Search Results for: professional services

RFG Advisory Enters into Collaboration with CreoValo, the Industry's First Outsourced Investment Bank Referral Service
Banking News

RFG Advisory Enters into Collaboration with CreoValo, the Industry’s First Outsourced Investment Bank Referral Service

Fintech News Desk
by Fintech News Desk0
CreoValo’s proprietary database of 6,000 investment banks will help RFG advisors identify investment bankers who can best serve the needs of their clients. RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, has entered into a collaboration with CreoValo, the industry’s first outsourced investment bank referral service for......
PACT Capital Adam Mortanian Named to Forbes Finance Council
Finance News

PACT Capital Adam Mortanian Named to Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Commercial and Agriculture Real Estate Lending Thought Leader to Share Insights and Best Practices Adam Mortanian, Co-Founder and Managing Director of PACT Capital, a leading mortgage banking and capital advisory firm, has been named to the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset......
West Coast Bank Advisor Team Joins Newcleus
Banking News

West Coast Bank Advisor Team Joins Newcleus

Fintech News Desk
by Fintech News Desk0
A west coast Bank Advisor team has joined Newcleus, a company that designs, administers and services creative compensation, benefit, investment and finance strategies. Regional Managing Directors Larry Rowley and Leland Rowley and Regional Support Associate Jennifer Freeman will amplify Newcleus’ expertise in benefits planning and bank-owned life insurance (BOLI). Latest......
Axa Xl Adds Commercial E&O Insurance Underwriting Expertise in the US
InsurTech News

AXA XL Adds Commercial E&O Insurance Underwriting Expertise in the US

Fintech News Desk
by Fintech News Desk0
To meet service professionals continued demand for professional liability protection, AXA XL is growing its Commercial Errors & Omissions (E&O) insurance team in the US with the additions of Melissa Sowa as Sr. Vice President, Underwriting Manager Miscellaneous Professional Liability; John C. Birkhofer as Vice President, Sr. Underwriter Professional Liability; and Michelle Anderson as E&O Senior......
OSF Digital Acquires Kolekto, a Digital B2B Commerce and CRM Company Based in Brazil, to Expand its Multi-Cloud Offerings
Commerce News

OSF Digital Acquires Kolekto, a Digital B2B Commerce and CRM Company Based in Brazil, to Expand its Multi-Cloud Offerings

Fintech News Desk
by Fintech News Desk0
With its fourth acquisition this year, OSF continues to strengthen its Salesforce Customer 360 and multi-cloud expertise globally OSF Digital, an award-winning provider of digital transformation services to companies worldwide, announced the acquisition of Kolekto, a Brazil-based Digital B2B Commerce and CRM company. With expertise in Salesforce Customer 360 and......
CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice
Finance News

CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named psychologist and financial educator Matt Goren, Ph.D., CFP® as its Director of Knowledge for Practice, effective June 27. In this role, Goren will lead the development, curation and dissemination of financial planning knowledge to strengthen the academic foundations for......
BNY Mellon's Pershing Reimagines Future of Financial Advice with Bigger
Finance News

BNY Mellon’s Pershing Reimagines Future of Financial Advice with Bigger

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) celebrates the bright future of financial advice this week at their flagship INSITE conference, together with business leaders, industry advocates and next generation talent. An action-packed agenda will serve up interactive networking, workshops and a dedicated recruiting session with leading wealth management and advisory firms. Latest......
Wealth Manager Vishal Bakshi Joins First Republic in New York
Investments News

Wealth Manager Vishal Bakshi Joins First Republic in New York

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that Vishal Bakshi has joined First Republic Investment Management in New York. Latest Fintech News: Certegy and Trust Payments to Collaborate on Offerings to Enhance Online Shopping Experiences Bakshi was named Managing Director and Wealth Manager. He will provide......
TRM Labs Acquires UK Crypto Investigations Training Company CSITech
Cryptocurrency News

TRM Labs Acquires UK Crypto Investigations Training Company CSITech

Fintech News Desk
by Fintech News Desk0
Acquisition broadens TRM capacity to deliver advanced crypto and blockchain investigative training for the industry’s foremost investigators TRM Labs, the blockchain intelligence company, announced the acquisition of CSITech, a global leader in crypto and blockchain investigative training. CSITech adds its nearly two decades of investigative training experience to TRM’s suite......
The NED Token No Longer Just a Cryptocurrency, but the Entire Ecosystem
Cryptocurrency News

The NED Token No Longer Just a Cryptocurrency, but the Entire Ecosystem

Fintech News Desk
by Fintech News Desk0
It’s impossible to talk about the NED project without starting with the token itself. The NED Token is the main pillar of the entire NED ecosystem, an innovative combination of several platforms that take advantage of blockchain technologies. These platforms bring a new quality to the world of cryptocurrencies and......
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