Search Results for: financial independence

Fintech News

tru Independence Expands C-Suite, Further Strengthens Business Platform with Addition of Gary Bonner as Chief Operating Officer

Fintech News Desk
The company also announces partnership with Entwood Holdings to drive growth tru Independence (tru), an open architecture platform that provides independent financial advisors with a full suite of business support services, today announced the addition of Gary Bonner as Chief Operating Officer. The addition of Mr. Bonner to the team’s C-Suite is powered by the......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
Axos Bank Celebrates 20 Years of Digital Financial Services Leadership
Fintech News

Axos Bank Celebrates 20 Years of Digital Financial Services Leadership

Fintech News Desk
Axos Financial celebrated its 20th anniversary , signifying two decades of leadership in the digitization of financial services. “Over two decades, we’ve established Axos as a digital banking leader – a position that will only strengthen as consumers and small businesses increasingly embrace our model and as we further incorporate......
Eleven Bay Area Women Win Financial Women of San Francisco Scholarships
Fintech News

Eleven Bay Area Women Win Financial Women of San Francisco Scholarships

Fintech News Desk
Financial Women of San Francisco (FWSF), an organization dedicated to advancing the careers of women for over 60 years, names eleven students attending six Bay Area universities as its 2020 scholarship recipients. FWSF has awarded over $2.7 million in scholarships over the past 30 years to more than 300 Bay Area......
The Bancorp Offers Financial Literacy Resources Consumers Can Bank on
Banking Fintech News

The Bancorp Offers Financial Literacy Resources Consumers Can Bank on

Fintech News Desk
Partnership with Everfi Enables Customizable Financial Preparedness Resources The Bancorp, is pleased to announce its recent strategic partnership with Everfi, an education technology company, to support the Bank’s commitment to financial literacy. Using Everfi’s digital learning platform, The Bancorp delivers a robust financial resource center that includes customizable education courses......
Stand Together and Family Independence Initiative Partner to Provide Direct Cash Assistance to People Struggling During the COVID-19 Crisis
Fintech News

Stand Together and Family Independence Initiative Partner to Provide Direct Cash Assistance to People Struggling During the COVID-19 Crisis

Fintech News Desk
Stand Together Foundation pledges $5 million to help the first 10,000 families through #GiveTogetherNow, encourages others to join Stand Together, the philanthropic community founded by Charles Koch, and Family Independence Initiative (FII) announced the launch of a rapid-response effort to get cash directly to individuals and families struggling as a result......
Ally Lending expands relationship with Milan Laser
Business Fintech News

Ally Invest Announces Inaugural Conference to Promote a Financially Secure Future

Fintech News Desk
‘FOMO-Free Financial Future’ is a free digital conference open to all via livestream; will feature speakers from Morningstar, iShares, and more Ally Invest, the online brokerage and wealth management arm of Ally Financial Inc.  announced its inaugural digital conference. Dubbed the FOMO-Free Financial Future, this fully-online event is designed to inform,......
Wirex Pay Announces Public Access to its Payment API, Enabling Non-Custodial Card Issuance and Real-Time Stablecoin Payments
Blockchain Finance Fintech News

Wirex Pay Announces Public Access to its Payment API, Enabling Non-Custodial Card Issuance and Real-Time Stablecoin Payments

PR Newswire
Wirex Pay, a leading non-custodial payment network incubated by Wirex, is excited to announce the public release of its Payment API. This move allows wallets, decentralized apps (dApps), and fintech platforms to integrate seamlessly with Wirex Pay’s infrastructure, empowering them to issue non-custodial cards and facilitate real-time stablecoin payments worldwide. The Wirex Pay Payment API......
SoFi and Templum Partner for Expanded Access to Alternative Assets
Investment Services News

SoFi and Templum Partner for Expanded Access to Alternative Assets

Business Wire
Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy Templum, the operating system for private markets and alternative assets is pleased to announce that the company is working with SoFi, the all-in-one digital personal finance company, to expand everyday investor access......
Seven in Ten Women Investors Are Rethinking if and When They Can Retire
Investment Services News

Seven in Ten Women Investors Are Rethinking if and When They Can Retire

PR Newswire
Single Women Less Optimistic About Financial Outlook Than Married Peers Uncertain market conditions and the rising cost of living are significantly impacting women investors and their retirement plans. As they grapple with cascading economic headwinds, seven in ten (70%) women investors say that inflation and signs of a potential recession......
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