Search Results for: manage clients

Sigma Ratings and FiveBy Form Partnership to Provide Next Generation Technology and Expert Resources to Clients
News Risk Management

Sigma Ratings and FiveBy Form Partnership to Provide Next Generation Technology and Expert Resources to Clients

Fintech News Desk
by Fintech News Desk0
Partnership Creates Integrated Solution for Clients Seeking Expert Analysis Via a Single Click Sigma Ratings, and FiveBy Solutions announced the availability of a seamless integration between Sigma’s proprietary risk intelligence terminal and Fiveby’s expertly trained risk intelligence teams. This partnership enables clients of Sigma to augment their existing due diligence......
Reduce and Manage Risk With New Guidewire Marketplace App From Risk Control Technologies
News Risk Management

Reduce and Manage Risk With New Guidewire Marketplace App From Risk Control Technologies

Fintech News Desk
by Fintech News Desk0
Guidewire and Risk Control Technologies (RCT) announced that RCT’s new Ready for Guidewire validated accelerator for PolicyCenter is now available to users in the Guidewire Marketplace. Latest Fintech Insights: HedgePay Brings a Secured Crypto Platform Where Clients Can Safely Invest on The Blockchain We congratulate RCT on the publication of its loss prevention app for......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
by Fintech News Desk0
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Assent Compliance Announces $350 Million USD Investment to Expand Global Footprint in Supply Chain Sustainability Management; Achieves Unicorn Status
News Risk Management

Assent Compliance Announces $350 Million USD Investment to Expand Global Footprint in Supply Chain Sustainability Management

Fintech News Desk
by Fintech News Desk0
New investment by Vista Equity Partners and continued partnership with Warburg Pincus reinforces Assent’s market leadership in supply chain sustainability software and will support the company’s rapid expansion into broader supply chain ESG solutions Assent Compliance Inc., a leader in supply chain sustainability management, announced that it has raised $350......
Fidelity National Financial Announces Executive Management Transition
Fintech News

Fidelity National Financial Announces Executive Management Transition

Fintech News Desk
by Fintech News Desk0
– Mike Nolan to Be Appointed Chief Executive Officer – – Randy Quirk to Be Appointed Executive Vice-Chairman of the Board of Directors – Fidelity National Financial, Inc., a leading provider of title insurance and transaction services to the real estate and mortgage industries and a leading provider of annuity and......
Embrace Home Loans Hires Meredith Spence To Manage Boston Branch
Lending Mortgage News

Embrace Home Loans Hires Meredith Spence To Manage Boston Branch

Fintech News Desk
by Fintech News Desk0
Former Chase and Wells Fargo mortgage professional will focus on expanding lender’s presence in the Greater Boston area Embrace Home Loans, a top-ranked national mortgage lender, announced that Meredith Spence has been named branch manager for the company’s new Boston/Seaport District office. Spence will be responsible for staffing the new office and expanding......
Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management
Digital Asset Management Fintech News

Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management

Fintech News Desk
by Fintech News Desk0
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions Smart, a global retirement technology provider that offers modular ways for financial institutions, including recordkeepers, advisors, and asset managers to build scalable, customized retirement solutions, announced it has agreed to......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council
Digital Asset Management Economy Fintech News

One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council

Fintech News Desk
by Fintech News Desk0
One River Digital Asset Management (together with its parent, One River Asset Management) announced the addition of Jason Cummins to the firm’s Academic and Regulatory Advisory Council. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Mr. Cummins brings a wealth of public and private sector experience to One River’s Advisory Council, having served as both......
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