA. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive Vice President at Clearwater Analytics FTA is a federally registered investment advisor and serves as the Fund’s investment......
Pagaya Announces Partnership with Westlake Financial, Showcasing Strength of Pagaya’s Fast-Growing Auto Product
Artificial Intelligence Fintech News

Pagaya Announces Partnership with Westlake Financial, Showcasing Strength of Pagaya’s Fast-Growing Auto Product

Business Wire
by Business Wire0
Leading dealer groups and thousands of Westlake’s franchise dealers to gain access to Pagaya’s tech-enabled credit-decisioning product Pagaya Technologies, a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, has announced a partnership with Westlake Financial, an automotive fintech company with almost $24 billion in assets under management,......
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