Search Results for: dealer experience

StarCompliance Welcomes New Client: IFP Securities, LLC
Finance News Security

StarCompliance Welcomes New Client: IFP Securities, LLC

Fintech News Desk
by Fintech News Desk0
StarCompliance to provide compliance software to support broker-dealer’s risk management program and strengthen controls StarCompliance (“Star”), a provider of compliance technology solutions to the financial services industry, announced its new partnership with Independent Financial Partners (“IFP”)—consisting of IFP Advisors, an investment adviser, and IFP Securities, a broker-dealer, co-headquartered in Tampa, Florida—to......
LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Fintech News

LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL firm. The father-son team joins from Raymond James and reported to LPL it served approximately......
Scania Appoints Jonas Rickberg as Chief Financial Officer and Member of Scania Executive Board
Fintech News

Scania Appoints Jonas Rickberg as Chief Financial Officer and Member of Scania Executive Board

Fintech News Desk
by Fintech News Desk0
Effective April 1, Jonas Rickberg is appointed Chief Financial Officer, reporting to Christian Levin, President and CEO. Rickberg is currently Vice President Finance and Business Control, Sales and Marketing at Scania. Latest Fintech Insights: Macquarie Global Infrastructure Total Return Fund Inc Since he started at Scania in 2005, he has held positions in......
New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities
Finance News

New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities

Fintech News Desk
by Fintech News Desk0
Improvement in the financial industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC and Civitas Advisor Solutions, LLC offer clients new groundbreaking solutions and opportunities. Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with over 40 independent......
National Loans Explains Asset Loans For Private Sales
Finance Lending News

National Loans Explains Asset Loans For Private Sales

Fintech News Desk
by Fintech News Desk0
Buying a used asset, such as a car or boat, can be a great way to score some significant savings, however buying a privately sold asset with finance can involve a few more hoops to jump through. Leading finance broker National Loans, who provides asset finance including car and boat......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
DeFi Technologies Closes CHF 25 Million Investment in Swiss Global Digital Assets Bank, SEBA Bank AG
Capital Markets DeFi News

DeFi Technologies Closes CHF 25 Million Investment in Swiss Global Digital Assets Bank, SEBA Bank AG

Fintech News Desk
by Fintech News Desk0
DeFi Technologies reinforces its goal of providing greater investor access to the growing decentralized finance and Web 3.0 space DeFi Technologies Inc., a technology company bridging the gap between traditional capital markets and decentralized finance, announced that it has closed its investment of CHF 25 million into SEBA Bank AG,......
B2Broker Group Acquires Mauritius FSC Licence to Provide Multi-Asset Brokerage Services
B2B Finance News

B2Broker Group Acquires Mauritius FSC Licence to Provide Multi-Asset Brokerage Services

Fintech News Desk
by Fintech News Desk0
-B2Broker, a leading liquidity and technology provider of solutions to the Forex and financial services industry, has secured a licence from the Financial Services Commission (FSC) Mauritius, the company has announced. The licence has been acquired under the name of B2B Prime Services Limited, a member of the B2Broker Group of......
Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations
Finance News

Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations

Fintech News Desk
by Fintech News Desk0
Caris will oversee Cetera’s Corporate and Employee Communications, Public Relations and Social Media Caris’ career in financial journalism and communications leadership aligns with Cetera’s robust growth trajectory and unwavering commitment to its advisors and their clients Cetera Financial Group, one of America’s largest networks of financial professionals, has named Jessica Caris,......
Autonomy Launches Tesla Model 3 EV Subscription Program
Fintech InsurTech News

Autonomy Launches Tesla Model 3 EV Subscription Program

Fintech News Desk
by Fintech News Desk0
Available now via Autonomy.com and the mobile app and through TrueCar.com- providing car buying visitors the option to subscribe to a Tesla – Announcement follows close of company’s $83 million equity and debt financing and acquisition of the Autonomy brand, Autonomy.com and the global trademark library and related brand IP,......
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