Search Results for: retirement plan

3EDGE Asset Management Appoints Monica Chandra as President
Fintech News

3EDGE Asset Management Appoints Monica Chandra as President

Fintech News Desk
3EDGE Asset Management LP, a leading multi-asset investment management firm, announced the appointment of Monica Chandra as President. Chandra is a Managing Partner and part of 3EDGE’s founding team and was most recently responsible for Business Development. Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level......
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
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......
FinTech Startup Caribou Partners with Uber to Offer Drivers and Couriers Instant Auto Loan Refinancing
Mortgage News

Amrock Names Rocket Mortgage Executive Nicole Beattie as Chief Executive Officer

Fintech News Desk
Brian Hughes, current CEO of the industry-leading title insurance provider, to retire November 19 Amrock, the nation’s largest provider of its kind, offering title insurance, property valuations and settlement services – and a part of Rocket Companies–  announced the upcoming retirement of Brian Hughes, the company’s Chief Executive Officer. Nicole Beattie, who......
NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada
InsurTech News

NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada

Fintech News Desk
Acquisition of one of Western Canada’s largest independent brokerages creates a consolidated platform in the region, enhancing NFP’s existing P&C capabilities and operations NFP, a leading insurance broker and consultant that provides business and personal insurance, group benefits, retirement, and individual solutions announced its acquisition of Foster Park Brokers Inc. (Foster Park).......
Associated Bank Announces Leadership Changes
Banking Business News

Associated Bank Announces Leadership Changes

Fintech News Desk
Tim Lau and Denis Hogan to retire; Dennis DeLoye joins executive leadership team with expanded community market focus Associated Banc-Corp announced changes involving its executive leadership and Northeast Wisconsin leadership teams. Timothy J. Lau, executive vice president and head of community markets, has announced his plans to retire from Associated Bank in the......
Simplicity Acquires Sinclair Financial Solutions and Erin Sinclair and Donald Schneider Become Partners
Fintech News

Simplicity Acquires Sinclair Financial Solutions and Erin Sinclair and Donald Schneider Become Partners

Fintech News Desk
The Simplicity Group (“Simplicity”), one of the nation’s leading financial products distribution businesses, announced the acquisition of the combined businesses of Erin Sinclair and Donald Schneider (“S&S”). The St Louis-based company, a financial services firm with a focus on holistic financial planning, is the 32nd company to join the Simplicity group of companies. With the successful closing......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
Pensions & Investments launches ETF Exchange in partnership with Trackinsight
Fintech News

Pensions & Investments launches ETF Exchange in partnership with Trackinsight

Fintech News Desk
Pensions & Investments, a Crain Communications financial information and media brand, and Trackinsight, have launched a new digital platform, P&I ETF Exchange, to meet the specific needs of asset owners and institutional investors. Read Complete News About Fintech Services : Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee......
TOO Fund Announces Its Launch in the Crypto World
Cryptocurrency News

TOO Fund Announces Its Launch in the Crypto World

Fintech News Desk
TOO Fund is a first-of-its-kind investment company with using of the Blockchain technology, the team at TOO Fund is pleased to announce to the crypto and Fintech communities that it has launched its company. The goal of the project is to achieve 1 billion US dollars within one year of......
My Digital Money Introduces Cash Trading Feature to its CryptoIRA Platform
Cryptocurrency News Trading

My Digital Money Introduces Cash Trading Feature to its CryptoIRA Platform

Fintech News Desk
New Capability Allocates Funds Toward Active Cryptocurrency Trades My Digital Money (MDM), a self-trading CryptoIRA investment platform, introduced its Cash Trading feature to provide investors the opportunity to capitalize on the cryptocurrency market. The first of its kind, Cash Trading is the newest addition to My Digital Money’s suite of......
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