Search Results for: financial advice

FTI Consulting Grows Financial Services Practice with Addition of Enrique Ubarri
Compliance management Investment Services News

FTI Consulting Grows Financial Services Practice with Addition of Enrique Ubarri

Fintech News Desk
by Fintech News Desk0
FTI Consulting, Inc. announced continued investment in its Financial Services practice within the Forensic and Litigation Consulting segment with the appointment of Enrique Ubarri as a Senior Managing Director. Mr. Ubarri, who is based in Miami, brings more than 20 years of financial services experience, working in both large financial institutions and in......
Survey Reveals Connection Between Financial Savviness & Use of Digital Banking Tools
Banking News

Survey Reveals Connection Between Financial Savviness & Use of Digital Banking Tools

Fintech News Desk
by Fintech News Desk0
Access to digital tools empower Americans to take control of their finances After a year in which many consumers had to rely heavily on digital tools for their financial needs, self-reported “financial experts” use digital tools more often than others, according to the KeyBank 2022 Financial Mobility Survey—highlighting a potential correlation......
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
Finance News

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality

Fintech News Desk
by Fintech News Desk0
Fintech platform celebrates 40th anniversary on top of continued growth of platform Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announces the celebration of 40 years of growth and success in the financial planning sector, along with new one-page summary functionality within......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
VersaBank Appoints Financial Crime Prevention Expert and Advocate Veteran Garry Clement
Banking News

VersaBank Appoints Financial Crime Prevention Expert and Advocate Veteran Garry Clement

Fintech News Desk
by Fintech News Desk0
VersaBank announced it has appointed financial crime prevention expert and advocate, Garry W. G. Clement, to the position of Chief Anti-Money Laundering Officer (“CAMLO”). Mr. Clement is an internationally recognized expert in the areas of money laundering, white-collar crime, organized crime and detection of suspicious activity, including cyber-crime. He brings to VersaBank more......
Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services
Finance News

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Fintech News Desk
by Fintech News Desk0
Introducing Women Working in Wealth Award to honor women who inspire, mentor, and strive to advance other women in financial services The American College Center for Women in Financial Services will host its inaugural Women Working in Wealth Summit and Awards Ceremony live in New York City on International Women’s Day, Tuesday,......
i2c and Swell Team Up to Enable Next Generation Financial Products
Banking News

i2c and Swell Team Up to Enable Next Generation Financial Products

Fintech News Desk
by Fintech News Desk0
Global issuer processor joins with developer of next-gen financial app to create integrated financial platform i2c Inc., a leading provider of digital payment and banking technology, announced its strategic relationship with Swell Financial Inc., Colorado-based developer of the Swell App, which will include features to automatically control spending, tackle debt,......
Deposits.com Selects MX to Advance the Pace of Financial Inclusion in Underserved Communities
Banking News

Deposits.com Selects MX to Advance the Pace of Financial Inclusion in Underserved Communities

Fintech News Desk
by Fintech News Desk0
Partnership to reshape banking access for customers and underserved communities by providing easier access, insights, and support to reach financial goals MX, the financial data platform and leader in modern connectivity, announced that Deposits.com, a trailblazing financial technology and customer experience platform that “makes money more awesome,” has chosen MX......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
MoneyLion Completes Acquisition of Even Financial, the Category Leading Embedded Finance Marketplace
Digital Finance News

MoneyLion Completes Acquisition of Even Financial, the Category Leading Embedded Finance Marketplace

Fintech News Desk
by Fintech News Desk0
Acquisition Expands MoneyLion’s Distribution Network, Accelerating MoneyLion’s Mission of Providing Financial Access and Advice to Hard-working Americans MoneyLion Inc., the award-winning digital financial platform, has completed its acquisition of Even Financial Inc. (“Even”), the category-leading embedded finance marketplace. The acquisition strengthens MoneyLion’s platform by improving consumers’ abilities to find and access the......
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