Search Results for: risk and asset management

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Sterling Trading Tech’s Global Risk & Margin System Evolves to Meet Volatility and Regulation, Industry Veteran Brian Saldeen Leads Effort
News Trading

Sterling Trading Tech’s Global Risk & Margin System Evolves to Meet Volatility and Regulation, Industry Veteran Brian Saldeen Leads Effort

Business Wire
by Business Wire0
Sterling Trading Tech (STT), a leading provider of trading technology including a proprietary order management system, a risk and margin system, and trading platforms for the capital markets worldwide, announced the appointment of industry veteran Brian Saldeen as Senior Risk & Margin Product Manager. Saldeen joins Sterling to lead the......
Citi Develops New Digital Asset Capabilities for Institutional Clients
Blockchain Finance News

Citi Develops New Digital Asset Capabilities for Institutional Clients

Business Wire
by Business Wire0
Citi Treasury and Trade Solutions (TTS) announces the creation and piloting of Citi Token Services for cash management and trade finance. The service uses blockchain and smart contract technologies to deliver digital asset solutions for institutional clients. Citi Token Services will integrate tokenized deposits and smart contracts into Citi’s global......
Flex Raises $120 Million in Equity and Debt, Launching Finance Super App for Business Owners
debt collection News

Flex Raises $120 Million in Equity and Debt, Launching Finance Super App for Business Owners

PR Newswire
by PR Newswire0
Funding round led by Florida Funders, with participation from Home Depot Ventures, Community Investment Management (CIM), Companyon Ventures and MS&AD Ventures Flex, formerly known as Flexbase, announced the closing of a $120M Series A debt and equity funding round, which includes debt financing from CIM with an agreement to fund up to $100M, and $20M in......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services
Compliance management News

Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services

PR Newswire
by PR Newswire0
New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Terms of the transaction were not disclosed. Raymond James served as Tax Guard’s financial......
Amber Group Continues to Strengthen Resilience with Enhanced Compliance, Security, and Industry Collaborations
Digital Asset Management News

Amber Group Continues to Strengthen Resilience with Enhanced Compliance, Security, and Industry Collaborations

PR Newswire
by PR Newswire0
Amber Group, a leading global digital asset company, announced its exceptional revenue growth in the second quarter of the year, doubling its figures from the first quarter. This remarkable achievement reflects the company’s unwavering commitment to excellence and innovation across its core business areas, with notable contributions from its market......
SAS Helps Banks Tackle Risk in the Cloud
Analytics News Risk Management

SAS Helps Banks Tackle Risk in the Cloud

PR Newswire
by PR Newswire0
SAS works with Microsoft to arm banks with powerful AI and analytics to manage the liquidity and interest rate risks fueling widespread industry turbulence As financial firms maneuver the continued fallout of recent bank failures, analytics and AI leader SAS is expanding its partnership with Microsoft to help banks better manage......
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