Search Results for: financial commitment

Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
by PR Newswire0
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
The Financial Technology Report Announces The Top 100 Financial Technology Companies of 2023
Finance Fintech News

The Financial Technology Report Announces The Top 100 Financial Technology Companies of 2023

PR Newswire
by PR Newswire0
The Financial Technology Report is pleased to announce The Top 100 Financial Technology Companies of 2023. The Financial Technology Report is pleased to announce The Top 100 Financial Technology Companies of 2023. In a mere two decades, the world of fintech has taken center stage, fundamentally reshaping the financial services......
BSI Financial Services Chosen as Backup Asset Manager for First-Ever Rated Home Equity Agreement Securitization
Fintech News

BSI Financial Services Chosen as Backup Asset Manager for First-Ever Rated Home Equity Agreement Securitization

PR Newswire
by PR Newswire0
Company joins Unlock Technologies for historic move in home equity investment space BSI Financial Services, a mortgage operating platform, has been selected by Unlock Technologies (Unlock) as the backup asset manager for the recently closed Unlock HEA Trust 2023-1 securitization, the industry’s first rated securitization of home equity agreements (HEAs). The $224 million securitization consists of......
DFS Investors Have Opportunity to Lead Discover Financial Services Securities Fraud Lawsuit
Investment Services News

DFS Investors Have Opportunity to Lead Discover Financial Services Securities Fraud Lawsuit

PR Newswire
by PR Newswire0
Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Discover Financial Services (“Discover” or the “Company”) Investors suffering losses on their Discover investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal......
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......
ACAMS Launches AFC Academy to Provide Tailored Training to Banks and Other Financial Services Providers
News Risk Management

ACAMS Launches AFC Academy to Provide Tailored Training to Banks and Other Financial Services Providers

PR Newswire
by PR Newswire0
The new initiative provides enterprise training solutions, with options to choose between ground-up development or program enhancement Regulators are demanding that financial institutions have effective anti-financial crime (AFC) programs in place, and effectiveness requires implementing an ongoing AFC training program that is robust and tailored to the specific risks an institution......
Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the U.S.
Finance Investment Services News

Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the US

PR Newswire
by PR Newswire0
Enhanced tier empowers people to manage their money through all of life’s stages with addition of a debit card and financial education app for kids, free life insurance, a complimentary will and more Marking Financial Planning Month in October, Acorns, a savings and investing app, announced a new Premium Tier focused......
Holley Announces $25 Million Debt Paydown in Line With Stated Financial Priorities
Fintech Lending News

Holley Announces $25 Million Debt Paydown in Line With Stated Financial Priorities

Business Wire
by Business Wire0
Holley committed to using strong free cash flow to continue deleveraging the balance sheet Holley, the leading consumer platform for automotive performance enthusiasts, announced it paid down $25 million in principal against its first lien term loan facility. Accretive to earnings, the paydown aligns with leadership’s commitment to reduce leverage against Holley’s......
Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management
Artificial Intelligence Finance News

Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management

PR Newswire
by PR Newswire0
Integration of Amazon Bedrock into Genpact’s riskCanvas financial crime risk management suite to drive value across clients, including Apex Fintech Solutions Genpact, a global professional services firm focused on delivering outcomes that transform businesses, expanded its relationship with Amazon Web Services, Inc. (AWS) to transform financial crime risk operations, leveraging......
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