Search Results for: professional services

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
by Fintech News Desk0
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health
Finance News

Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health

Fintech News Desk
by Fintech News Desk0
Expanded benefit program partners include virtual behavioral healthcare company Talkspace and healthcare firm Aetna Participation extends to all of the nearly 2,300 Advisor Group employees and families Advisor Group, the nation’s largest network of independent wealth management firms, announced the launch of a comprehensive wellness program to provide physical, mental and......
Genesis Bank Announces Launch of Escrow Division
Banking News

Genesis Bank Announces Launch of Escrow Division

Fintech News Desk
by Fintech News Desk0
Genesis Bank, announced the launch of Genesis Bank Escrow, a new division of the Bank. Genesis Bank Escrow handles all aspects of commercial and commercial real estate-related escrow transactions, including compliance with local, state, and federal real estate guidelines, ensuring all buyer/seller conditions are satisfied, timely processing and filing of......
Vendetta Finance Acquires a 25% Stake in Start-Up CaaS Project Carbon Trope
Cryptocurrency Fintech Startups News

Vendetta Finance Acquires a 25% Stake in Start-Up CaaS Project Carbon Trope

Fintech News Desk
by Fintech News Desk0
In an effort to expand its foothold in the crypto space, Vendetta Finance made an important announcement to the market. The company announced that it had acquired a 25% stake in Carbon Trope. Carbon Trope is a start-up CaaS (Crypto as a Service) project. The move is part of Vendetta......
Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations
Finance News

Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations

Fintech News Desk
by Fintech News Desk0
Financial communications boutique brings together approximately 250 financial market specialists in more than 25 cities and 15 countries Edelman announced the global launch of Edelman Smithfield, a financial communications boutique that specializes in the financial markets and strategic situations, serving clients in the United States, EMEA, Asia and beyond. The......
BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women
Investments News

BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women

Fintech News Desk
by Fintech News Desk0
Solution considers differences in life expectancy, income, and employment Most long-term investment products don’t consider three factors unique to women life expectancy, income gaps, and employment gaps — missing important inputs that could impact women’s long-term investing success. To address this, BlackRock created its first Model Portfolios for Women, leveraging......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
Fintech News

Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds

Fintech News Desk
by Fintech News Desk0
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts Investing in technology to better optimize data and modernize data management are the top priorities for financial services firms according to new research by global Fintech leader, Broadridge Financial......
Huawei Cloud Everything as a Service for Smart Finance
Banking News

Huawei Cloud Everything as a Service for Smart Finance

Fintech News Desk
by Fintech News Desk0
Huawei Intelligent Finance Summit 2022 held today, Huawei Cloud launched its Cloud Native Core Banking solution – the foundation for agile innovation of traditional banks and new digital banks. Latest Fintech News: Unblu Brings Conversational Banking with a Human Element to Banno’s Digital Banking Platform At the Summit, Huawei Cloud shared three trends of digital......
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