Search Results for: wealth management technology

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......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
by Fintech News Desk0
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning
Digital Payments News

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning

Fintech News Desk
by Fintech News Desk0
Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology explores how digital assets impact estate and succession planning and how organizations can manage in our immersive digital age Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker and recognized as one of the leading and original voices......
ING Ventures Invests in OpenFin
Fintech News

ING Ventures Invests in OpenFin

Fintech News Desk
by Fintech News Desk0
ING joins as the 7th major financial institution to strategically invest in OpenFin OpenFin, the operating system (OS) of enterprise productivity, announced that it has secured a strategic investment from ING Ventures, the venture capital arm of ING making investments in companies that have strategic relevance to ING. The capital......
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 Bank of London Appoints Tam Holmes as Co-president & Group Chief Product Officer
Banking News

The Bank of London Appoints Tam Holmes as Co-president & Group Chief Product Officer

Fintech News Desk
by Fintech News Desk0
The Bank of London, the next-generation technology company and the world’s first purpose-built global clearing, agency, and transaction bank, today announced the appointment of Tam Holmes as its Co-President & Group Chief Product Officer and Member of the Group’s Executive Management Committee. As Group Chief Product Officer, Tam is responsible for oversight......
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 News Desk
by Fintech News Desk0
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......
FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services
Finance News

FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services

Fintech News Desk
by Fintech News Desk0
Firm Specializes in Serving Leading Investment Management Firms Including Hedge Fund, Private Equity, Venture Capital, and Family Offices FFL Partners (“FFL”), a private equity firm focused on growth investments in tech-enabled business services and healthcare companies, today announced that it has completed a strategic growth investment in Abacus Group (“Abacus,”......
Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools
Investments News

Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools

Fintech News Desk
by Fintech News Desk0
Growing Number of Outsourced Chief Investment Officer (“OCIO”) Firms Adopt Data Aggregation Technology, Impact Scores, and Benchmarking Metrics Developed by Lenox Park Solutions as Standard Tools to Measure Diversity, Equity and Inclusion (“DEI”) Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Lenox Park Solutions, Inc. (“Lenox Park”,......
NextPlay Technologies Agrees to Strategic Sale of Reinhart Digital TV (Zappware) and NextTrip to TGS Esports Transaction
Investment Services News

NextPlay Technologies Agrees to Strategic Sale of Reinhart Digital TV (Zappware) and NextTrip to TGS Esports Transaction

Fintech News Desk
by Fintech News Desk0
NextPlay Technologies, Inc. a digital business ecosystem for digital advertisers, consumers, video gamers and travelers, today announced it has agreed to the sale of the company’s travel business, NextTrip Group, LLC, and its 51% ownership of Reinhart Digital TV (the 100% owner of Zappware) to Vancouver-based TGS Esports Inc. a leading......
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