Search Results for: financial planning

Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
USA Technologies Appoints R. Wayne Jackson as CFO
Fintech News

USA Technologies Appoints R. Wayne Jackson as CFO

Fintech News Desk
by Fintech News Desk0
USA Technologies, a cashless payments and software services company that provides end-to-end technology solutions for the self-service retail market, announced today that R. Wayne Jackson has joined the company as chief financial officer, effective immediately. He will be based in USAT’s Atlanta office. Read More: Entrust Datacard Solves Evolving Identity......
Fintech News

WNS Wins Strategic Finance & Accounting Contract with EV Cargo

Fintech News Desk
by Fintech News Desk0
WNS (Holdings) Limited (NYSE: WNS), a leading provider of global Business Process Management (BPM) services, today announced a strategic contract win with EV Cargo, a global logistics company providing mission-critical supply chain services to the world’s leading brands. EV Cargo is partnering with WNS to build and manage an integrated......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
Policygenius Launches Wills and Trusts Through New Mobile App
Fintech InsurTech News

Policygenius Launches Wills and Trusts Through New Mobile App

Fintech News Desk
by Fintech News Desk0
Online insurance marketplace expands to offer digital estate planning for busy consumers(Policygenius) Policygenius, the nation’s leading online insurance marketplace, announced the launch of a mobile app that enables consumers to create wills and trusts conveniently on their phones. Consumers can also shop for life and home insurance from the app,......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

German Asset Protection Startup DGLegacy Aims to Solve the Multi-Billion-Dollar Global Problem of Unclaimed Assets

Fintech News Desk
by Fintech News Desk0
The newly launched asset protection startup DGLegacy aims to solve the accelerating pandemic of unclaimed assets globally. Unclaimed assets are reaching unprecedented levels, with estimates that “run as high as $80 billion” in the USA according to New York Times and £77B in the UK, according to moneyfacts.co.uk. These are assets which stay in insurance companies, banks, cryptocurrency wallets, and......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
Westpac Group Partners with Verizon Media DSP for Privacy-led Omnichannel Marketing Solution
Banking Business Fintech News

Westpac Group Partners with Verizon Media DSP for Privacy-led Omnichannel Marketing Solution

Fintech News Desk
by Fintech News Desk0
Westpac Group announced it has partnered with Verizon Media’s Omnichannel DSP across its entire brand portfolio including Westpac Bank, St George Bank, Bank of Melbourne and Bank of South Australia. Read More: GlobalFintechSeries Interview with Curtis Webb, Vice President, Product Management – Emerging Payments at Meta Financial Group and MetaBank......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Lifestyle News Risk Management

Wolters Kluwer Lien Solutions Urges U.S Lenders to Consider Key Risk Strategies to Support Growth in The FT’s Banker Thought Leadership Article

Fintech News Desk
by Fintech News Desk0
In the wake of an expected wave of defaults by U.S business borrowers, the nation’s lenders are best advised to apply risk management practices to set the stage for long-term growth when issuing new loans and participating in federal lending programs. That’s according to Wolters Kluwer Lien Solutions, writing in a new......
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