Search Results for: financial services

MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
VyStar Credit Union Announces Intent to Merge with 121 Financial Credit Union
Finance News

VyStar Credit Union Announces Intent to Merge with 121 Financial Credit Union

Business Wire
by Business Wire0
VyStar Credit Union announced its intent to pursue a merger with 121 Financial Credit Union. Both headquartered in Jacksonville, Florida, the credit unions have more than 150 years of combined experience serving their members and communities. The transaction is expected to close later this year pending regulatory and member approval......
Vesey Ventures Launches $78 Million Debut Fund to Help Startups Break into Financial Industry & Accelerate Growth
Fintech News

Vesey Ventures Launches $78 Million Debut Fund to Help Startups Break into Financial Industry & Accelerate Growth

PR Newswire
by PR Newswire0
Former AMEX Ventures Managing Directors launch debut fund to identify and access game-changing business development opportunities for early-stage fintech companies Vesey Ventures, an early stage venture firm that invests in companies transforming financial services, announced the close of its debut fund totalling $78 million. Vesey Ventures was founded by three......
Alkami Research Identifies Consumer Financial Trends and Opportunities for Financial Institutions in State of the Industry Report
Banking News

Alkami Research Identifies Consumer Financial Trends and Opportunities for Financial Institutions in State of the Industry Report

PR Newswire
by PR Newswire0
Report identifies areas of opportunity for Regional and Community Financial Institutions (RCFIs) to differentiate against competing megabanks and neobanks Alkami Technology, Inc, a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., released The 2023 Alkami Data Telemetry Report: State of the Industry, Emerging Financial Institution......
15 Ways How AI Is Reshaping The Banking And Financial Sector
Analytics Artificial Intelligence Banking Featured Finance

15 Ways How AI Is Reshaping The Banking And Financial Sector

Pooja Choudhary
by Pooja Choudhary0
In the near future, AI will exert the power of data analytics within the financial domain which will make transactions safer by reducing fraud and increasing compliance. In contrast to traditional approaches that take so long, AI algorithms can complete anti-money trafficking jobs quickly. According to a study by Accenture,......
CAT Financial Products Selects Broadridge for International Post-Trade Processing of Structured Products
Investment Services News

CAT Financial Products Selects Broadridge for International Post-Trade Processing of Structured Products

PR Newswire
by PR Newswire0
CAT Financial Products Ltd. (CATFP), one of the leading independent Swiss providers of securities and investment services for structured products, has transformed its front to back office processing efficiency by implementing the international multi-asset post-trade processing solution from global Fintech leader Broadridge Financial Solutions, Inc.. Through Broadridge’s solution, CATFP benefits from an......
Options Technology Announces Expansion of Onshore Trading Infrastructure and Colocation Services in Taiwan
Capital Markets News Trading

Options Technology Announces Expansion of Onshore Trading Infrastructure and Colocation Services in Taiwan

Business Wire
by Business Wire0
Options Technology, the leading Capital Markets services provider, announced the expansion of its onshore trading infrastructure offering in Chunghwa Telecom’s Banqiao IDC, Taiwan. This strategic move will facilitate low latency market access for clients to TWSE, TAIFEX and TPEx with access to the latest trading infrastructure and global connectivity to......
Fintech Start-Up Union Credit Selects William Mills Agency for Public Relations Services
Finance Fintech News

Fintech Start-Up Union Credit Selects William Mills Agency for Public Relations Services

PR Newswire
by PR Newswire0
William Mills Agency, the nation’s largest independent public relations and marketing firm specializing in the financial industry, has been selected by Union Credit for public relations services. The fintech startup is building a digital loan marketplace for credit unions to deliver credit-worthy consumers firm, one-click offers of credit in their......
Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption
Cloud Finance News

Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption

Business Wire
by Business Wire0
Total Expert’s purpose-built customer engagement platform can now be purchased directly through the AWS Marketplace Total Expert, the customer engagement platform purpose-built for modern financial institutions, is now available in AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that make it easy to find,......
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