Search Results for: senior advisor

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
William Blair Bolsters Investment Banking Group With Senior Hires in London
Banking Investment Services News

William Blair Bolsters Investment Banking Group With Senior Hires in London

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has bolstered its investment banking group in Europe with the appointment of five senior hires. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment......
The Strawhecker Group Expands Global Payments Expertise with Pan-European Fintech & Payments Advisory Network
Fintech News

The Strawhecker Group Expands Global Payments Expertise with Pan-European Fintech & Payments Advisory Network

Fintech News Desk
by Fintech News Desk0
This strategic alliance combines global footprint and industry analytics to provide the payments industry with best-in-class solutions The Strawhecker Group (TSG), a globally recognized analytics, intelligence, and consulting firm in the payments industry, has today formed a strategic alliance with Pan-European Fintech & Payments Advisory Network (TFPA), a network of senior......
Glassbeam Strengthens Executive Team Naming Howard Sams to Strategic Advisory Board and Jay Soni as Chief Financial Officer
Finance News

Glassbeam Strengthens Executive Team Naming Howard Sams to Strategic Advisory Board and Jay Soni as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Both Howard and Jay bring tremendous expertise in the healthcare industry field to benefit Glassbeam in future growth strategies Glassbeam Inc., a pioneer in data and predictive analytics for connected medical machines, announced the addition of key members to their Strategic Advisory Board and executive team. Latest Fintech News: True Wealth......
Paddle appoints Rob Fletcher as Chief Customer Officer and bolsters leadership team with further key senior hires
Digital Payments News

Paddle Appoints Rob Fletcher as Chief Customer Officer and Bolsters Leadership Team With Further Key Senior Hires

Fintech News Desk
by Fintech News Desk0
Rob is a software veteran and former Global Vice President at ServiceNow, and will join Paddle’s Executive Committee  Paddle also announces Emilie Bierschenk as VP of Global Demand Generation and Rob Konowalchuk as VP of Risk and Compliance The senior hires follow Paddle’s $200m acquisition of US subscription metrics startup......
Rev Appoints Top Revenue Leaders from Oracle, Zendesk, HubSpot and Pegasystems to Its Executive Advisory Board
B2B News

Rev Appoints Top Revenue Leaders from Oracle, Zendesk, HubSpot and Pegasystems to Its Executive Advisory Board

Fintech News Desk
by Fintech News Desk0
Diverse leaders join Rev in revolutionizing an above-the-funnel solution for B2B sales and marketing teams Rev, the AI-powered Sales Development Platform that helps B2B companies find their next best customer, announced it has appointed four esteemed B2B revenue and industry executives to its Executive Advisory Board. Each will provide valuable......
Houlihan Lokey Strengthens Specialty Finance Coverage Capabilities With Senior Hire
News

Houlihan Lokey Strengthens Specialty Finance Coverage Capabilities With Senior Hire

Fintech News Desk
by Fintech News Desk0
David Villa Joins as a Managing Director in New York Houlihan Lokey the global investment bank, announced that David Villa has joined the firm’s Financial Services Group as a Managing Director covering specialty finance companies and depositories. He is based in New York. Latest Fintech News: Finastra and ITC Infotech Extend......
Northern Edge Advisors Announces Strategic Rebrand
Fintech Investment Services News

Northern Edge Advisors Announces Strategic Rebrand

Fintech News Desk
by Fintech News Desk0
The investment bank, formerly known as BCMS Advisors, reaffirms its leadership and commitment to serving North American businesses in the middle market Northern Edge Advisors, the boutique investment bank focused on providing best-in-class financial advisory services to privately-owned businesses, has announced that it has completed a full transition from its......
Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
Baird Launches Russell Investments’ Personalized Managed Accounts on Its Advisory Platform
Investment Services News

Baird Launches Russell Investments’ PMAs on Its Advisory Platform

Fintech News Desk
by Fintech News Desk0
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay The Baird SMA Network has added Russell Investments’ full suite of Personalized Managed Accounts (PMAs) to its advisory platform. This partnership will give Baird’s private wealth management advisors and their clients access to Russell Investments’ outcome-oriented PMAs, which......
1