Search Results for: manage clients

Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
News Risk Management

Jacques Bonneau Appointed President and Chief Executive Officer of PartnerRe

Fintech News Desk
by Fintech News Desk0
Highly experienced industry executive who joined the PartnerRe Board in February 2019 PartnerRe Ltd. (“PartnerRe”, “the Company” or “the Group”) announces the appointment of Jacques Bonneau as its President and Chief Executive Officer (CEO) effective today. Mr. Bonneau has been a member of the PartnerRe Board of Directors since February......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Business Fintech News

Schwab Launches New Community Services Program, Introduces Virtual Volunteering & Giving for Employees to Give Back, Stay Connected

Fintech News Desk
by Fintech News Desk0
Continuing its long-standing culture of service and commitment to community, Charles Schwab today announced the launch of a new virtual volunteering and giving program called CommUNITY 2020, which delivers new ways for employees to serve their communities during the COVID-19 pandemic. Regardless of where employees are working, they now have......
Former JPMorgan Chase Executive Shannon Hobbs Named To Top Human Resources Post At American Century Investments
Fintech Investment Services News

Former JPMorgan Chase Executive Shannon Hobbs Named To Top Human Resources Post At American Century Investments

Fintech News Desk
by Fintech News Desk0
American Century Investments has named Shannon Hobbs as its chief human resources (HR) officer, filling the role currently held by Mark Gilstrap, who plans to retire at the end of 2020. Hobbs, who previously served in a series of senior human resources positions at JPMorgan Chase and other firms, assumes her new American......
Wecan Tokenize Launches the First Fully Integrated End to End Tokenization Solution for Banks and Financial Institutions in Partnership with METACO
Business Fintech News

Wecan Tokenize Launches the First Fully Integrated End to End Tokenization Solution for Banks and Financial Institutions in Partnership with METACO

Fintech News Desk
by Fintech News Desk0
Tokenization solutions platform incorporates METACO’s full-stack technology for the custody of digital assets Wecan Tokenize, a preeminent platform in tokenization solutions for real estate professionals, announced the release of its first tokenization solution with end-to-end integration for banks and financial institutions. Read More: Thimble Launches Certificate Manager to Improve Oversight......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Keren Moynihan, CEO at Boss Insights

Paroma Sen
by Paroma Sen0
Innovations when it comes to lending technology have been evolving at a rapid pace and the ongoing Covid-19 pandemic has fast tracked new developments in this segment. In this interview, Keren Moynihan, CEO at Boss Insights talks about the future of lending tech and finance tech while sharing a little......
News Risk Management

FHFA Selects RiskSpan’s Cloud Platform to Analyze Agency MBS

Fintech News Desk
by Fintech News Desk0
Mortgage Investors to Easily Analyze, Report on, and Link Datasets to Generate More Insights in Less Time at Lower Cost RiskSpan, a market leader in analyzing and managing data for mortgage and structured products, announced today that the Federal Housing Finance Agency (FHFA) has selected its cloud platform, Edge, to......
Banking News

Rosedale Federal Savings and Loan Selects KlariVis Data Analytics Platform

Fintech News Desk
by Fintech News Desk0
KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that Rosedale Federal Savings & Loan Association (Rosedale Federal) selected KlariVis for their data analytics platform. KlariVis compiles and aggregates high-value, actionable data to provide community banks timely insights into factors that drive loan, deposit and revenue......
Uncategorized

Apex Clearing’s Q2 2020 ‘Millennial 100’ Stock Pulse Report Shows Cross-Generational Support for Certain Stocks in Post-Pandemic World

Fintech News Desk
by Fintech News Desk0
Amid a continuing backdrop of fear and uncertainty in the second quarter, investors that custody with Apex Clearing again traded at unprecedented levels with a seeming consensus across generations on a few top picks Apex Clearing, the custody and clearing engine powering the future of wealth management, has released its......
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