Search Results for: professionals

43% Of Property Professionals Ignore Rising Threat of Money Laundering Fines
Finance Fintech News

43 Percent Of Property Professionals Ignore Rising Threat of Money Laundering Fines

Fintech News Desk
Training staff on the latest regulations identified as weakest part of anti-money laundering process Almost half (43%) of property professionals are not improving their anti-money laundering (AML) processes because they either don’t care or don’t think they will get fined. That’s according to a survey from anti-money laundering tech scaleup, First......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
ComplyAdvantage Launches Customer Onboarding Training Program for Compliance Professionals
Compliance management Finance News

ComplyAdvantage Launches Customer Onboarding Training Program for Compliance Professionals

Fintech News Desk
Produced with Dr. Martin Navias, Senior Visiting Research Fellow at King’s College London, the five-part series provides best-practice guidance on the critical role of compliance in customer onboarding ComplyAdvantage, a global data technology company transforming financial crime risk detection, announces a training program designed to help compliance teams navigate potential threats when......
Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule
Fintech News

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule

Fintech News Desk
Offering enables compliant use of testimonials and endorsements to drive business growth Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced that it is expanding its compliance capabilities to help financial professionals make the most of testimonials and endorsements. The new functionality, which......
FreedomPay Accelerates Industry Leading Growth Across the World with a Push and Mandate to Hire Best-in-Class Tech Professionals
Fintech News

FreedomPay Accelerates Industry Leading Growth Across the World with a Push and Mandate to Hire Best-in-Class Tech Professionals

Fintech News Desk
The global fintech company is powering ahead with its “Technology First” vision, Leading the end-to-end future of the commerce Industry FreedomPay, one of the world’s fastest growing fintechs, innovating Next Level payment solutions, is creating hundreds of new positions, delivering record sales and turning on revenue streams at pace. The......
Fintech Marketing Professionals?
Digital Featured Mobile Banking

How Can Software Applications Improve Productivity for the Fintech Marketing Professionals?

The Intervention of Technology in the Financial Marketing and Consumer Services Fintech marketing is a popular buzzword. It is not only raking huge investments but also employing a large number of IT and data science professionals. In the recent years, consumption trends in various markets have undergone significant changes. Mobile......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Morningstar Launches Analytics Lab, a Data Science Platform for Finance Professionals
Analytics News

Morningstar Launches Analytics Lab, a Data Science Platform for Finance Professionals

Fintech News Desk
New Capability in Morningstar Direct Allows Users to Create Custom “Notebooks” From Morningstar Data and Research Morningstar, Inc., a leading provider of independent investment research, announced the launch of Analytics Lab, a new capability for data scientists and analysts in its investment analysis platform, Morningstar Direct, following the launch of the interactive......
Bain & Company and the Association for Financial Professionals partner to drive capability building for finance teams in support of bold CFO agendas
Finance News

Bain & Company and the Association for Financial Professionals Partner to Drive Capability Building for Finance Teams in Support of Bold CFO Agendas

Fintech News Desk
This partnership brings robust training to Bain & Company clients, as well as thought leadership collaboration on key CFO issues, including ESG, advanced analytics and agile financial planning Bain & Company announced a strategic partnership with the Association for Financial Professionals (AFP), a leading global professional society for finance professionals. This......
TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot
Fintech News

TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot

Fintech News Desk
The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi + as Chairman and Chief Creative Officer respectively TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the launch of their Magnifi+ platform. Magnifi + features investment intelligence from leading financial pros through......
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