Search Results for: senior advisor

CareCredit, CWH Advisors Patient Pay Survey Finds Majority of Patients Would Consider Financing Options to Pay Healthcare Costs
Digital Payments Mobile Banking News

CareCredit, CWH Advisors Patient Pay Survey Finds Majority of Patients Would Consider Financing Options to Pay Healthcare Costs

Fintech News Desk
Rising Costs are Driving Demand for Digital Payment Options and Flexible Payment Options Sixty-three percent of all patients and 85% of younger patients (aged 18-34) would consider point-of-service (POS) financing for their healthcare bills, according to a new survey sponsored by CareCredit, a Synchrony solution and leading provider of promotional financing......
Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
Venerable Names Senior Vice President and Vice President within Investment and Finance Organizations
Investment Services Investments News Risk Management

Venerable Names Senior Vice President and Vice President within Investment and Finance Organizations

Fintech News Desk
Venerable announced the promotions of two West Chester, PA based Investment and Finance leaders, Tim Henry and Karthik Gadiraju. As Senior Vice President, Tim Henry, will lead a team of highly skilled investment professionals and will be tasked with adding a second asset manager to Venerable’s business model at the close of the previously communicated transaction with......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
Aspen Technology Appoints Chantelle Breithaupt as Senior Vice President and Chief Financial Officer
Business Digital Fintech News

Aspen Technology Appoints Chantelle Breithaupt as Senior Vice President and Chief Financial Officer

Fintech News Desk
 Aspen Technology, Inc., a global leader in asset optimization software, has appointed Chantelle Breithaupt as Senior Vice President and Chief Financial Officer. Breithaupt will join AspenTech on March 22, 2021. Breithaupt joins AspenTech from Cisco where she was most recently Senior Vice President, Finance for its Customer Experience organization to transform......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions
Artificial Intelligence Business Fintech News

NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions

Fintech News Desk
Customers want hyper-individualized financial services. They’re even willing to share personal data and pay more as a tradeoff. According to research findings released today by NTT DATA, there is ample opportunity for financial institutions to harness the power of AI to build more meaningful connections and experiences with customers — vastly......
OnDeck Partners With HomeAdvisor
Business Digital Fintech Fintech Startups Insights InsurTech Investment Services News

OnDeck Partners With HomeAdvisor

Fintech News Desk
OnDeck to Offer HomeAdvisor Professionals and SMBs Financing Options OnDeck®, a part of Enova International, today announced a partnership with HomeAdvisor to support home service professionals and companies on the HomeAdvisor network with access to transparent, flexible and timely financing options. As the nation continues to recover from the pandemic,......
Practifi Announces Integration with Schwab Advisor Center®
Business Fintech News

Practifi Announces Integration with Schwab Advisor Center®

Fintech News Desk
Practifi launches digital account open and alerts integration with Schwab Advisor Center. Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®. Read More: Moody’s Analytics PFaroe DB Solution Wins Buy-Side ALM Product of the Year for Fourth Straight Year Practifi’s integration with the......
Skience platform comes to BankPlus financial advisors
Banking Fintech News

Skience Platform Comes to BankPlus Financial Advisors

Fintech News Desk
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.......
1