Search Results for: professional services

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
STP Investment Services Acquires Tower Fund Services
Investment Services Investments News

STP Investment Services Acquires Tower Fund Services

Fintech News Desk
by Fintech News Desk0
Adding the established third-party fund administrator provides STP increased depth and broader alternative asset capabilities STP Investment Services (STP), a global, end-to-end investment operations service provider that supports more than $340 billion in total assets, has acquired third-party fund administrator Tower Fund Services (Tower). The deal substantially increases STP’s alternative fund administration value......
Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations
Fintech News Uncategorized

Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations

Fintech News Desk
by Fintech News Desk0
Goldman Sachs Financial Cloud offering encompasses all the benefits of AWS’s public cloud, including industry-leading security, services, and proven global infrastructure coupled with 150 years of Goldman Sachs financial markets expertise Goldman Sachs (GS) announced the launch of Goldman Sachs Financial Cloud for Data with Amazon Web Services, Inc. (AWS),......
New Wolters Kluwer Survey of Tax & Accounting Professionals Identifies key Underlying Factors Driving Firm Growth and Profitability
Fintech News

New Wolters Kluwer Survey of Tax & Accounting Professionals Identifies key Underlying Factors Driving Firm Growth and Profitability

Fintech News Desk
by Fintech News Desk0
Successful firms navigated the pandemic by accelerating digital transformation, by embracing new ways of working with clients, and by shifting away from compliance to higher-value advisory services Wolters Kluwer Tax & Accounting announced a new report with key findings from its annual survey of tax & accounting professionals – 2021 BEYOND LIMITS:......
Sudrania Fund Services, the Leading Digital Assets Fund Administrator, Closes its Convertible Financing Round Led by Woodstock Fund
Fintech News

Sudrania Fund Services, the Leading Digital Assets Fund Administrator, Closes its Convertible Financing Round Led by Woodstock Fund

Fintech News Desk
by Fintech News Desk0
Sudrania Fund Services, the hyper-growth global leader in digital assets’ fund administration, announced the closing of a convertible financing investment round for an undisclosed amount led by Woodstock Fund; an emerging technology venture capital fund investing in distributed ledger technology companies. Sudrania Fund Services, founded in 2016 and led by......
Boatzon Announces Strategic Partnership with Trident Funding for Industry-Leading Marine Financial Services
Fintech News

Boatzon Announces Strategic Partnership with Trident Funding for Industry-Leading Marine Financial Services

Fintech News Desk
by Fintech News Desk0
–Boatzon, the first 100 percent online boat and marine retailer, announces a partnership with Trident Funding, one of the largest originators of boat, RV and aircraft loans. Through this partnership and technology integration, Boatzon customers have access to industry-leading financing options and the most competitive rates for boats up to......
Financial Services Agency Appoints New US Corporate Communications Lead
Fintech News

Financial Services Agency Appoints New US Corporate Communications Lead

Fintech News Desk
by Fintech News Desk0
Cognito, an international financial services communications and marketing agency, announced the appointment of new leadership for its Corporate Communications practice in the US. Top Globalfintechseries.com Insights: Blockchain Intelligence Group is First Analytics and Monitoring Company to Support Syscoin, Future-Proof Payments, Tokens, NFT and Asset Transfers “This is a very exciting opportunity for me......
Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Finance News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Fintech News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
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