Search Results for: financial planning

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Financial Inclusion through Digital Payments

Prajakta Ayade
by Prajakta Ayade0
In today’s rapidly evolving global economy, access to financial services is more than just a convenience; it’s a necessity for individuals and communities to move forward, and thrive.  However, traditional banking services often fail to reach marginalized and underserved populations, leaving them excluded from the formal financial system. This lack......
XP Appoints Victor Mansur as Chief Financial Officer Effective August 1, 2024
Fintech News

XP Appoints Victor Mansur as Chief Financial Officer Effective August 1, 2024

Business Wire
by Business Wire0
Mansur is currently XP’s Deputy CFO and an industry veteran who brings two decades of experience in treasury, trading, structuring, and sales roles Outgoing CFO Bruno Constantino will serve in an advisory role for a 12-month period after the transition and remain on the XP Board Head of Investor Relations......
Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer
Finance News

Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer

PR Newswire
by PR Newswire0
Diebold Nixdorf announced the appointment of Thomas Timko as executive vice president and chief financial officer (CFO), effective May 17, 2024. He will be responsible for Diebold Nixdorf’s financial strategies, including optimizing the organization’s global financial systems and driving alignment of the company’s strategy to its financial performance to build value for stockholders and......
Melio-Names-Boaz-BenDavid-As-First-Chief-Financial-Officer
B2B Finance Fintech News

Melio Names Boaz BenDavid As First Chief Financial Officer

PR Newswire
by PR Newswire0
BenDavid Will Lead Financial Strategy as Melio Scales Operations Melio, a leading B2B payments platform for small businesses, today announced the appointment of Boaz BenDavid as its first Chief Financial Officer (CFO), effective May 26, 2024. BenDavid will play a pivotal role in driving Melio’s financial strategy and operational excellence as the company......
Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities
News Trading

Banxso Introduces New Financial Options with Flexible Interest Rates and Combined Investment Opportunities

PR Newswire
by PR Newswire0
This initiative is poised to change the financial management landscape for South Africans, providing fluid interest rates on deposits and access to a wide range of investment options. Banxso, a leading online trading platform, has unveiled its latest financial innovation, offering unmatched investment flexibility to consumers. This groundbreaking initiative is......
Economic-Uncertainty-Isn’t-Stopping-Canadians-From-Planning-Major-Purchases-in-2024,-According-to-New-Survey
Finance Fintech News

Economic Uncertainty Isn’t Stopping Canadians From Planning Major Purchases in 2024, According to New Survey

Business Wire
by Business Wire0
Younger generations were more likely to plan a major purchase this year, with 94% of Gen Z and 90% of Millennials planning to do so, compared to 82% of Gen X and 72% of Baby Boomers. At a time when many reports seem to indicate that Canadians are tightening their......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
Voya-Financial-announces-new-collaboration-with-Empathy-to-offer-on-demand-Bereavement-Support-in-the-workplace
Finance Fintech News

Voya Financial announces new collaboration with Empathy to offer on-demand Bereavement Support in the workplace

Business Wire
by Business Wire0
Empathy’s services are now available to employees enrolled in group term life insurance offered by Voya through their employer. Voya Financial, Inc., announced today a new collaboration with Empathy, a comprehensive, on-demand concierge support system that offers bereaved families guidance and support for many of the administrative, emotional, legal and......
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