Search Results for: professional services

Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry
Finance News

UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Work aims to increase low code technology adoption for solution development and app modernization at scale across the wealth management and financial services industry UST, a leading digital transformation solutions company, has announced that it is working  on solution development and go-to-market strategies targeting the financial services industry with Amazon......
AYLIEN Makes Waves With Trailblazing Financial Services Innovation
News Risk Management

AYLIEN Makes Waves With Trailblazing Financial Services Innovation

Fintech News Desk
by Fintech News Desk0
Irish startup’s flagship risk monitoring application for new marketplace platform sends ripples through the Risk Tech space AYLIEN, the award-winning news intelligence startup has unveiled a pioneering breakthrough in financial services risk management which will send innovation shockwaves through the sector. AYLIEN’s Risk Signals application has been selected as one of......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
Ceros Financial Services Arranges $7.5 Million Financing for Wesper
Capital Markets Finance News

Ceros Financial Services Arranges $7.5 Million Financing for Wesper

Fintech News Desk
by Fintech News Desk0
Wesper Home Sleep Lab features a wearable device that monitors sleep conditions For clinical-grade evaluation, analysis and treatment Ceros Financial Services announced that Ceros Capital Markets, its investment banking division, has completed a $7.5 million Series A round for Wesper, which has developed the first clinical-grade FDA cleared platform to bring the full cycle of sleep therapy to......
ComplyAdvantage Launches Customer Onboarding Training Program for Compliance Professionals
Compliance management Finance News

ComplyAdvantage Launches Customer Onboarding Training Program for Compliance Professionals

Fintech News Desk
by Fintech News Desk0
Produced with Dr. Martin Navias, Senior Visiting Research Fellow at King’s College London, the five-part series provides best-practice guidance on the critical role of compliance in customer onboarding ComplyAdvantage, a global data technology company transforming financial crime risk detection, announces a training program designed to help compliance teams navigate potential threats when......
Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Finance News

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Fintech News Desk
by Fintech News Desk0
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets. “The Canton Wealth Partners team......
Finance News

RBC Wealth Management Working to Make Financial Services More Inclusive, Joins Financial Alliance for Racial Equity

Fintech News Desk
by Fintech News Desk0
RBC Wealth Management – U.S. is committed to bringing more diversity to financial services. That’s why the firm is excited to join in activities with the Financial Alliance for Racial Equity (FARE) coalition. RBC Wealth Management fully supports the FARE mission to unite financial services firms, historically Black colleges and......
ASC Solution for Compliance Recording is First to be Listed in the Microsoft Cloud for Financial Services
Compliance management News

ASC Solution for Compliance Recording is First to be Listed in the Microsoft Cloud for Financial Services

Fintech News Desk
by Fintech News Desk0
Managing complex regulatory requirements with native app Recording Insights ASC, a leading provider of financial compliance solutions, announced that Recording Insights is the first solution for compliance recording and analytics to be listed in the Microsoft Cloud for Financial Services. Recording Insights is a certified, native-built Microsoft Teams app that......
SelectQuote Partners With Rocket Lawyer to Provide Access to Legal Services Through the Insurance Buying Process
InsurTech News

SelectQuote Partners With Rocket Lawyer to Provide Access to Legal Services Through the Insurance Buying Process

Fintech News Desk
by Fintech News Desk0
SelectQuote, announced a partnership with Rocket Lawyer, a global leader in online legal services. SelectQuote, a pioneer of direct-to-consumer insurance shopping, will offer consumers the ability to gain access to Rocket Lawyer’s legal services through SelectQuote while shopping for insurance. Latest Fintech Insights : Flywire Partners with Universitas XXI to......
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