Search Results for: investment advisor

Miller Kaplan Partnership Adds Mark Flanagan
Business Fintech News

Miller Kaplan Partnership Adds Mark Flanagan

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce a new strategic advisor, Mark Flanagan, CPA, CFP®, has joined the partnership. Flanagan, a seasoned accounting professional with 30 years of experience, will bring a depth of expertise to the San Francisco practice, and the firm as a......
Apple Growth Partners’ Principal Named ystark! Twenty Under 40
Business Fintech News

Apple Growth Partners’ Principal Named ystark! Twenty Under 40

Fintech News Desk
by Fintech News Desk0
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, proudly announces tax principal Mark Lapikas, CPA, CGMA, MTax, MBA, as one of ystark!’s Twenty Under 40 recipients for 2020. Lapikas will be recognized during the 13th annual Twenty Under 40 awards event hosted later this year. Read More: M Financial......
AIG to Virtually Participate in the Wells Fargo Financial Services Investor Forum and Deutsche Bank Global Financial Services Conference
Fintech InsurTech Investment Services News

AIG to Virtually Participate in the Wells Fargo Financial Services Investor Forum and Deutsche Bank Global Financial Services Conference

Fintech News Desk
by Fintech News Desk0
American International Group, announced its virtual participation in the following upcoming financial conferences: Sabra Purtill, Senior Vice President, Deputy Chief Financial Officer, Treasurer, Head of Investor and Rating Agency Relations, will participate in a fireside chat at the Wells Fargo Financial Services Investor Forum on Wednesday, May 20, 2020 at......
Virtual Benefits Administrator and Reclaim Health Team up to Revolutionize Health Benefits Enrollment
Fintech News

Raise 2020 Moves to Virtual Conference

Fintech News Desk
by Fintech News Desk0
National Fundraising Conference Goes Online September 14-15 OneCause, a leader in online and event fundraising, announced it is moving the annual Raise Event Fundraising Conference online with a two-day virtual conference September 14-15, 2020. The first Virtual Raise Conference will combine the high-quality, industry leading content, fundraising innovation, and networking opportunities Raise is best known......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Artificial Intelligence Big Data Fintech News

Core Scientific’s Plexus Certified in NVIDIA DGX-Ready Software Program

Fintech News Desk
by Fintech News Desk0
Plexus to Unleash Full Potential of NVIDIA DGX A100 Infrastructure Core Scientific  announced their Plexus™ software is now certified in the NVIDIA DGX-Ready Software program. Plexus provides a single pane of glass for data scientists to manage, orchestrate, and deploy workloads with GPU-optimized AI software from the NGC container catalog on NVIDIA DGX™ systems......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech InsurTech News

Valmark Financial Group Launches Life Insurance Fulfillment Tool™ (LIFT™)

Fintech News Desk
by Fintech News Desk0
Valmark continues its rich history of innovation in the life insurance industry by expanding its toolkit for independent insurance and financial professionals. Its newest offering, the Life Insurance Fulfillment Tool™ (LIFT™), is focused on making the process of buying life insurance simpler for both clients and advisors. Read More: Healthfully and Paya......
SMArtX Appoints Industry Veteran to Serve as New President and COO
Capital Markets Fintech Investment Services News

SMArtX Appoints Industry Veteran to Serve as New President and COO

Fintech News Desk
by Fintech News Desk0
Jonathan Pincus Joins Executive Leadership Team with Deep Experience in Leading Technical Innovation Across Top Tier Financial Services Organizations SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of Jonathan Pincus as SMArtX’s new President and......
Bitrue & Legend Trading Bring OTC Services to the Masses Smooth On-Ramping for Customers Available Now
Cryptocurrency Fintech News Trading

Bitrue & Legend Trading Bring OTC Services to the Masses Smooth On-Ramping for Customers Available Now

Fintech News Desk
by Fintech News Desk0
Leading financial services platform Bitrue announced a partnership with Legend Trading which will enable Bitrue to offer fiat OTC services for users worldwide. This feature is the latest in a series of innovative services provided by Bitrue, who now provides a comprehensive suite of features to function as a one-stop......
World Insurance Report 2020: Established Insurers Must Join Open Ecosystems and Draw Upon Partners to Retain Market Share From BigTech Entrants
Fintech InsurTech News

World Insurance Report 2020: Established Insurers Must Join Open Ecosystems and Draw Upon Partners to Retain Market Share From BigTech Entrants

Fintech News Desk
by Fintech News Desk0
Consumer behavior is shifting in favor of BigTech insurance providers as customers feel empowered to forego agents and brokers and work directly with new entrants Capgemini and Efma’s World Insurance Report 2020, published , reveals that consumers of all ages are adopting a ‘millennial mindset’, and increasingly trusting their own research through various......
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