Search Results for: financial success

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business
InsurTech News

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business

Fintech News Desk
by Fintech News Desk0
$52.9 billion in record total sales; $2.8 billion in record net operating income; and $21.9B in record total adjusted capital Nationwide—one of the largest and most diversified insurance and financial services companies in the United States—reported 2021 earnings results that were the strongest in the Fortune 100 company’s history. These......
Lincoln International Expands Expertise & Offering for Financial Institutions
Finance News

Lincoln International Expands Expertise & Offering for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Industry Experts Join Firm to Bolster Global M&A Advisory Capabilities Lincoln International, a leading global investment banking advisory firm, announced the addition of three senior hires to strengthen and expand the firm’s global capabilities offered to financial institutions. The addition of Managing Directors Jay Bliley in New York and Antoine......
FinancialForce Broadens C-Suite, Appoints Todd Kisaberth as Chief Customer Officer
B2B News

FinancialForce Broadens C-Suite, Appoints Todd Kisaberth as Chief Customer Officer

Fintech News Desk
by Fintech News Desk0
FinancialForce, the leading provider of customer-centric business applications across finance, services, and customer success teams, announced the appointment of Todd Kisaberth as Chief Customer Officer reporting to CEO Scott Brown. Kisaberth has over 20 years of experience serving in executive leadership roles in global B2B technology companies. He will lead......
NAIFA Announces RISE, a New Program for Managers of Financial Services Firms
Finance News

NAIFA Announces RISE, a New Program for Managers of Financial Services Firms

Fintech News Desk
by Fintech News Desk0
The RISE program is designed to support firm and agency managers in creating a high-performance culture that attracts and retains top talent The National Association of Insurance and Financial Advisors (NAIFA) announced the availability of a new virtual program from its Business Performance Center called RISE. The RISE program was developed......
CO-OP Financial Services Rebrands as Co-op Solutions
Fintech News

CO-OP Financial Services Rebrands as Co-op Solutions

Fintech News Desk
by Fintech News Desk0
The Cooperative Partner for Credit Unions Driving Solutions for Their Growth and Prosperity; Co-op Built to “Make Every Experience Matter” CO-OP Financial Services is now Co-op Solutions, the company announced at the CUNA Governmental Affairs Conference (GAC). The company’s rebranding, including a new name, corporate tagline and logo, represents Co-op’s......
Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services
Finance News

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Fintech News Desk
by Fintech News Desk0
Introducing Women Working in Wealth Award to honor women who inspire, mentor, and strive to advance other women in financial services The American College Center for Women in Financial Services will host its inaugural Women Working in Wealth Summit and Awards Ceremony live in New York City on International Women’s Day, Tuesday,......
Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets
Finance News

Lincoln Financial Network Strengthens Commitment to DEI with New Head of Multicultural Markets

Fintech News Desk
by Fintech News Desk0
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the appointment of Samantha Hunter as Head of Multicultural Markets. In this role, Hunter will focus......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
TreviPay Announces Acquisition of BATON Financial Services, Inc.
B2B Finance News

TreviPay Announces Acquisition of BATON Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition aims to better serve small B2B businesses struggling to manage cash flow, provide trade credit to buyers TreviPay, a global financial technology company, announced its acquisition of BATON Financial Services, Inc. (“Baton”), a technology company which has built a unique, innovative B2B invoice payments network. To meet the trade......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
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