Search Results for: investment advisor

Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso
Capital Markets Fintech Investment Services News

Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso

Fintech News Desk
by Fintech News Desk0
Sixpoint Partners (“Sixpoint”), a leading global investment bank serving the middle-market private equity industry, announced the promotion of Rich Siegel to Director on the firm’s Capital Solutions team. Alex Lorusso also joins the Capital Solutions team as Vice President; Alex had previously been a Vice President on the project management......
Apple Growth Partners Broadens Canton Office Tax Talent
Banking Business Fintech News

Apple Growth Partners Broadens Canton Office Tax Talent

Fintech News Desk
by Fintech News Desk0
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, welcomes Anthony (Tony) Peterson, CPA, to the Canton office as a senior tax associate. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility @apple_growth expands Canton office tax talent with new hire Peterson comes to AGP......
Barclays Appoints Gautam Chawla as Vice Chairman, Financial Institutions Group (FIG) Banking
Banking Fintech InsurTech Investment Services News

Barclays Appoints Gautam Chawla as Vice Chairman, Financial Institutions Group (FIG) Banking

Fintech News Desk
by Fintech News Desk0
Barclays announces the appointment of Gautam Chawla as Vice Chairman, Financial Institutions Group (FIG) Banking. Mr. Chawla will be based in New York, and will report to Tim Main, Global Head of FIG Banking at Barclays. “Gautam’s appointment is further evidence of Barclays’ strong commitment to operating a top tier......
Intertrust Releases 2020 Security Report on U.S. Financial Mobile Apps
Fintech News

Intertrust Releases 2020 Security Report on U.S. Financial Mobile Apps

Fintech News Desk
by Fintech News Desk0
Intertrust, the pioneer in digital rights management (DRM) technology and leading provider of application security solutions, released their annual 2020 Security Report on US Financial Mobile Apps , revealing that over 70% of U.S. financial services apps have at least one serious vulnerability that could lead to a breach of financial......
Capitalab Connects to LCH SwapAgent to Enhance Margin Optimisation Services
Banking Capital Markets Fintech Investment Services News

Capitalab Connects to LCH SwapAgent to Enhance Margin Optimisation Services

Fintech News Desk
by Fintech News Desk0
Capitalab, a division of BGC Brokers LP, an entity within BGC Partners, announced the execution and subsequent compression of Capitalab’s first swaption margin optimization trades leveraging LCH SwapAgent, a service for the non-cleared derivatives market. As part of Capitalab’s leading Rates Initial Margin Optimisation service, swaption notional was created between......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Fintech Fintech Funding Investment Services News

FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and......
New Voya Survey Finds Americans Would Rather Sanitize Their Home Than Review Personal Finances
Fintech InsurTech Investment Services News

New Voya Survey Finds Americans Would Rather Sanitize Their Home Than Review Personal Finances

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced new findings from a consumer survey, that reveals that the COVID-19 pandemic continues to influence the majority of Americans’ (89%) daily decisions, including who they see, where they go and what they do — with few individuals (31%) expecting a “return to normal” during the fall or......
BluWave Names Katie Marchetti Managing Director
Capital Markets Fintech News

BluWave Names Katie Marchetti Managing Director

Fintech News Desk
by Fintech News Desk0
BluWave, a private equity-focused advisory firm, announced the appointment of Katie Marchetti as Managing Director. BluWave connects private equity firms and their portfolio companies with top due diligence and value creation resources via its proprietary, invitation-only network of specialists. Marchetti will initially focus on growth strategy and corporate development with new......
CommonBond Announces SmartCash - Connecting Student Loan Refinance to a More Seamless Cash Experience
Banking Fintech News

CommonBond Announces SmartCash – Connecting Student Loan Refinance to a More Seamless Cash Experience

Fintech News Desk
by Fintech News Desk0
New product enables customers to integrate their student loan with a core bank account opening experience CommonBond, a leading financial technology company, announces CommonBond SmartCash –  a program that allows its customers to seamlessly open a core checking account while refinancing their student debt, enabling a more efficient and seamless......
Priceless Planet Coalition Expands, Unites Businesses and Consumers Worldwide to Preserve the Environment
Business Fintech Investment Services News

Mastercard Launches Recovery Insights Initiative to Inform Business and Government Economic Response Efforts

Fintech News Desk
by Fintech News Desk0
Extends COVID-19 Commitments by Providing Data Insights and Tools to New York City, London, Madrid, the State of Arizona and Other Governments Businesses and governments across the globe are looking for resources to help better manage the health, safety and economic risks presented by the recent pandemic. To assist in......
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