Search Results for: retirement plans

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Banking News

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

Fintech News Desk
by Fintech News Desk0
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients InvestCloud, the global leader in digital transformation for the financial industry, announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients. Latest......
CIBC Innovation Banking Provides £40 Million Growth Financing to Fintech Company Smart to Accelerate Growth and Acquisitions
Finance News

CIBC Innovation Banking Provides £40 Million Growth Financing to Fintech Company Smart to Accelerate Growth and Acquisitions

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce £40 million of growth financing for London-based Smart, a leading retirement technology provider. Smart will use the capital to expand its market growth, accelerate the launch of strategic products, and undertake acquisitions. Latest Fintech News: Celsius Network Initiates Financial Restructuring to Stabilize Business......
IRALOGIX Adds $22Million in Series C Funding to Accelerate FinTech Sector Growth
Fintech News

IRALOGIX Adds $22Million in Series C Funding to Accelerate FinTech Sector Growth

Fintech News Desk
by Fintech News Desk0
The growth capital will help IRALOGIX accelerate its product roadmap and expand its groundbreaking proprietary recordkeeping and technology solutions for Institutional Retirement, IRA, 401(k), and Wealth Management companies. Latest Fintech News: Scott Stephenson Joins Buckle as Chairman of the Board IRALOGIX announced today that it raised $22M of new funding. The funding will......
TATA AIA Life Insurance & City Union Bank Announce Partnership
Banking News

TATA AIA Life Insurance & City Union Bank Announce Partnership

Fintech News Desk
by Fintech News Desk0
Partnership will make available a wide range of life insurance and wellness solutions across consumer segments of all CUB branches Product range to include life protection (term insurance), guaranteed and market-linked savings plans, retirement/ pension plans, critical illness and hospitalisation benefit covers. Step forward in Tata AIA’s endeavour towards increasing......
Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements
Fintech News

Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firms use the digital delivery tool to ensure clients receive RegBI (Form CRS), Form ADV and DOL Rule disclosures Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is evolving the Docupace Platform’s Compliance TRACKR™ technology to comply with expanding disclosure delivery requirements in an ever-changing......
Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
Fintech Funding News

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee

Fintech News Desk
by Fintech News Desk0
Timothy Reese Brings 30 Years of Management, Operations and Institutional Finance Experience and Expertise within Public and Private Finance Morningstar Funds Trust Board of Trustees announced the appointment of Timothy A. Reese as an Independent Trustee. Latest Fintech News: GreenBox POS and Armanino Sign Partnership To Attest to All GreenBox Custodial Accounts in......
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Finance News

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include: Latest Fintech News: Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation......
Wealth Manager Vishal Bakshi Joins First Republic in New York
Investments News

Wealth Manager Vishal Bakshi Joins First Republic in New York

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that Vishal Bakshi has joined First Republic Investment Management in New York. Latest Fintech News: Certegy and Trust Payments to Collaborate on Offerings to Enhance Online Shopping Experiences Bakshi was named Managing Director and Wealth Manager. He will provide......
S&T Bank Announces James Michie as New Chief Credit Officer
Banking News

S&T Bank Announces James Michie as New Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
S&T Bancorp, Inc. (S&T) the holding company for S&T Bank with operations in five markets including Western Pennsylvania, Eastern Pennsylvania, Northeast Ohio, Central Ohio and Upstate New York, announced today that James Michie has joined S&T Bank as its new chief credit officer. Michie replaces MaryAnn Dornetto, former interim chief credit officer, who recently started her retirement. Latest......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
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