Search Results for: financial advice

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault
Finance News

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault

Business Wire
by Business Wire0
BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance, and workflow efficiency are at the forefront BlueShore Financial, a full-service boutique financial institution, announces the launch of the BlueShore Digital Vault in collaboration with FutureVault, an industry-leading provider of......
Neo Financial Launches Neo Mortgage to Reimagine the Mortgage Experience in Canada
Mortgage News

Neo Financial Launches Neo Mortgage to Reimagine the Mortgage Experience in Canada

Business Wire
by Business Wire0
Neo’s technology transforms the traditional mortgage experience making it more accessible, affordable, and efficient from application to approval in minutes Neo Financial (Neo) is announcing its latest product, the Neo Mortgage. This new product represents a significant milestone for the company, offering Canadians a user-friendly and streamlined approach to financing......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
15 Ways How AI Is Reshaping The Banking And Financial Sector
Analytics Artificial Intelligence Banking Featured Finance

15 Ways How AI Is Reshaping The Banking And Financial Sector

Pooja Choudhary
by Pooja Choudhary0
In the near future, AI will exert the power of data analytics within the financial domain which will make transactions safer by reducing fraud and increasing compliance. In contrast to traditional approaches that take so long, AI algorithms can complete anti-money trafficking jobs quickly. According to a study by Accenture,......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
by PR Newswire0
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
New Financial Confidence Survey Reveals Major Gaps in US Residents' Ability To Manage Their Finances
Finance News

New Financial Confidence Survey Reveals Major Gaps in US Residents’ Ability To Manage Their Finances

PR Newswire
by PR Newswire0
New Survey from Unbiased.com Reveals a Third of Americans Blame the Education System For Their Lack Of Confidence In Financial Matters A new survey from Unbiased, the leading source for impartial and independent financial advice in the United Kingdom, which recently launched in the U.S., reveals some concerning shortcomings in the U.S.......
Citizens Announces $2 Million in Financial Empowerment Contributions to Nonprofits Across Footprint
News Risk Management

Citizens Announces $2 Million in Financial Empowerment Contributions to Nonprofits Across Footprint

Business Wire
by Business Wire0
150 Nonprofits Receive Support through Citizens Helping Citizens Manage Money Program Citizens announced that 150 nonprofit organizations across the communities it serves will receive support through the bank’s Citizens Helping Citizens Manage Money program. Select nonprofits will receive a total of $2 million to support work in this critical area. The......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
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