Search Results for: financial services firms

DFS Investors Have Opportunity to Lead Discover Financial Services Securities Fraud Lawsuit
Investment Services News

DFS Investors Have Opportunity to Lead Discover Financial Services Securities Fraud Lawsuit

PR Newswire
by PR Newswire0
Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Discover Financial Services (“Discover” or the “Company”) Investors suffering losses on their Discover investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal......
Akamai Research Finds 65 Percent Increase in Web Application and API Attacks on Financial Services
Cloud Finance News

Akamai Research Finds 65 Percent Increase in Web Application and API Attacks on Financial Services

PR Newswire
by PR Newswire0
Financial services has surpassed gaming as the top vertical for DDoS attacks Akamai Technologies, Inc., the cloud company that powers and protects life online, released  a new State of the Internet report that explores existing and emerging cyberattacks against the financial services industry. The new report, The High Stakes of......
Josh Warren Named Chief Financial Officer of Envestnet
Investment Services News

Josh Warren Named Chief Financial Officer of Envestnet

PR Newswire
by PR Newswire0
Succeeds Pete D’Arrigo Who Will Assist During Transition Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of......
Financial Integration Startup PortX Secures $16.5 Million in Series B Funding
Banking News

Financial Integration Startup PortX Secures $16.5 Million in Series B Funding

Business Wire
by Business Wire0
Funding underscores shift toward open banking and the demand for seamless core integration and innovation Investors represent 200 community financial institutions PortX forms Credit Union Service Organization (CUSO) PortX, a leader in integration and open banking for community financial institutions and fintechs, announced the successful close of its Series B......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services
Compliance management News

Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services

PR Newswire
by PR Newswire0
New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Terms of the transaction were not disclosed. Raymond James served as Tax Guard’s financial......
Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
Broadridge Signs First Customers for New Swift Services Including Transaction Screening Service and Securities View
Finance News

Broadridge Signs First Customers for New Swift Services Including Transaction Screening Service and Securities View

Fintech News Desk
by Fintech News Desk0
Customers will gain advanced sanctions screening and end-to-end securities settlement control Extending its strategic commitment to providing fast and efficient access to new service innovations from Swift, global Fintech leader, Broadridge Financial Solutions, Inc. has announced the immediate availability of its connectivity to Swift’s API for Transaction Screening Service, and also for Swift’s......
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