Search Results for: professional services

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

Fintech News Desk
by Fintech News Desk0
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training
Fintech News

Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training

Fintech News Desk
by Fintech News Desk0
Cannon set to offer both in person and online training in collaboration with Broadridge Cannon Financial Institute, a leading professional development firm specializing in financial services, announced their alliance with Broadridge Financial Solutions, a global Fintech leader. The two firms come together to bring the Fi360 Accredited Investment Fiduciary® (AIF®) instruction......
Fintech Startup Tomo Doubles Mortgage Footprint, Reaches Quarter of U.S.
Fintech Fintech Startups Mortgage News

Fintech Startup Tomo Doubles Mortgage Footprint, Reaches Quarter of U.S.

Fintech News Desk
by Fintech News Desk0
— Tomo pushes into Florida, Connecticut and Colorado, on the heels of initial launch in Texas and Washington in June — Company adds jumbo loans to product portfolio, offering financial flexibility and more choice for homebuyers, ease for real estate agents — Mortgage origination platform now services nearly a quarter......
Buckle Beefs Up Corporate Leadership with 3 Key Appointments
Finance News

Buckle Beefs Up Corporate Leadership with 3 Key Appointments

Fintech News Desk
by Fintech News Desk0
Buckle adds new Chief Credit Officer, Chief Marketing Officer, and SVP of Sales and Underwriting as company elevates service to gig rideshare and delivery drivers Buckle, the inclusive tech-enabled financial services company, has appointed Pedram Afshar as the company’s new Chief Credit Officer. Pedram was previously Chief Digital and Operating Officer of......
Praxent Recognized As A 2022 Best Company To Work For In Austin By Built In
Fintech News

Praxent Recognized As A 2022 Best Company To Work For In Austin By Built In

Fintech News Desk
by Fintech News Desk0
Praxent acknowledged for culture of execution, dedication to employee wellbeing -Praxent, a fintech design and engineering partner to financial companies, has been named a 2022 Best Place to Work in Austin by Built In. Praxent ranked no. 27 in the small companies category. Latest Fintech Insights: Payrailz Passes PCI Data Security......
Circle Names Tech Industry Veteran Sherice Torres as CMO
Finance News

Circle Names Tech Industry Veteran Sherice Torres as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Circle Internet Financial, LLC, a global internet finance firm that provides payments and financial infrastructure to businesses of all sizes, is pleased to announce Sherice Torres is joining as Chief Marketing Officer. A respected and well-known professional in the technology industry, Ms. Torres brings 25 years of experience helping cutting edge brands......
Investors Want Gender-Neutral Financial Advice, Despite Perceived Differences in Financial Needs
Finance Fintech Investment Services News

Investors Want Gender-Neutral Financial Advice, Despite Perceived Differences in Financial Needs

Fintech News Desk
by Fintech News Desk0
Hartford Funds study examined how investors of different genders and generations want to receive financial advice and marketing materials Hartford Funds released new data indicating that more than half of investors (52%) agree that men and women have different financial needs, but only 24% want to work with a financial......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
Bahrain’s CoinMENA Obtains Second Cryptocurrency License From European Union Paving the Way for Expansion
Cryptocurrency News

Bahrain’s CoinMENA Obtains Second Cryptocurrency License From European Union Paving the Way for Expansion

Fintech News Desk
by Fintech News Desk0
CoinMENA’s second licence obtained after the Central Bank of Bahrain (CBB) license Bahrain-headquartered onshore crypto assets exchange, CoinMENA Holding LTD, has obtained a second cryptocurrency license from the European Union. CoinMENA will now be able to expand to new jurisdictions in the MENA region and beyond, as well as increase......
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