Search Results for: wealth management technology

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
by Fintech News Desk0
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
Blankfactor Sees Unprecedented Growth Building Dynamic Global Workforce to Serve the Financial Services Industry
Fintech News

Blankfactor Sees Unprecedented Growth Building Dynamic Global Workforce to Serve the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Company Executive to Speak at Fintech South in Atlanta, June 14 – 15 Blankfactor, a technology provider of end-to-end digital transformation solutions for financial services, has experienced significant growth in 2022. Driven by increased demand for custom solutions in the financial industry, the company has nearly tripled in size in......
CrossFirst Bankshares, Inc. to Enter Colorado and New Mexico Markets With Acquisition of Farmers & Stockmens Bank / Central Bank & Trust
Banking News

CrossFirst Bankshares, Inc. to Enter Colorado and New Mexico Markets With Acquisition of Farmers & Stockmens Bank / Central Bank & Trust

Fintech News Desk
by Fintech News Desk0
CrossFirst Bankshares, Inc. and Central Bancorp, Inc announced that they have entered into a definitive merger agreement under which CrossFirst bank subsidiary, CrossFirst Bank (“CFB Bank”), will acquire Central’s bank subsidiary, Farmers & Stockmens Bank (“F&S Bank”), in an all-cash transaction. F&S Bank currently has Central Bank & Trust branches......
New Report: Robo Advisers are on the March in the MENA Region
Featured Finance Risk Management

New Report: Robo Advisers are on the March in the MENA Region

Fintech Staff Writer
by Fintech Staff Writer0
One in three wealth managers expect dramatic expansion over the next three years, Oxford Risk research shows Wealth managers in the MENA region are expecting strong growth in the number of robo advisers and digital only wealth managers, new research for behavioral finance experts, Oxford Risk shows. Its study with......
Bully Max Wins More Chargebacks Thanks to Partnership with Chargeflow
Finance News

Hetland Team Affiliates with Bleakley Financial Group, Launches Bleakley Financial Twin Cities

Fintech News Desk
by Fintech News Desk0
Twenty-year industry veteran advisor Julie Hetland, CFP, ChFC, CLU, CASL and her husband Jason Hetland, MBA, CEPA have affiliated their wealth management practice with Bleakley Financial Group and established a new office in Minneapolis, MN under the name Bleakley Financial – Twin Cities. Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions......
The Stablecoin Crash Shows Exactly Why We Need Crypto Regulation, But Without Stifling Innovation: Raj Chowdhury
Cryptocurrency News

The Stable coin Crash Shows Exactly Why We Need Crypto Regulation, But Without Stifling Innovation: Raj Chowdhury

Fintech News Desk
by Fintech News Desk0
The stable coin fallout is returning crypto regulation calls into the spotlight. However, such attempts must not hamper progress, says PayBito CEO Raj Chowdhury. The collapse of the Terra and LUNA stable coin ecosystems shocked crypto enthusiasts and investors worldwide. Pegged to the US dollar, they were supposed to be......
CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review
Finance News

CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the Center’s financial planning academic journal, Financial Planning Review. Horan will be responsible for the strategic direction of the journal, including scope of research published, editorial board selection and......
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......
Cary Street Partners To Acquire RIA Business from Atlantic Union Bank
Banking News

Cary Street Partners To Acquire RIA Business from Atlantic Union Bank

Fintech News Desk
by Fintech News Desk0
Atlantic Union Bankshares Corporation to Become a Strategic Investor in Cary Street Partners Cary Street Partners announced it has agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (“DHFB”) from Atlantic Union Bank, a wholly owned subsidiary of Atlantic Union Bankshares Corporation. Founded in 1981, DHFB is a Virginia-based wealth management......
What is a Fintech Company?
Fintech Fintech Primers

What is a Fintech Company?

Fintech Staff Writer
by Fintech Staff Writer0
A Fintech company is a software development and service provider. The Fintech company synchronously offers Cloud-based solutions and integrations to financial services companies. Fintech companies use emerging technologies such as Artificial Intelligence, RPA, Machine learning-based document processing, NLP, and business analytics. Big banks, insurance companies, digital wallets, and AI-based Mobile......
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