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Vena Solutions Announces Keynote Speakers for Vena Nation Week
Business Fintech News

Vena Solutions Announces Keynote Speakers for Vena Nation Week

Fintech News Desk
by Fintech News Desk0
Renowned industry thought leaders will cover important aspects of how businesses can plan for today and tomorrow Vena Solutions, provider of the platform that connects people, process and technology to propel integrated business planning, announced keynote speakers for the upcoming Vena Nation week virtual conference and learning experience, starting Tuesday, May......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

ATA RiskStation Selects FinMason to Deliver Lipper Data via API

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm, and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with ATA RiskStation, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, to deliver the Refintiv Lipper Global Data Feed via their proprietary API. Read......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Q4 Inc. Secures $25 Million From CIBC Innovation Banking to Support Ongoing Growth
Banking Fintech News

Q4 Inc. Secures $25 Million From CIBC Innovation Banking to Support Ongoing Growth

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a $25 million credit facility for Q4 Inc. (Q4), a Toronto based leading global provider of cloud-based investor relations and capital markets solutions. Q4 will use this latest growth financing to support continued scaling of its team, deepening of its best-in-class technology platform,......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
Imperial Capital Continues Its Expansion of the High Yield & Distressed Credit Sales Team
Capital Markets Fintech News

Imperial Capital Continues Its Expansion of the High Yield & Distressed Credit Sales Team

Fintech News Desk
by Fintech News Desk0
Imperial Capital, LLC (“Imperial Capital”), announced the continued expansion of its high yield & distressed credit sales business that began with the hiring of its Head of Global Credit, Tim Sullivan in September 2019.  Imperial Capital’s strategic expansion of the Credit Sales Group includes the hiring of Wall Street veterans Peter......
Sky Bridge Funding announced 100%-digital application for Paycheck Protection Program (PPP) loans
Fintech Fintech Funding News

Sky Bridge Funding announced 100%-digital application for Paycheck Protection Program (PPP) loans

Fintech News Desk
by Fintech News Desk0
Sky Bridge Business Funding, a leading fintech provider of access to capital for small businesses, announced the immediate availability of its 100%-digital application to help small business owners with the process of applying for SBA-backed Paycheck Protection Program (PPP) loans. Read More: GlobalFintechSeries Interview with Tim Kelly, CEO & Founder at......
Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.
Fintech Guest Posts Risk Management

Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.

Henry Umney
by Henry Umney0
Exactly what is the role vendor and third-party risk management plays in operational risk management for Fintech companies? This has become an ever-more important question in recent years as corporate internal practices have come under greater scrutiny, as scenarios within conduct and reputation risk have left some companies exposed to......
BlackLine Acquires Rimilia to Add AI-Powered Accounts Receivable Automation To Modern Accounting Platform
Fintech News

BlackLine Unveils ‘Resource Hub for Closing Virtually’ to Guide Remote Finance and Accounting Teams During Financial Close

Fintech News Desk
by Fintech News Desk0
Content portal to provide insight, guidance and leading practices to Finance & Accounting professionals worldwide as they navigate new challenges amid coronavirus pandemic  BlackLine, has created a ‘Resource Hub for Closing Virtually’ to help Finance & Accounting (F&A) professionals navigate new and unprecedented challenges in light of the coronavirus pandemic, as many......
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