Search Results for: financial tools

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
by Fintech News Desk0
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial from CUNA Brokerage Services.......
Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory
Finance News

Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory

Fintech News Desk
by Fintech News Desk0
Lazard Ltd announced that Ajay Dhankhar has joined the firm as a Managing Director in the Healthcare Group within Financial Advisory, effective immediately. Based in New York, Mr. Dhankhar will serve as Global Head of Medical Technology, Diagnostics and Tools. He will also advise clients in other healthcare segments, including......
Wolters Kluwer ELM Solutions Podcast Examines How Financial Services Organizations Are Effectively Controlling Legal Costs
Finance News

Wolters Kluwer ELM Solutions Podcast Examines How Financial Services Organizations Are Effectively Controlling Legal Costs

Fintech News Desk
by Fintech News Desk0
Magen McClintock from KeyBank and John Crawshaw of PNC Financial Services discuss the value of legal benchmarking data Financial services companies pay the highest legal rates of any industry – but may also be the best at controlling costs. The latest installment of Wolters Kluwer ELM Solutions’ Legal Leaders Exchange Podcast welcomes......
NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers
Finance News

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers

Fintech News Desk
by Fintech News Desk0
NBA Legend Tony Parker to Continue as Founding Partner, Veteran Sports Business Executive Aaron Ryan Named President NorthRock Partners is announcing NorthRock X, a new division of NorthRock dedicated to supporting athletes and entertainers through a first of its kind Personal Office® and suite of financial and lifestyle services. NorthRock X......
Liberty Lending Is Now Reach Financial
Finance News

Liberty Lending Is Now Reach Financial

Fintech News Desk
by Fintech News Desk0
Company also closes its 4th securitization, surpasses $1 billion of loans facilitated on its platform, and announces Daniel Tilipman as Chief Executive Officer Liberty Lending will now be known as Reach Financial a financial services company focused on producing technology and data driven consumer lending solutions. The Company offers innovative and customizable personal loans designed......
Freedom Financial Network Announces Close of $324Million Securitization of FreedomPlus Personal Loans
Finance News

Freedom Financial Network Announces Close of $324Million Securitization of FreedomPlus Personal Loans

Fintech News Desk
by Fintech News Desk0
Deal is the third Freedom securitization of 2022 to receive AAA ratings from both DBRS and Kroll Freedom Financial Network (FFN), a leading digital personal finance company, announces the closing of a securitization consisting of $323.55 million in rated notes backed by FreedomPlus personal loans. Latest Fintech News: Lucinity Raises $17 Million in a......
Financial Firms See Climate Risks as a Top Priority but Lack Consensus on How to Effectively Analyze Climate Concerns, According to Bloomberg Survey
Finance News

Financial Firms See Climate Risks as a Top Priority but Lack Consensus on How to Effectively Analyze Climate Concerns, According to Bloomberg Survey

Fintech Analyst
by Fintech Analyst0
85% of firms have started assessing climate risk, however there is still a way to go with embedding climate into risk management frameworks Firms are focused on the financial impacts of climate change, but most are still in the early-stages of effectively modeling and monitoring this risk, according to a......
Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
by Fintech News Desk0
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
Roostify Appoints Financial Services Veteran Nadia Aziz as New Chief Operating Officer
Lending News

Roostify Appoints Financial Services Veteran Nadia Aziz as New Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Aziz to further Roostify’s mission in simplifying the home lending experience for both lenders and borrowers by strengthening the delivery of digital and configurable tools and services Roostify, a leading mortgage, and home equity lending technology provider, is pleased to announce that financial services and fintech industry veteran Nadia Aziz has joined......
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