Search Results for: financial broker platform

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
by PR Newswire0
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
Lake Ridge Bank Modernizes Customer Engagement with the 8x8 XCaaS Cloud Contact Center and UC Platform
Banking Cloud News

Lake Ridge Bank Modernizes Customer Engagement with the 8×8 XCaaS Cloud Contact Center and UC Platform

Business Wire
by Business Wire0
Trusted Financial Services Firm Deploys 8×8 to Deliver Superior Customer Service Through Company-wide Efficiency and Enhanced Collaboration 8×8, Inc., a leading integrated cloud contact center and unified communications platform provider, announced that Lake Ridge Bank has deployed the 8×8 XCaaS (eXperience Communications as a Service™) integrated cloud contact center and unified communications platform,......
Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform
Fintech News

Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform

PR Newswire
by PR Newswire0
Improving investors’ experiences with regulatory, transactional and governance communications for a digital world To better serve investors around the world with a new enriched investor communications and governance solution experience, global Fintech leader Broadridge Financial Solutions, announced the international launch of its next-gen digital communications platform, the Broadridge Communications Cloud. The end-to end......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Interactive Brokers Introduces Long-Term Investment (TBSZ) Accounts in Hungary
Investment Services News

Interactive Brokers Introduces Long-Term Investment (TBSZ) Accounts in Hungary

Business Wire
by Business Wire0
Investors Benefit from Professional Pricing and Global Trading Capabilities Interactive Brokers, an automated global electronic broker, announced the introduction of long-term investment (TBSZ) accounts, offering Hungarian tax residents the opportunity to take advantage of significant tax reductions on their investments. TBSZ accounts provide a favorable tax structure for wealth building......
Spring EQ Partners with Cerberus to Expand Home Equity Financing Platform
Finance News

Spring EQ Partners with Cerberus to Expand Home Equity Financing Platform

Business Wire
by Business Wire0
Spring EQ, a leading provider of home equity financing solutions, announced that it has entered into a definitive agreement to be acquired by an affiliate of Cerberus Capital Management, L.P. (“Cerberus”), a global leader in alternative investing. Latest Fintech Interview : Global Fintech Interview with Jane Thomason, Web3.0 Leader at......
Tradeweb Completes Acquisition of Yieldbroker
News Trading

Tradeweb Completes Acquisition of Yieldbroker

Business Wire
by Business Wire0
Tradeweb Markets Inc., a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, announced that it has completed its acquisition of Yieldbroker, a leading Australian trading platform for Australian and New Zealand government bonds and interest rate derivatives covering the institutional and wholesale client sectors. The......
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