Search Results for: professional services

AZK Media Strengthens Global Expansion With New Senior Hire
B2B News

AZK Media Strengthens Global Expansion With New Senior Hire

Fintech Staff Writer
by Fintech Staff Writer0
The award-winning B2B media and marketing firm taps leading international journalist to scale its capability in helping clients grow across new and emerging markets Leading global B2B integrated media and marketing firm AZK Media has announced the appointment of Julie Cooper as its Senior Content and Communications Specialist.   AZK Media......
AIME Announces Expansion of Executive Leadership Team
Mortgage News

The Association of Independent Mortgage Experts Announces Expansion of Executive Leadership Team

Fintech News Desk
by Fintech News Desk0
The new structure will further reinforce AIME’s mission to protect, support, and grow the wholesale channel The Association of Independent Mortgage Experts (AIME), a non-profit, national trade membership association created exclusively for independent mortgage brokers, has announced the appointment of AIME member Tom Ahles to President of Growth. Marc Summers and......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
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......
Cetera Announces Strategic Relationship with Abound Credit Union
Investment Services News

Cetera Announces Strategic Relationship with Abound Credit Union

Fintech News Desk
by Fintech News Desk0
Firms to collaborate delivering expanded investment services and driving growth for Abound Retirement & Investment Services Cetera Financial Group, one of America’s largest networks of financial professionals, announced a strategic relationship with Abound Credit Union that will expand investment services and enhance the member experience. Cetera Investment Services – Cetera’s......
Valkyrie Investments Launches Protocol Treasury Management
Blockchain News

Valkyrie Investments Launches Protocol Treasury Management

Fintech News Desk
by Fintech News Desk0
Signed NEM/Symbol protocols as first client earlier this month Valkyrie Investments, a leading investment manager focused on digital assets, announced that it has launched a protocol treasury management service to help blockchain projects better manage their balance sheets. Blockchain protocols are able to take advantage of services including cash flow......
Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021
Cryptocurrency News Security

Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021

Fintech News Desk
by Fintech News Desk0
Increase in SPAC and Cryptocurrency Class Actions, Decrease in M&A Class Actions The number of global class action securities litigation settlements increased a whopping 50% in 2021 with total settlements reaching more than $3 billion, according to the recently released third annual Broadridge Class Action Report, from global Fintech leader, Broadridge Financial......
FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
BEQUANT Pro, the Industry-Leading Prime Broker, Integrates Kraken
Digital News Trading

BEQUANT Pro, the Industry-Leading Prime Broker, Integrates Kraken

Fintech News Desk
by Fintech News Desk0
BEQUANT, the digital asset prime brokerage and exchange, is pleased to announce that Kraken has been integrated on its prime brokerage platform, BEQUANT Pro, and added to the growing list of exchanges that BEQUANT offers to its clients. BEQUANT Pro will act as a broker, providing BEQUANT’s clients access to......
Financial Gravity Rolls Out Enhanced Planning Software
Finance News

Financial Gravity Rolls Out Enhanced Planning Software

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc., announced their Tax Master Network (TMN) subsidiary has rolled out an “import tax return” facility to make their Tax Ninja planning software even easier to use. Traditional tax-planning tools produce pages of dense spreadsheets that do nothing to tell clients how to pay less. TMN’s Tax......
TradeZero Announces Regulatory Approval for Retail Equity and Options Trading in Canada
Investment Services News Trading

TradeZero Announces Regulatory Approval for Retail Equity and Options Trading in Canada

Fintech News Desk
by Fintech News Desk0
TradeZero Holding Corp., which operates broker-dealer subsidiaries that provide next-generation online trading platforms for active retail traders, announced that TradeZero’s Canadian subsidiary, TradeZero Securities Canada ULC, was admitted as a dealer-member of the Investment Industry Regulatory Organization of Canada and is approved to offer equity and options trading on US......
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