Search Results for: senior advisor

Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires
Fintech News

Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires

Fintech News Desk
by Fintech News Desk0
WealthTech software company Advisor360° announced four new hires: Meredith Crouse as Senior Vice President, Chief People Officer, Doug Wood as Senior Vice President, Customer Success and Operations, Gilad Sade as Vice President, Engineering Development and John Considine as Vice President, Solutions Architect. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “This is a......
J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Callsign Amplifies U.S. Presence with New Executive Advisor Ben Wallach

Fintech News Desk
by Fintech News Desk0
Digital identity leader Callsign announces the continued expansion of its U.S. leadership team with the addition of Ben Wallach as senior advisor. A leader in the cybersecurity and fraud space for more than two decades, Wallach will be joining Callsign to further push market growth, build out more strategic partnerships and to......
Protective Life Names Doyle Williams Senior Vice President, Distribution Companies
Fintech InsurTech News

Protective Life Names Doyle Williams Senior Vice President, Distribution Companies

Fintech News Desk
by Fintech News Desk0
Libet Anderson promoted to President of ProEquities, Inc. Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, is pleased to announce that Doyle Williams has joined the company as Senior Vice President, Distribution Companies, effective July 6. In this position, Williams will have management responsibilities for......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Cross Border Consultancy's Corporate Launch & Advisory Panel
Fintech News

Cross Border Consultancy’s Corporate Launch & Advisory Panel

Fintech News Desk
by Fintech News Desk0
Cross Border Consultancy (CBC) is pleased to announce the launch of its business for private and corporate clients facing urgent or complex problems. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition CBC’s group headquarters are Hong Kong. An early stage investor is I-OnAsia, which will host CBC clients at......
SecurityScorecard and Great American Insurance Group Team Up to Share Security Ratings with Cyber Risk Insureds
Fintech News

SecurityScorecard Adds Industry-Leading Advisors to Continue Rapid Growth Trajectory

Fintech News Desk
by Fintech News Desk0
SecurityScorecard, the global leader in security ratings, announced the addition of three key advisors: Deven Sharma, former CEO of S&P Global; Marshall Lux, an esteemed financial services consultant and senior advisor for the Boston Consulting Group; and Grant Geyer, CPO at Claroty & former SVP of products at RSA Security. They will......
Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer
Banking Fintech Fintech Funding News Risk Management

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer

Fintech News Desk
by Fintech News Desk0
Customers Bank is pleased to announce industry veteran Daniel Park has joined the bank as Senior Vice President and Treasurer. Park will use his three decades of experience to enhance interest rate risk management processes, integrate capital and liquidity stress testing into corporate planning, as well as optimize funding, liquidity......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Capital Markets Fintech Fintech Funding News

SEI Launches the SEI American Funds Strategies for Independent Advisors

Fintech News Desk
by Fintech News Desk0
New Offering Brings Additional Flexibility to SEI’s Customizable Investment Platform SEI announced the launch of the SEI American Funds Strategies, built specifically for independent advisors leveraging the SEI Wealth Platform. Offered by Independent Advisor Solutions by SEI, these six strategies are built with American Funds by Capital Group to provide greater flexibility......
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