Search Results for: financial advice

Cristóbal Conde Appointed Chairman of FinTech and GovTech Leader Fimatix
Finance Fintech Investment Services News

Cristóbal Conde Appointed Chairman of FinTech and GovTech Leader Fimatix

Fintech News Desk
by Fintech News Desk0
Fimatix has announced the appointment of Cristóbal Conde as Non-Executive Chairman effective from 23 March 2021. Formerly Chairman of Calastone, the major global funds network recently sold to The Carlyle Group, Conde brings a wealth of business, fintech and investment experience. He will work closely with the senior management team......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
CompoSecure Releases Free Report on Benefits of Metal Payment Cards for Fintech Issuers
Business Fintech News

CompoSecure Releases Free Report on Benefits of Metal Payment Cards for Fintech Issuers

Fintech News Desk
by Fintech News Desk0
Aite Group research report shows how metal cards can attract and retain customers CompoSecure, L.L.C., a pioneer and category leader in premium financial cards, today released Metal Cards: A Competitive Edge for Fintech Issuers, a report on the benefits of metal cards as part of a robust proposition to attract new cardholders.......
Coast Capital Enhances Digital Offerings Through nCino Platform
Banking Cloud Fintech News

Coast Capital Enhances Digital Offerings Through nCino Platform

Fintech News Desk
by Fintech News Desk0
nCino’s online lending solution now live for credit union’s retail and small business members nCino, Inc., a pioneer in cloud banking and digital transformation solutions, announced that Canada’s largest credit union by membership and one of the country’s first federal credit unions, Coast Capital, is now live on the nCino......
Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange
InsurTech News

Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
Insurance Exchange Combines Technology, Data & Service to Deliver ‘Annuities Made Easy’ to Envestnet-Empowered Advisors Envestnet, Inc. announced that its Variable Annuity Program is being expanded to become the Envestnet Insurance Exchange, powered by Fiduciary Exchange, LLC (FIDx). This innovation provides access to all types of annuities, enabling advisors to......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Wealthcare Expands Business Development Team with Two Key Additions
Business Finance Fintech News

Wealthcare Expands Business Development Team with Two Key Additions

Fintech News Desk
by Fintech News Desk0
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, announced the addition of Michael Murray and Thomas Roberts to its business development team. Both Murray and Roberts join the firm in the position of Senior Vice President of Wealth Management, focusing on......
Betterment Acquires Wealthsimple's US Investment Advisory Book of Business
Finance Fintech Investments News

Betterment Acquires Wealthsimple’s US Investment Advisory Book of Business

Fintech News Desk
by Fintech News Desk0
Through this strategic acquisition, Betterment grows their customer base and continues to accelerate growth Betterment, a leading online financial services company, announced that it has acquired Wealthsimple’s U.S. book of business. In the coming months, Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support......
SVB Leerink Hires Robert Minear to Expand Healthcare Investment Banking Franchise
Banking Fintech News

SVB Leerink Hires Robert Minear to Expand Healthcare Investment Banking Franchise

Fintech News Desk
by Fintech News Desk0
SVB Leerink, a leading investment bank specializing in healthcare and life sciences, announced that Robert Minear will join the firm’s Healthcare Services and Technology Franchise team. Mr. Minear will be based in SVB Leerink’s New York office and will report to Barry Blake, Global Co-Head of Investment Banking. Mr. Blake stated, “We are thrilled......
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