Search Results for: dealer experience

Cetera Completes Acquisition of Assets Related to Voya Financial Advisors' Independent Financial Planning Channel
Finance Fintech News

Cetera Completes Acquisition of Assets Related to Voya Financial Advisors’ Independent Financial Planning Channel

Fintech News Desk
by Fintech News Desk0
Marks Cetera’s Second Acquisition of a Carveout From an Insurance-related Business New Business, Cetera Wealth Partners, Retains Independent Financial Planning Channel’s Management Team, More Than 90% of Financial Professionals and More Than 93% of Assets Under Administration Cetera announced that it has successfully completed the acquisition of certain assets related......
ComplySci Announces $120 Million Growth Investment From K1 Investment Management
Fintech News

ComplySci Announces $120 Million Growth Investment From K1 Investment Management

Fintech News Desk
by Fintech News Desk0
Leading Enterprise Software-Focused Private Equity Firm Joins Existing Investors in ComplySci as Company Reports Strongest Financial Performance Ever in Q1 2021 Capital Will Support New and Enhanced Solutions to Benefit Fast-Expanding Roster of Leading Financial Services Customers K1 to Help Drive Accelerated Growth and Expansion Opportunities for ComplySci ComplySci, the......
Nivel Acquires Aftermarket PTV Parts E-commerce Platform Performance Plus Carts
E-commerce News

Nivel Acquires Aftermarket PTV Parts E-commerce Platform Performance Plus Carts

Fintech News Desk
by Fintech News Desk0
Nivel Parts & Mfg Co LLC announced that it has acquired, Performance Plus Carts, a leading golf car parts and accessories e-commerce platform focused on providing customers a seamless digital strategy. The purchase brings together Nivel’s strong product portfolio and distribution capabilities with PPCs expertise in the e-commerce space. Nivel recognizes......
Cetera Appoints Vamsi Yadlapati to Board of Directors
Banking Fintech Investments News

Cetera Appoints Vamsi Yadlapati to Board of Directors

Fintech News Desk
by Fintech News Desk0
Industry Veteran to Support Ongoing Growth Strategy Cetera Financial Group, one of the industry’s largest financial advice firms, announced that it has appointed a new Board Member, industry veteran Vamsi Yadlapati, to its Board of Directors. Yadlapati brings more than two decades of leadership experience in the financial industry and......
Barbara G. Novick Joins Board of Directors of the AFX
Banking Finance Fintech News

Barbara G. Novick Joins Board of Directors of the American Financial Exchange (AFX)

Fintech News Desk
by Fintech News Desk0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced today that Barbara G. Novick, co-founder of BlackRock and current Senior Advisor to the firm, will serve as an independent director on AFX’s Board of Directors. Ms. Novick was a co-founder of BlackRock......
WisdomTree Names Bryan Edmiston as Chief Financial Officer
Finance News Trading

WisdomTree Names Bryan Edmiston as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Promotion Reflects Depth of Management and Operating Team WisdomTree Investments, Inc., an exchange-traded product (“ETP”) sponsor and asset manager, today announced the Board of Directors appointed Bryan Edmiston as Chief Financial Officer, effective June 1, 2021. Mr. Edmiston, 45, has served as Chief Accounting Officer since April 2018 and as Director......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
SB Finance Partners with OneConnect Financial Technology To Roll-out Cloud Based Financial Technology
Finance Fintech News

SB Finance Partners with OneConnect Financial Technology To Roll-out Cloud Based Financial Technology

Fintech News Desk
by Fintech News Desk0
Consumer lending company, SB Finance Company Inc. has signed a strategic partnership with OneConnect Financial Technology Co., Ltd., a leading technology-as-a-service platform for financial institutions and an associate of Ping An Insurance (Group) Company of China, Ltd., to provide Filipinos with greater accessibility to credit and better customer experience in an effort to promote financial inclusion......
NXCR Appoints FinTech and Mobility Executive Martin Prescher as Chief Technology Officer
Banking Fintech News

NXCR Appoints FinTech and Mobility Executive Martin Prescher as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
NXCR, the fintech and insurtech vehicle subscription platform, announced that consumer finance technology and mobility executive, Martin Prescher, has joined the company as Chief Technology Officer.  In his role, Martin will be responsible for all platform technology and innovation and will oversee the engineering and data teams. Martin previously worked at......
Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings
Investments News

Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings

Fintech News Desk
by Fintech News Desk0
Alternative investments platform provides seamless point-and-click experience for Inland Investments’ wealth management partners Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Inland Real Estate Investment Corporation (“Inland Investments”) has selected the AIX platform as one of its electronic platform providers to onboard new funds and streamline......
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