Search Results for: financial

Financial Services AI Investments Face Operational Hurdles as Data Readiness Gaps Persist
Artificial Intelligence Finance News

Financial Services AI Investments Face Operational Hurdles as Data Readiness Gaps Persist

GlobeNewswire
by GlobeNewswire0
Over one-third of financial services institutions say infrastructure performance consistently hinders operations, highlighting challenges in scaling AI across highly regulated environments Cloudera, the only data and AI platform company that brings AI to data anywhere, today released financial services findings from its latest research report, The Data Readiness Index 2026.......
Capitolis Appoints Jon Gizzie as Head of Financial Resource Management
Banking Finance News

Capitolis Appoints Jon Gizzie as Head of Financial Resource Management

GlobeNewswire
by GlobeNewswire0
Former Global Head of FRM, Citi Client Group, brings more than three decades of experience optimizing capital, liquidity, and balance sheet resources Capitolis, the financial technology company, today announced the appointment of Jon Gizzie as Head of Financial Resource Management. Reporting to Okan Pekin, President of Capitolis, Gizzie will be......
Cetera Welcomes Financial Advisors Zac Majors, Oscar Mondragon and Their Centric Advisors Team with Approximately $160 Million in AUM
Finance Fintech News

Cetera Welcomes Financial Advisors Zac Majors, Oscar Mondragon and Their Centric Advisors Team with Approximately $160 Million in AUM

PR Newswire
by PR Newswire0
Houston-area wealth management firm chooses Cetera for its array of growth resources, infrastructure, and advisor-focused services Cetera welcomes independent financial advisors Zac Majors, CEO, CFP®, RICP®, CLU®, CLF®, and Oscar R. Mondragon, CFP®, co-founders of Centric Advisors, along with their Cypress, Texas-based team overseeing approximately $160 million in AUM¹. Founded......
INCO Financial Tackles UK Adviser Gap with Investment in Next Generation of Talent
Finance Investment Services News

INCO Financial Tackles UK Adviser Gap with Investment in Next Generation of Talent

EIN Presswire
by EIN Presswire0
Independent financial planning firm INCO Financial has highlighted its ongoing investment in early-career talent across its Sheffield and Leeds offices, demonstrating how multi-pathway development is helping to build a sustainable future for the firm and the industry. With the UK financial services sector facing a well-documented adviser shortage and an......
Maridea Wealth Management Welcomes River Cities Financial Services and Dietz, Futrell & Walters Insurance, Establishing First Ohio Presence
Finance Investments News

Maridea Wealth Management Welcomes River Cities Financial Services and Dietz, Futrell & Walters Insurance, Establishing First Ohio Presence

Business Wire
by Business Wire0
Marietta-area firms — serving clients since 1948 — bring integrated wealth management and insurance services to Maridea’s national platform under the leadership of Michael Anthony and Dustin Becker Maridea Wealth Management (“Maridea”) announced that River Cities Financial Services, Ltd. (“River Cities Financial Services”) and Dietz, Futrell & Walters Insurance, Inc.......
Ameriprise Financial Launches New Advertising Campaign Showcasing the Power of Advice and a National Brand
Finance Investment Services News

Ameriprise Financial Launches New Advertising Campaign Showcasing the Power of Advice and a National Brand

Business Wire
by Business Wire0
New campaign builds on the firm’s Advice Worth Talking About® brand platform and highlights how integrity and holistic advice help clients move forward with confidence Ameriprise Financial, Inc. launched a new national advertising campaign building on its successful Advice Worth Talking About® brand platform. The campaign shines a spotlight on......
Beacon Financial Corporation Announces CEO Transition: Sean A. Gray Appointed Chief Executive Officer; Paul A. Perrault to Retire
Banking Finance News

Beacon Financial Corporation Announces CEO Transition: Sean A. Gray Appointed Chief Executive Officer; Paul A. Perrault to Retire

GlobeNewswire
by GlobeNewswire0
Beacon Financial Corporation, the holding company of Beacon Bank (the “Bank”), announced that the joint Board of Directors of the Company and the Bank unanimously appointed Sean A. Gray as Chief Executive Officer of the Company and the Bank, effective September 21, 2026. Mr. Gray will also serve as a......
Fintech Pioneer Bill Harris Launches AI-Powered Financial Advice App, Evergreen.ai
Banking Fintech News

Fintech Pioneer Bill Harris Launches AI-Powered Financial Advice App, Evergreen.ai

Business Wire
by Business Wire0
AI-powered app delivers free, hyper-personalized financial advice 24 hours a day on topics such as financial planning, home ownership, equity compensation and tax strategies Serial fintech entrepreneur Bill Harris announced the launch of Evergreen.ai, an AI-powered financial advice app designed to help Americans make smarter financial decisions using personalized financial,......
mCards™ Introduces Neobankify™ to Power a New Generation of Branded Financial Ecosystems
Banking Digital Payments News

mCards™ Introduces Neobankify™ to Power a New Generation of Branded Financial Ecosystems

Business Wire
by Business Wire0
Platform brings together the technology, infrastructure and financial capabilities organizations need to build financial experiences around the audiences they already serve mCards Inc., a financial technology company, introduced Neobankify™, a platform that gives brands, associations, enterprises, and membership focused organizations the tools to create innovative financial products and services for......
Why Security, Compliance and Resilience Must Advance Together in Financial Services
Artificial Intelligence Finance Fintech Industry Perspectives Investment Services Risk Management Technology

Why Security, Compliance and Resilience Must Advance Together in Financial Services

David Everson
by David Everson0
Financial services organizations face growing pressure to modernize while protecting sensitive information, meeting evolving regulatory expectations and maintaining uninterrupted operations. Every new AI capability, automated process or cloud service changes how information is accessed, used and governed, and can introduce new dependencies and risks. Security, compliance and resilience therefore cannot......
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