Search Results for: online financial services

Western Financial Group Acquires Alberta Insurance Broker, Central Agencies
InsurTech News

Western Financial Group Acquires Alberta Insurance Broker, Central Agencies

Fintech News Desk
The new partnership adds another Western Financial Group location in Camrose Western Financial Group is pleased to announce its acquisition of Central Agencies, an insurance brokerage located in Camrose, Alberta. “This partnership is a great fit for us and will further strengthen our presence in Alberta,” said Kenny Nicholls, President and......
Questrade Financial Group Offers a New, Better Way to Mortgage With Launch of QuestMortgage
Mortgage News

Questrade Financial Group Offers a New, Better Way to Mortgage With Launch of QuestMortgage

Fintech News Desk
New offering transforms mortgage experience with an easy, online application and BetterRate mortgages In its continued and evolving mission to help Canadians on their journey to financial independence by transforming financial services, Questrade Financial Group announced the launch of QuestMortgage — a quick, easy-to-use, online mortgage service designed for those looking......
Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services
Finance Fintech News

Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services

Fintech News Desk
Future Proof’s Changing Faces of Wealth initiative amplifies the voices of underrepresented creators, entrepreneurs, and financial professionals -Advisor Circle, a product and content studio for the financial services industry, continues its celebration of Future Proof Festival’s Changing Faces of Wealth initiative by unveiling its next set of dynamic speakers committed to leveling the......
Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business
InsurTech News

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business

Fintech News Desk
$52.9 billion in record total sales; $2.8 billion in record net operating income; and $21.9B in record total adjusted capital Nationwide—one of the largest and most diversified insurance and financial services companies in the United States—reported 2021 earnings results that were the strongest in the Fortune 100 company’s history. These......
NAIFA Announces RISE, a New Program for Managers of Financial Services Firms
Finance News

NAIFA Announces RISE, a New Program for Managers of Financial Services Firms

Fintech News Desk
The RISE program is designed to support firm and agency managers in creating a high-performance culture that attracts and retains top talent The National Association of Insurance and Financial Advisors (NAIFA) announced the availability of a new virtual program from its Business Performance Center called RISE. The RISE program was developed......
Navigator Credit Union Chooses Lumin Digital to Provide Digital Banking Services
Banking News

Navigator Credit Union Chooses Lumin Digital to Provide Digital Banking Services

Fintech News Desk
Lumin Digital, a PSCU company, announced that Navigator Credit Union (Navigator) has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. Lumin Digital will support over 45,000 Navigator members when the credit union goes live on its platform in August 2022. Navigator, the largest state-chartered......
Splash Financial Experiences Record Growth as Consumer Demand for Student Loan Refinancing Surges
Lending News

Splash Financial Experiences Record Growth as Consumer Demand for Student Loan Refinancing Surges

Fintech News Desk
Splash’s proprietary lending technologies powered a 52% annual increase in student loans as the company continues to grow its lender network Splash Financial (Splash), the online lending platform that’s democratizing access to better student loan offers, announced a record-breaking 2021 and new lending partners added to its student loan pricing......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
Epos Now Taps Prelim to Augment Online Operations for Enhanced Digital POS Experience
Digital Payments News

Epos Now Taps Prelim to Augment Online Operations for Enhanced Digital POS Experience

Fintech News Desk
Prelim, a fintech provider optimizing digital banking experiences for financial institutions, announced its newest partnership with Epos Now, a global software and payments technology company that specializes in digital Point of Sale systems (POS). Prelim’s flexible low code solution will allow Epos Now to offer an enhanced digital experience, simplifying financial......
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