Search Results for: wealth manager
Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde
Rothschild Joins as President & Valverde Joins as GM to Maximize Apex Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management Apex Clearing, a PEAK6 company and the custody and clearing engine powering the future of wealth management, announced the addition of two financial services and......
Western & Southern Financial Group Expands Relationship with DXC Technology to Advance Life Insurance Solutions and Long-Term Growth Strategy
Western & Southern Financial Group, a leading provider of a wide range of insurance, investment and retirement solutions, has adopted DXC Assure for Life and Wealth to add new worksite and retail life insurance products to its array of offerings. Under a new five-year agreement, DXC Technology will provide software-enabled business process services,......
HSBC Launches ESG Portfolio Reporting Service
HSBC today launched a reporting service that provides asset owners and managers with independent measurement of how focused their listed asset investments are on environmental, social and corporate governance (ESG) issues. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM The new service will allow asset......
LemonadeLXP Experiences Growth in First Half of 2020, Increases Client Roster
LemonadeLXP, the all-in-one learning experience platform for financial institutions (FIs), reports growth in its client base by 81 percent during the first half of 2020. The company also expanded its partnerships and experienced an increase in overall client engagement. Read More: Thimble Launches Certificate Manager to Improve Oversight of Vendor......
Jennifer Ceran Joins NerdWallet Board of Directors
Ceran, CFO at Smartsheet, was previously an executive at Box and eBay/PayPal Jennifer Ceran, CFO at Smartsheet, has joined the Board of Directors at NerdWallet, the personal finance website and app that provides guidance to more than 150 million consumers every year. Read More: Thimble Launches Certificate Manager to Improve......
Obyte Becomes First Fully Decentralized DAG as The Institute For the Future (IFF) hosted at the University of Nicosia becomes an Order Provider on the Obyte Public Network
IFF to strengthen Obyte’s network by providing a stable, academically honest and secure environment for an Order Provider (Witness) node Increase decentralization of the network with a geographically distributed Witness node, located within IFF’s premises Provide an independent evaluation of Obyte’s work, research and open-source software Promote transparency of the......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
HilltopSecurities Expands Midwest Presence with Additional Hires in New St. Paul, Minnesota, Location
Hilltop Securities Inc. (HilltopSecurities) recently welcomed Senior Vice President Patrick “Pat” Toutant as Private Client Group branch manager in St. Paul, Minnesota, marking the latest in a series of hires as the company increases its Midwest presence. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among......