Search Results for: financial coaching

Carson Group Tops $20 Billion In Assets
Fintech News

Carson Group Tops $20 Billion In Assets

Fintech News Desk
by Fintech News Desk0
Attributes achievements to the growth of partner firms and the ability to help advisors deliver personalized service to more than 40,000 families Carson Group, one of the fastest-growing financial services firms in the country, begins the new year by hitting a major milestone as it surpasses $20 billion in assets under management.......
Umpqua Bank Launches Small Business Empowerment Program With $2 Million To Support Minority, Women Entrepreneurs
Banking News

Umpqua Bank Launches Small Business Empowerment Program With $2 Million To Support Minority, Women Entrepreneurs

Fintech News Desk
by Fintech News Desk0
Multi-year partnerships designed to close opportunity gap in access to capital, resources, and expertise Umpqua Bank, a subsidiary of Umpqua Holdings Corporation, announced a new program that expands access to capital, resources, and expertise for minority and women entrepreneurs. Umpqua Bank’s Small Business Empowerment Program builds on existing private and......
The Bank Of London Appoints Felipe Hillard As Chief Customer & Product Officer
Banking Fintech News Technology

The Bank Of London Appoints Felipe Hillard As Chief Customer & Product Officer

Fintech News Desk
by Fintech News Desk0
The Bank of London, the next-generation technology company and the world’s first purpose-built global clearing, agency, and transaction bank, announced the appointment of Felipe Hillard as its Chief Customer & Product Officer (CCPO) & Member of the Bank’s Executive Management Committee. As CCPO, Hillard will be responsible for the bank’s overall client......
Maryland Life Insurance Services Partners With Integrity To Help Agents Reach More American Families
InsurTech News

Maryland Life Insurance Services Partners With Integrity To Help Agents Reach More American Families

Fintech News Desk
by Fintech News Desk0
Agents will thrive using Integrity’s omnichannel insurtech platform to provide effective solutions and peace of mind to the people they serve Integrity Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in life, health and wealth solutions, announced it has acquired Maryland Life Insurance Services, an independent marketing organization (“IMO”) based......
Bolster Raises $11 Million Series B Financing to Harness the Future of Work Through On-Demand Executive Talent
Finance Fintech News

Bolster Raises $11 Million Series B Financing to Harness the Future of Work Through On-Demand Executive Talent

Fintech News Desk
by Fintech News Desk0
High-growth tech startup, Bolster, is using its Series B financing from Foundry, Union Square Ventures, Costanoa Ventures, SVB Financial Group, and High Alpha to respond to massive demand for on-demand executive and board talent. Andrea Rice and Rory Verrett join Cristina Miller on Bolster’s board as independent directors Bolster, the......
Impruvu Establishes Itself As the Go-to for Business Funding
Business Fintech Funding News

Impruvu Establishes Itself As the Go-to for Business Funding

Fintech News Desk
by Fintech News Desk0
Your financial improvement solutions Impruvu will continue to help aspiring entrepreneurs and businesses in growing their business. CEO Damon Aleczander said “Impruvu is revolutionizing the business funding industry.” Damon Aleczander said though Impruvu is comparatively a new company, it has established its aura in client servicing. Emerging as one of the......
SWBC Signs Becky Hammon As Spokesperson and Brand Ambassador For Sixth Consecutive Year
Capital Markets Economy Fintech News

SWBC Signs Becky Hammon As Spokesperson and Brand Ambassador For Sixth Consecutive Year

Fintech News Desk
by Fintech News Desk0
SWBC, a diversified financial services company headquartered in San Antonio, has signed a sponsorship agreement with Becky Hammon, San Antonio Spurs’ assistant coach, the first woman hired full-time to an NBA coaching staff, and most recently named head coach of the WNBA’s Las Vegas Aces. This year’s agreement is the sixth consecutive......
Allego and Korsgaden International Partner to Deliver Personalized Consulting and Training Services
Finance News

Allego and Korsgaden International Partner to Deliver Personalized Consulting and Training Services

Fintech News Desk
by Fintech News Desk0
Strategic partnership enables rapid sales results and digital transformation for the insurance and financial services industry Allego, the leading sales enablement platform provider, announced a partnership with Korsgaden International, a leading insurance and financial services consultancy, to offer Korsgaden’s consulting and training services within the Allego sales enablement platform. Together,......
STP Investment Services Acquires Tower Fund Services
Investment Services Investments News

STP Investment Services Acquires Tower Fund Services

Fintech News Desk
by Fintech News Desk0
Adding the established third-party fund administrator provides STP increased depth and broader alternative asset capabilities STP Investment Services (STP), a global, end-to-end investment operations service provider that supports more than $340 billion in total assets, has acquired third-party fund administrator Tower Fund Services (Tower). The deal substantially increases STP’s alternative fund administration value......
Q2 and BCG Join Forces to Tackle Major Commercial Banking Challenge
Banking News

Q2 and BCG Join Forces to Tackle Major Commercial Banking Challenge

Fintech News Desk
by Fintech News Desk0
YieldBuilder, a new loan pricing solution, combines BCG’s industry-leading pricing strategy and change management expertise with Q2’s one-of-a-kind advanced analytics and pricing software Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, and Boston Consulting Group (BCG) announced the launch of YieldBuilder to help solve one......
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