Search Results for: financial

Sammons Financial Group Names Sergi Turabelidze as Chief Investment Officer
Finance Investments News

Sammons Financial Group Names Sergi Turabelidze as Chief Investment Officer

Business Wire
by Business Wire0
Sammons Financial Group announced that it has appointed Sergi Turabelidze as Senior Vice President and Chief Investment Officer, effective March 2, 2026. Read More on Fintech : Global Fintech Interview with Baran Ozkan, co-founder & CEO of Flagright Reporting to Chairman and Chief Executive Officer Esfand Dinshaw, Turabelidze is responsible for all aspects of Sammons......
Shangra-La Jones, Founder of the Colorado Financial Literacy Project, Tapped for the Financial Educators Council Board
Finance News

Shangra-La Jones, Founder of the Colorado Financial Literacy Project, Tapped for the Financial Educators Council Board

EIN Presswire
by EIN Presswire0
Shangra-La Jones, financial industry leader, author, and founder of the Colorado Financial Literacy Project, has been named a member of the Colorado Financial Educators Council Advisory Board, according to a statement the organization released today. Shangra-La Jones brings deep expertise and passion for financial education. Her leadership will help expand high-quality......
GRANTvest Financial Group Announces Industry Recognition, Community Impact Expansion, and Strategic Vision for 2026
Finance News

GRANTvest Financial Group Announces Industry Recognition, Community Impact Expansion, and Strategic Vision for 2026

EIN Presswire
by EIN Presswire0
Independent Fiduciary Firm Builds on National Industry Recognition While Deepening Commitment to Families, Education, and Community Giving GRANTvest Financial Group, a fiduciary wealth management firm headquartered in New Jersey, today announced continued industry recognition, firm growth, and an expanded commitment to community involvement as it looks ahead to 2026. Co-founded......
Associate Owners Group Acquires Common Sense Financial to Lead a 'Common Sense Revolution' in Financial Empowerment
Finance InsurTech News

Associate Owners Group Acquires Common Sense Financial to Lead a ‘Common Sense Revolution’ in Financial Empowerment

EIN Presswire
by EIN Presswire0
Associate Owners Group, Inc. (AOG) proudly announces it has acquired Common Sense Financial, a dynamic life insurance and financial strategies agency. Associate Owners Group, Inc. (AOG) proudly announces it has acquired Common Sense Financial, a dynamic life insurance and financial strategies agency headquartered in American Fork, Utah. Founded in 2020......
Sigma360 Secures $17MM Series B to Scale AI-Powered Financial Crime Prevention and Compliance
Compliance management Finance News

Sigma360 Secures $17MM Series B to Scale AI-Powered Financial Crime Prevention and Compliance

PR Newswire
by PR Newswire0
New funding fuels platform innovation and expansion of trusted enterprise risk intelligence, AML and KYC solutions for financial institutions and fintechs worldwide Sigma360, the full-stack AI platform for risk intelligence, financial crime prevention and compliance, announced an oversubscribed $17.3MM Series B funding round led by Moderne Ventures with participation from Vocap Partners and Orrick, as......
Checks Out, Digital In: Refunds Emerge as Overlooked Touchpoint in Patient Financial Experience
Digital Payments Finance News

Checks Out, Digital In: Refunds Emerge as Overlooked Touchpoint in Patient Financial Experience

Business Wire
by Business Wire0
79% of respondents said digital patient refunds would improve confidence in their healthcare provider. Onbe, a leading corporate disbursements platform, released findings of the Spring 2026 Patient Refund Survey, revealing strong patient preference for digital refunds. According to Onbe’s research, 83% of respondents stated that faster digital payments would improve......
Yuno Appoints Former Mastercard Executive Mauricio Schwartzmann as Chief Banking and Financial Institutions Officer
Banking Digital Payments News

Yuno Appoints Former Mastercard Executive Mauricio Schwartzmann as Chief Banking and Financial Institutions Officer

EIN Presswire
by EIN Presswire0
Payments industry executive to lead global banking partnerships as Yuno expands infrastructure for agentic commerce Yuno, the global financial infrastructure platform, today announced the appointment of Mauricio Schwartzmann as Chief Banking and Financial Institutions Officer. In this role, Schwartzmann will lead Yuno’s global strategy and partnerships with banks, card networks,......
Wealthbox Announces Early Access to New AI Features for Financial Advisors
Artificial Intelligence Finance News

Wealthbox Announces Early Access to New AI Features for Financial Advisors

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on......
ZagTrader Launches Integrated Securities Borrowing and Lending (SBL) Module for Financial Institutions
Finance News Trading

ZagTrader Launches Integrated Securities Borrowing and Lending (SBL) Module for Financial Institutions

EIN Presswire
by EIN Presswire0
ZagTrader announced the launch of its fully integrated Securities Borrowing & Lending (SBL) solution, enabling brokers and financial institutions to offer structured short-selling and securities lending services within a controlled, compliant, and automated framework. The SBL module is designed to support institutional-grade operations, combining borrowing workflows, collateral management, interest accrual,......
VEON and JazzWorld Advance Pakistan’s Digital Financial Future with Acquisition of TPL Insurance
InsurTech News

VEON and JazzWorld Advance Pakistan’s Digital Financial Future with Acquisition of TPL Insurance

GlobeNewswire
by GlobeNewswire0
Acquisition to further financial inclusion through integrated digital financial services ecosystem VEON Ltd, a global digital operator, announced that its subsidiary Jazz International Holding Limited (“JIH”) has entered into a definitive agreement to acquire a controlling stake in TPL Insurance Limited (“TPL Insurance”), a publicly listed insurance firm in Pakistan.......
1