Tag : financial industry

AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Inszone Insurance Services Completes Acquisition of Donna Ledwick Insurance Services
InsurTech News

Inszone Insurance Services Completes Acquisition of Donna Ledwick Insurance Services

Business Wire
by Business Wire0
Inszone Insurance Services, a rapidly growing, national provider of benefits, personal and commercial lines insurance, has announced the completion of its acquisition of Donna Ledwick Insurance Services. The move is part of Inszone Insurance’s strategy to expand its national footprint and build on its reputation as a leading insurance provider......
AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution
Investment Services News

AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution

Business Wire
by Business Wire0
AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket (FSM). The partnership brings international and boutique investment products to new markets, leveraging significant distribution opportunities InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, announced partnerships with leading......
Featured Fintech Primers Stock Market Technology Trading

10 Of The Best Stock Market Podcasts

Pooja Choudhary
by Pooja Choudhary0
1. Invest Like the Best    Patrick O’Shaughnessy is the person of the show. Patrick is a reliable source for information on investment. This podcast examines the theories, practices, and personal stories of individuals to provide you better time and, most crucially, investing advice. Listeners are educated by a variety of......
Climate Risk Management Workshop for Financial Industry Risk Professionals Launched
Fintech News Risk Management

Climate Risk Management Workshop for Financial Industry Risk Professionals Launched

PR Newswire
by PR Newswire0
RMA and McKinsey & Company, as a knowledge partner, announced that they are holding a workshop designed to help bank executives integrate climate risks, opportunities, and regulations into their business decisions and operations. The workshop will take place at The Ritz Carlton New Orleans from April 12-13, 2023. Attendance is......
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Fintel Connect Partners with MeridianLink to Enhance Deposit and Loan Growth for Financial Institutions
Finance Fintech News

Fintel Connect Partners with MeridianLink to Enhance Deposit and Loan Growth for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Fintel Connect, a leader in marketing technology for the financial industry, announced its partnership with MeridianLink, Inc., a leading provider of cloud-based software solutions for financial institutions. By integrating Fintel Connect’s campaign tracking and partner marketing platform into MeridianLink® Opening, the two companies are enhancing full-funnel marketing transparency and deposit and loan growth......
Levitate Now Offering FINRA-Reviewed Content As Part of Content Library
Finance News

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library

Fintech News Desk
by Fintech News Desk0
Levitate is proud to announce the addition of FINRA-reviewed content to its expansive content library. Getting marketing content approved can be burdensome for small businesses in the finance industry. The Financial Industry Regulatory Authority (FINRA), a not-for-profit government-authorized organization that oversees U.S. broker-dealers, has many rules and regulations around financial advertising. While......
Group Vested Launches New Creative Services Platform, Finance Studio
Finance News

Group Vested Launches New Creative Services Platform, Finance Studio

Fintech News Desk
by Fintech News Desk0
New online creative studio provides flexible financial marketing at scale Group Vested, an award-winning global integrated financial services marketing and communications consultancy, is announcing the launch of Finance Studio, a new online creative studio for financial companies. “The current economic climate means more financial brands – from start-up fintechs to......
Eltropy’s Video Banking Boosts Branch Efficiency During Labor Shortages
Banking News

Eltropy’s Video Banking Boosts Branch Efficiency During Labor Shortages

Fintech News Desk
by Fintech News Desk0
Digital communications platform leader shares 3 tips for credit unions and community financial institutions to thrive during current staffing shortages An unpredictable job landscape and staffing shortages are testing the entire financial industry, including credit unions and community financial institutions (CFIs). Eltropy Founder and CEO Ashish Garg offers 3 tips:......
1