Search Results for: wealth management technology

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
by Fintech News Desk0
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
BOK Financial names new chief accounting officer
Finance News

BOK Financial Names New Chief Accounting Officer

Fintech News Desk
by Fintech News Desk0
BOK Financial Corporation has named Mike Rogers, CPA, as chief accounting officer effective upon the retirement of John Morrow in September 2022.   The appointment came after the announcement that Morrow was retiring after 30 years with BOK Financial. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as New......
Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance
InsurTech News

Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance

Fintech News Desk
by Fintech News Desk0
Denver-based IMO will benefit from the security, scalability and resources that Integrity partnership provides as it works to serve the complex financial needs of more Americans Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
Virgin Orbit Names Stephen Zhang as Vice President of Investor Relations
Investment Services News

Virgin Orbit Names Stephen Zhang as Vice President of Investor Relations

Fintech News Desk
by Fintech News Desk0
The new VP of Investor Relations brings to Virgin Orbit years of public company finance experience. He will work closely with investors and advise the leadership team in its recently established role as a publicly listed company. Virgin Orbit is pleased to announce the addition of Stephen Zhang as the......
Cidel Bank Canada Adopts ZTEdge Web Isolation to Protect Resources and Remote Users from Phishing, Ransomware and Zero-Day Threats
Banking News Security

Cidel Bank Canada Adopts ZTEdge Web Isolation to Protect Resources and Remote Users from Phishing, Ransomware and Zero-Day Threats

Fintech News Desk
by Fintech News Desk0
Bank Expands Relationship with Ericom to Add Remote Browser Isolation Web and Email Cybersecurity Solution Ericom Software, a leading provider of Zero Trust cloud cybersecurity solutions and developer of the ZTEdge SASE Platform announced today that Cidel Bank Canada, a private bank focused on wealth management, has adopted Ericom’s ZTEdge......
Sanjay Sharma to Lead SEI's Private Banking Business
Banking News

Sanjay Sharma to Lead SEI’s Private Banking Business

Fintech News Desk
by Fintech News Desk0
Evolution of SEI’s Leadership Reinforces Strategic Focus on Driving Growth SEI announced that Sanjay Sharma has been appointed to lead its Private Banking business segment. Sharma will be responsible for overall strategy and business growth through the delivery of comprehensive technology, operational, and investment solutions for U.S. and U.K. wealth management organizations.......
HGGC Closes Fund IV At Over $2.5 Billion
Fintech Funding News

HGGC Closes Fund IV At Over $2.5 Billion

Fintech News Desk
by Fintech News Desk0
HGGC to Continue Executing Sector-Focused Strategy in the Middle Market with Differentiated Advantaged Investing Approach HGGC a leading middle-market private equity firm with a sector-focused approach, announced it has completed fundraising for HGGC Fund IV (“Fund IV”) with $2.54 billion of capital commitments. Fund IV exceeded its $2.25 billion target and......
NSAV and Vagabond Announce Launch of 3rd Generation Blockchain Global Payments Leader Announces Local Presence and Solutions in Australia
Cryptocurrency Digital Asset Management News

NSAV and Vagabond Announce Launch of 3rd Generation Blockchain

Fintech News Desk
by Fintech News Desk0
A leader in digital asset technology, NSAV announced today the launch of VagaChain, a 3rd Generation Layer 1 Blockchain Solution. The new blockchain solution will tackle the most critical and urgent sustainability challenges for businesses and enable their transformation. Why the FinTech Ecosystem Needs a Third-generation Layer 1 Blockchain Solution?......
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 and......
PACT Capital Adam Mortanian Named to Forbes Finance Council
Finance News

PACT Capital Adam Mortanian Named to Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Commercial and Agriculture Real Estate Lending Thought Leader to Share Insights and Best Practices Adam Mortanian, Co-Founder and Managing Director of PACT Capital, a leading mortgage banking and capital advisory firm, has been named to the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset......
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