Search Results for: financial advisor

Scott Rafkin Appointed Volvo Group Chief Digital Officer
Banking Business

Scott Rafkin Appointed Volvo Group Chief Digital Officer

Fintech News Desk
Scott Rafkin, currently President of Volvo Financial Services, has been appointed to the new position of Executive Vice President and Chief Digital Officer for the Volvo Group, effective January 1, 2020. In this role he will be a member of the Executive Board and report to the Volvo Group President and......
Fords, Hondas, and Toyotas are Most Likely to End Up In Driveways This Christmas, ValuePenguin.com Study finds
Business News

Fords, Hondas, and Toyotas are Most Likely to End Up In Driveways This Christmas, ValuePenguin.com Study finds

Fintech News Desk
Top Brands Sell a Combined Average of Almost 1.7 Million Vehicles in December. December tends to be the biggest month for car sales, but some brands sell far more than the industry average. Whether people are buying it for themselves or as a gift for another, the most notable brands include......
Phoenix Finance wins the Asian Banker’s “Digital Wealth Management Service of the Year in China” Award
Banking News

Phoenix Finance wins the Asian Banker’s “Digital Wealth Management Service of the Year in China” Award

Fintech News Desk
The Wealth and Society Summit 2019 hosted by the Asian Banker was held in Shanghai on December 6th. Chairman of the Asian Banker Mr. Emmanuel Daniel, managing director of Rockefeller Capital Management Mr. Guy Dietrich, professor of Shanghai Advanced Institute of Finance Mr. Wu Fei and other experts and academics attended this summit. Phoenix Finance is a......
Santander UK Wins Multiple Industry Awards for Innovation in Digital Banking With nCino
Banking News

nCino Expands Its Lending Capabilities With Integration To J.D. Power Valuation Services

Fintech News Desk
Addition Enables Quick and Accurate Vehicle Valuations in a Single System Without the Need to Rekey Data nCino, the worldwide leader in cloud banking, announced that it is collaborating with J.D. Power, a global leader in consumer insights, advisory services and data and analytics, to integrate J.D. Power Valuation Services......
Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients
Banking News

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients

Admin
Bank of America announced the expansion of unlimited commission-free online stock, ETF and option trading to all Merrill Edge Self-Directed investors. Zero-dollar trades, together with the firm’s powerful combination of personalized guidance, straightforward tools, professional expertise and the industry-leading Preferred Rewards program, ensure Bank of America and Merrill clients can pursue their......
Eastern Union Launches 'Pooled Loan' Division
Business Fintech News

Eastern Union Launches ‘Pooled Loan’ Division

Fintech News Desk
Lenders Will Offer Lower Interest Rates to Borrowers Who Purchase as a Group Eastern Union, one of the country’s leading commercial real estate finance firms, has launched a Pooled Loan division that will deliver below-market interest rates for borrowers. Borrowers will be rewarded with the discounted rates by pooling multiple......
First National Bank Appoints Brad Jones to Lead Charlotte Region
Banking News

First National Bank Appoints Brad Jones to Lead Charlotte Region

Fintech News Desk
First National Bank, the largest subsidiary of F.N.B. Corporation, announced that it has hired Brad Jones, as Regional Market Executive and President of the Bank’s Charlotte market. He reports to Robert Moorehead, Chief Wholesale Banking Officer for FNB. In his role, Jones is responsible for developing new business opportunities, organizing and providing leadership to......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
Rebel Raises USD $10 Million in Funding to Offer Consumers Affordable Credit
Fintech Funding Fintech Startups News

Rebel Raises USD $10 Million in Funding to Offer Consumers Affordable Credit

Fintech News Desk
Investment Round Includes Monashees and Global Venture Investor FinTech Collective Rebel, a digital consumer finance startup that offers middle-class Brazilians access to unsecured credit at affordable rates, has raised USD $10 million in new equity funding. This funding round comes one year after having raised USD $4 million from XP and others. Participants in......
Finicity Solution Live Within Ellie Mae Encompass Consumer Connect
Banking Fintech News

Finicity Solution Live Within Ellie Mae Encompass Consumer Connect

Fintech News Desk
Digital Verification Report Speeds up Lending Process While Improving Digital Experience for Lenders and Borrowers Finicity, a provider of real-time financial data access and insights, and Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry, announced that Finicity’s digital Verification of Assets (VoA) solution is now available through......
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