Search Results for: financial advice

MoneyLion Acquires Leading Creator Network and Content Platform, MALKA Media
Fintech News

MoneyLion Acquires Leading Creator Network and Content Platform, MALKA Media

Fintech News Desk
by Fintech News Desk0
Accelerates MoneyLion’s Ability to Directly Connect to New Audiences and Communities at Scale Advances Company’s Mission to Educate, Inform and Support Consumers’ Financial Decision Making MoneyLion Inc, an award-winning, data-driven, digital financial platform, announced that it has acquired MALKA Media Group LLC (“MALKA”), a rapidly growing creator network and content......
Ping Identity Names Shalini Sharma New Chief Legal Officer
Fintech News

Ping Identity Names Shalini Sharma New Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Shalini Sharma replaces former Chief Legal Officer, Lauren Romer, to help guide the company through its next phase of growth Ping Identity, the Intelligent Identity solution for the enterprise, appointed Shalini Sharma its new Chief Legal Officer, effective January 10, 2022. She will head the company’s legal department and serve......
TeamViewer Enables New Virtual Branch for Erste Bank Oesterreich
Banking Business News

TeamViewer Enables New Virtual Branch for Erste Bank Oesterreich

Fintech News Desk
by Fintech News Desk0
The Erste Bank Oesterreich has implemented a new cutting-edge remote consultation service based on TeamViewer Engage, a secure and privacy-compliant solution for online customer interaction, offering a modern addition to existing contact options. Clients of Erste Bank Oesterreich can now receive online consultation from their personal advisor in a video......
CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes
Fintech News

CapIntel Establishes Strategic Relationship with Canada Life to Enhance Client Experience and Outcomes

Fintech News Desk
by Fintech News Desk0
CapIntel’s digital application will now support approximately 3,000 advisors at Canada Life CapIntel, a leading financial technology company that connects wealth advisors and their clients using an intuitive sales platform, announced a strategic relationship with The Canada Life Assurance Company (Canada Life). The new strategic relationship will enable Canada Life’s......
NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada
InsurTech News

NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada

Fintech News Desk
by Fintech News Desk0
Acquisition of one of Western Canada’s largest independent brokerages creates a consolidated platform in the region, enhancing NFP’s existing P&C capabilities and operations NFP, a leading insurance broker and consultant that provides business and personal insurance, group benefits, retirement, and individual solutions announced its acquisition of Foster Park Brokers Inc. (Foster Park).......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
AppSmart Expands Reseller Offerings With Dropbox Product Suite
Fintech News

AppSmart Expands Reseller Offerings With Dropbox Product Suite

Fintech News Desk
by Fintech News Desk0
AppSmart and Dropbox will join forces at the Channel Partners Conference and Expo to highlight product and marketplace features. AppSmart®, the leading source to find, buy and manage all business technology services, announced it has finalized authorization to offer Dropbox products—including the Dropbox Business Suite, HelloSign, and DocSend. The Dropbox......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
PaystubsNow Launches Improved Invoice and Paystub Generator
Digital Payments News

PaystubsNow Launches Improved Invoice and Paystub Generator

Fintech News Desk
by Fintech News Desk0
Regardless of Their Business Requirements, Users Worldwide Can Switch to the Service for All of Their Financial Needs PaystubsNow announced the launch of its updated invoice and pay stub generator, which aims to take the confusion out of financial documentation for users worldwide. The company has allowed individuals seeking easy......
Insurtech Platform Ripe Announces Majority Investment from Aquiline Capital Partners LLC
Fintech InsurTech Investments News

Insurtech Platform Ripe Announces Majority Investment from Aquiline Capital Partners LLC

Fintech News Desk
by Fintech News Desk0
Ripe Thinking Limited (“Ripe”), a UK-based digital underwriting and insurance distribution platform, is pleased to announce that it has entered into a definitive agreement for Aquiline Capital Partners LLC (“Aquiline”) to acquire a majority stake in the company. Aquiline is a private investment firm based in New York and London with $6.9 billion in assets under management,......
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