Search Results for: financial independence

SurgePays Adds Jay Jones, Seasoned Telecom and Software Development Executive, to its Board of Directors
Business Fintech News

SurgePays Welcomes David May, Leader in the Financial Industry with Deep Ties to Convenience Retail, to Board of Directors

Fintech News Desk
by Fintech News Desk0
SurgePays, Inc., a fintech company building a next generation supply chain network that can offer wholesale goods and financial services for the underbanked more cost efficiently than traditional distribution models, announces today that David May, a financial professional with significant experience in providing solutions to convenience stores, has joined the......
DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role
Business Fintech News

DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role

Fintech News Desk
by Fintech News Desk0
Bank will hire 650 financial planning advisors, has created a first of its kind insurance consultant role with Manulife Singapore As part of DBS commitment to help all customers, regardless of their income level or life stage, improve their financial wellbeing, the bank today announced plans to double the recruitment......
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
Business Fintech Investment Services News

AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

Fintech News Desk
by Fintech News Desk0
AssetMark announced its 2021 outlook for the financial advisory industry. While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing to this shift prior to 2020. In many ways, 2021 will......
Black-Owned Financial Company 'Cents Savvy' Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community
Business Fintech News

Black-Owned Financial Company ‘Cents Savvy’ Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community

Fintech News Desk
by Fintech News Desk0
The new website is home to a suite of financial literacy tools that educate clients at every stage of their financial planning independence and wealth creation. Cents Savvy is a newly relaunched website that offers articles, videos and daily expert tips for clients and readers that are focused on building......
Fusion-Financial-Partners-Launches-FusionNetix--to-Provide-High-Touch-Technology-Services-Tailored-to-Unique-Needs-of-RIA-Community
Business Fintech News

Fusion Financial Partners Launches FusionNetix to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

Fintech News Desk
by Fintech News Desk0
The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Business Fintech News

New ‘Playbook Portfolios’ Will Revolutionize How Financial Advisors Do Business

Fintech News Desk
by Fintech News Desk0
First-of-kind solution, available exclusively on the Oranj platform, brings portfolios built by independent fiduciary strategists — with no overlay fees — to advisors focused on meeting client needs in challenging times Oranj, a software platform that helps financial advisors streamline portfolio management and client service, today announced that Playbook Portfolios......
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Bank of America Announces Seven Completed Equity Investments in Minority Depository Institutions and Community Development Financial Institution Banks

Fintech News Desk
by Fintech News Desk0
Bank of America made a $1 billion, four-year commitment to advance racial equality and economic opportunity. As part of that commitment, today the company is announcing it has now completed 7 equity investments in Minority Depository Institutions and Community Development Financial Institution Banks. Bank of America has acquired approximately 4.9% of......
Central State Bank goes live on Finastra's Fusion Phoenix core
Banking Fintech News

First Independence Bank Selects Suite of Finastra Solutions to Grow its Retail Business

Fintech News Desk
by Fintech News Desk0
Detroit-area bank will appeal to a younger customer base through the implementation of Finastra’s Fusion Phoenix core, Fusion Digital Banking and other solutions Finastra announced that First Independence Bank has selected its Fusion Phoenix core, Fusion Digital Banking, Fusion DepositPro and Fusion TotalTransact, as well as a number of other solutions, in order......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Fintech News

With Loan Volumes At An All Time High, Nations Lending and SWBC Mortgage Rely on Advantage Systems’ AMBfx Module for Better Financial Reporting

Fintech News Desk
by Fintech News Desk0
Advantage Systems, a provider of accounting and financial management tools for the mortgage industry, announced that Independence, Ohio-based Nations Lending Corporation and San Antonio, Texas-based SWBC Mortgage Corporation are leveraging the company’s software, including its AMBfx module, to build custom reports and deliver enhanced financial reporting all while working remotely......
Fintech News

A Software & A Book As Your Financial Savior: MadbuMax

Fintech News Desk
by Fintech News Desk0
One advancement that has come about with access to the internet and general awareness about financial independence in recent years is that young people are choosing to get financially independent at a younger age. With opportunities popping up such as a career in the retail, food industry, academics, army, etc.......
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