Search Results for: financial planning

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Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Fintech News Desk
by Fintech News Desk0
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank. Cresset Asset Management  announced today that Randall “Randy” Conte has been named Chief Operating Officer (COO). In his role, Conte oversees all client......
Fintech News

WealthPark Raises JPY 907 Million for Digitalizing Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
WealthPark Co., Ltd. (Headquarter: Shibuya, Tokyo; CEO: Ryuta Kawada; “WealthPark”) announced it has closed JPY 907 million (USD 8.5 million(1)) in financing. SBI Investment Co., Ltd. (SBI AI&Blockchain LPS), Mizuho Capital Co., Ltd. (Mizuho Growth Fund No.3 Limited Partnership), Aozora Bank, Ltd., Japan Finance Corporation, and various domestic and foreign investors participated in this......
KBC Bank Chooses Finastra for Libor Transition
Banking Fintech News

New Survey from Kasasa Reveals Consumer Banking Plans as COVID-19 Pandemic Continues

Fintech News Desk
by Fintech News Desk0
A new consumer survey commissioned by Kasasa® revealed how consumers’ plans for banking will unfold in the next 30 days as the pandemic continues. The July 2020 study was conducted online by The Harris Poll on behalf of Kasasa, garnering responses from 1,040 U.S. adults ages 18 and older. Read More: Huobi Introduces......
CFA Institute to Transition to Computer-Based Testing For All Levels of the CFA® Program in 2021
Fintech Investment Services News

CFA Institute to Transition to Computer-Based Testing For All Levels of the CFA® Program in 2021

Fintech News Desk
by Fintech News Desk0
 CFA Institute, the global association of investment professionals, announces that it will transition to Computer-Based Testing (CBT) for all three levels of the CFA Program in 2021. Level II and Level III examinations for 2021 will be administered via CBT, along with the already-announced transition for Level I. The December 2020 administrations......
B2C Fintech News

COVID-19 Changes American Perspective on Wealth and Finances

Fintech News Desk
by Fintech News Desk2
Financial stress is on the rise but Americans exhibit positive financial behaviors during a difficult period According to Charles Schwab’s 2020 Modern Wealth Survey, an annual examination of perspectives on saving, spending, investing and wealth, 57 percent of Americans say that they or a close family member have been financially......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
Business News

Gen Z and Millennial Employees Lead Interest in Expat Assignments Despite Challenging Times

Fintech News Desk
by Fintech News Desk0
MetLife study shows that, despite the current global environment, nearly one-third of employees are still willing and interested in expat work assignments, but employer support is needed In the midst of the global coronavirus pandemic, there is still a healthy appetite among employees to take expatriate (expat) assignments. While COVID-19......
Former JPMorgan Chase Executive Shannon Hobbs Named To Top Human Resources Post At American Century Investments
Fintech Investment Services News

Former JPMorgan Chase Executive Shannon Hobbs Named To Top Human Resources Post At American Century Investments

Fintech News Desk
by Fintech News Desk0
American Century Investments has named Shannon Hobbs as its chief human resources (HR) officer, filling the role currently held by Mark Gilstrap, who plans to retire at the end of 2020. Hobbs, who previously served in a series of senior human resources positions at JPMorgan Chase and other firms, assumes her new American......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
Finastra Launches Fusion Data Cloud Next Generation Data Platform for Rapid Financial Services Innovation
Banking Fintech News Risk Management

Uzbekistan’s People’s Bank Selects Finastra to Transform Risk Management Business

Fintech News Desk
by Fintech News Desk0
Finastra announced that People’s Bank, a retail and commercial bank in Uzbekistan, is deploying Fusion Risk. The technology will automate the bank’s risk management business, enabling it to become more efficient, whilst managing all types of risk including credit, market, operational, liquidity and interest rate. Finastra partners, local fintech FinExtra Group and IT......
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