Search Results for: financial advice

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs
InsurTech News

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs

Fintech News Desk
by Fintech News Desk0
With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver......
Financial Services is Entering the Metaverse, and AI is Leading the Charge
Artificial Intelligence Guest Posts

Financial Services is Entering the Metaverse, and AI is Leading the Charge

Dennis Gada
by Dennis Gada0
Financial Services (FS) institutions are no strangers to artificial intelligence. From virtual customer service to compliance automation and fraud detection, the FS industry is harnessing AI for both internal and customer-facing activities. But AI holds the potential for more in the future: It can also help lead the FI industry......
CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors
Finance News

CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors

Fintech News Desk
by Fintech News Desk0
CMLS Financial, one of Canada’s largest commercial real estate finance companies, is pleased to announce a strategic partnership with, and investment in, Skyhawk Capital Advisors. Skyhawk Capital Advisors is based out of New York and is an independent advisory and capital markets firm focused exclusively on the real estate sector......
AdvicePay Receives Industry Critical SOC 2 Type II Attestation
Digital Payments News

AdvicePay Receives Industry Critical SOC 2 Type II Attestation

Fintech News Desk
by Fintech News Desk0
Independent Audit Verifies AdvicePay’s Internal Controls and Processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that AdvicePay has a strong commitment to security and to delivering high-quality services to......
Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the "S" in ESG
Analytics Fintech News

Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the “S” in ESG

Fintech News Desk
by Fintech News Desk0
Global Fintech leader will employ Syndio’s analytics platform to better measure, achieve and prove meaningful and lasting equity in the workplace Syndio, the world’s leading workplace equity analytics platform, announced a new partnership with global Fintech leader, Broadridge Financial Solutions. The company is employing Syndio’s technology to better enable the critical......
Stephen Kerringan Offers Fee Free Mortgage And Brokering Advice To Residents In Doncaster, Scunthorpe And Sheffield
Mortgage News

Stephen Kerringan Offers Fee Free Mortgage And Brokering Advice To Residents In Doncaster, Scunthorpe And Sheffield

Fintech News Desk
by Fintech News Desk0
With over 30 years of experience, Stephen Kerringan, who is based at the company Mortgages Remortgages in Doncaster, South Yorkshire, is now offering fee-free mortgage and brokering advice for people who are first-time property buyers, are moving home, want to buy-to-let or are looking to remortgage their home. Covering the areas of......
USALLIANCE Financial Partners with Lumin Digital for Enhanced Digital Banking Services
Banking Cloud News

USALLIANCE Financial Partners with Lumin Digital for Enhanced Digital Banking Services

Fintech News Desk
by Fintech News Desk0
Lumin Digital has announced a new multi-year partnership with New York-based USALLIANCE Financial supporting an enhanced online-banking experience for USALLIANCE’s more than 140,000 members and more than $2.5 billion in assets. Aimed to launch at USALLIANCE in July 2023, Lumin’s cloud-based online and mobile digital banking platform will deliver enhanced safety and security features and......
Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research
Cryptocurrency News

Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research

Fintech News Desk
by Fintech News Desk0
The latest Logica® Future of Money Study includes highlights on how people work, save, spend and invest, including insights on Gen Z, Millennials, Gen X and Boomers The newest Future of Money Study from Logica Research continues an examination of past, current and future financial trends—providing data that allows brands to make decisions......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
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