Search Results for: team leadership,

Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
by Fintech News Desk0
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
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......
New Syntellis Performance Solutions Report: Financial Executives Have Limited Confidence in Managing Profitability Performance
Fintech News

New Syntellis Performance Solutions Report: Financial Executives Have Limited Confidence in Managing Profitability Performance

Fintech News Desk
by Fintech News Desk0
Financial Institution executives call for greater use of profitability analysis in uncertain industry landscape Syntellis Performance Solutions, a leading provider of financial planning software, data and analytics solutions for healthcare, higher education and financial institutions, released a report that found 71% of financial institution executives have limited confidence in their......
FINEOS Welcomes Allison Morgan as New Senior Sales Executive for North America
Fintech InsurTech News

FINEOS Welcomes F&G as New Customer

Fintech News Desk
by Fintech News Desk0
FINEOS Corporation, the leading core platform for life, accident and health insurance globally, is delighted to announce it has signed a new license agreement with F&G. They will use FINEOS Claims in their life and annuity claims processes. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Fintech Investment Services News

WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement

Fintech News Desk
by Fintech News Desk0
WEX Inc. a leading financial technology service provider, announced it has agreed to a $400 million dollar investment from an affiliate of Warburg Pincus LLC (together with its affiliate, “Warburg Pincus”) which includes convertible notes in an aggregate principal amount of $310 million and $90 million in common stock through......
KKR Acquires Stake in First Gen through Voluntary Tender Offer
Fintech Fintech Funding Investment Services News

KKR Acquires Stake in First Gen through Voluntary Tender Offer

Fintech News Desk
by Fintech News Desk0
Global investment firm KKR announced that, following the completion of the voluntary tender offer period by Valorous Asia Holdings (the “Offeror”), an entity owned by KKR investment funds, the Offeror has accepted all of the 427,041,291 common shares of First Gen Corporation (“First Gen” or the “Company”) that were tendered......
TNG Names Kimberly Pacelli, J.D., M.Ed. as Partner
Business Fintech News

TNG Names Kimberly Pacelli, J.D., M.Ed. as Partner

Fintech News Desk
by Fintech News Desk0
TNG takes great pleasure in announcing the appointment of Kimberly Pacelli, J.D., M.Ed. as a Partner, effective May 1, 2020. Naming Pacelli to Partner serves to recognize her continued leadership at TNG as a subject matter expert, trainer, supervisor, and content developer. For the past 18 months, Pacelli has ably served TNG as an Associate and then as......
Business Leaders Expect Protracted Recovery and a Changing Business Landscape
Business Fintech News

Business Leaders Expect Protracted Recovery and a Changing Business Landscape

Fintech News Desk
by Fintech News Desk0
Business leaders across North America are expecting a protracted recovery and foresee a changing landscape for the future, according to surveys of several hundred North American executives conducted by retained executive search firm Caldwell. Caldwell has been hosting weekly virtual roundtables with several hundred executives across Canada and the United States since the beginning of the......
Sezzle Partners with Wix to Bring 'Buy Now, Pay Later' to Millions of Businesses and Online Stores
Fintech News

Buy Now, Pay Later Leader Sezzle is Now a Public Benefit Corporation

Fintech News Desk
by Fintech News Desk0
Sezzle announced that it has changed its company charter, becoming a Public Benefit Corporation (PBC.) The designation enables the company to become the first PBC in the burgeoning “Buy Now, Pay Later” (BNPL) payments space. Read More: GlobalFintechSeries Interview with Nick Cowan, CEO of the GSX Group Following stockholder approval......
Foley Trasimene Acquisition Corp. II and Paysafe, A Leading Global Payments Provider Focused on Digital Commerce and iGaming, Announce Merger
Fintech News

Paysafe Appoints Afshin Yazdian as CEO of its U.S. Acquiring Division

Fintech News Desk
by Fintech News Desk0
Paysafe, a leading specialized payments platform, announced the appointment of Afshin Yazdian as CEO of its newly formed U.S. Acquiring division. Joining on July 1st, Yazdian will be charged with bringing to life Paysafe’s vision of being the U.S.’s leading payments solutions provider. Read More: GlobalFintechSeries Interview with Patrick Turiano,......
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