Search Results for: dealer experience

Hamilton Lane's $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize
Fintech Funding Investment Services News

Hamilton Lane’s $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize

Fintech News Desk
by Fintech News Desk0
New Securitize Fund Requires Minimum Investment of $20,000, Down from ~$5 Million, Tokenized Exclusively on Polygon Individual investors can now access Hamilton Lane‘s flagship direct equity fund, Equity Opportunities Fund V through a new Securitize feeder fund tokenized on Polygon. Leading private markets investment firm Hamilton Lane recently closed the Fund on nearly......
P97 Networks Announces Collaboration with Visa
Digital Payments News

P97 Networks Announces Collaboration with Visa to Further Innovate Mobile Payment Capabilities for C-Store Industry

Fintech News Desk
by Fintech News Desk0
Collaboration strengthens payment offerings for Connected Commerce and Mobility Services platforms P97 Networks, a leading connected commerce, mobile payments, and mobility services provider, announced that it is teaming up with Visa to deploy its token technology. This collaboration will help reduce friction with in-car payments, enable EV charging payments across......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
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
by Fintech News Desk0
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.......
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
by Fintech News Desk0
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......
NEO Exchange Expands Coverage in Carbon Credits Market With Public Listing of DevvStream
Investment Services News

NEO Exchange Expands Coverage in Carbon Credits Market With Public Listing of DevvStream

Fintech News Desk
by Fintech News Desk0
NEO welcomes DevvStream Holdings Inc. to ring the bell in celebration of its listing on the NEO Exchange. A carbon credit management and investment company focused on technology-based projects, DevvStream is now available for trading on NEO under the symbol DESG. “This is an exciting milestone for DevvStream. We are thrilled to partner......
LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
The Patriot Financial Group Affiliates with Cetera
Finance Investment Services News

The Patriot Financial Group Affiliates with Cetera

Fintech News Desk
by Fintech News Desk0
$2.5 billion firm joins Cetera Financial Specialists community from Securities America Cetera Financial Group, one of America’s largest networks of financial professionals, announced that The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, has affiliated with the Cetera Financial Specialists community. The firm joins......
Day Air Credit Union Launches Sync1 Systems LOS With Great Success
Lending News

Day Air Credit Union Launches Sync1 Systems LOS With Great Success

Fintech News Desk
by Fintech News Desk0
Day Air Credit Union recently went live with Sync1 Systems LOS solution to enhance its indirect lending workflow and automation. “The implementation and conversion experience was handled with expert care and could not have been more seamless,” expresses John Theobald, Day Air Credit Union’s CLO. Since the conversion, Day Air’s indirect auto volume......
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