Tag : financial planning

CommScope Announces Finance Function Succession Plan
Finance News

CommScope Announces Finance Function Succession Plan

Fintech News Desk
by Fintech News Desk0
Kyle Lorentzen Appointed Chief Financial Officer CommScope Holding Company, Inc., a global leader in network connectivity, announced a number of changes to its finance functions, including the appointment of Kyle Lorentzen, currently senior vice president and chief transformation officer, as executive vice president and chief financial officer, effective November 1,......
Radiant Logic Expands Executive Team with Appointment of New Chief Financial Officer
Fintech News

Radiant Logic Expands Executive Team with Appointment of New CFO

Fintech News Desk
by Fintech News Desk0
Justin Sollenne Joins Leadership Team to Support Company Expansion Radiant Logic, the enterprise Identity Data Fabric company, announced that Justin Sollenne, a seasoned financial executive, will join its growing leadership team as the Chief Financial Officer. “I am excited to have Justin on board as we map out our strategic......
BrightPlan Announces Strategic Partnership with USI
Fintech InsurTech News

BrightPlan Announces Strategic Partnership with USI

Fintech News Desk
by Fintech News Desk0
BrightPlan, a leader in Total Financial Wellness, announced a strategic partnership with USI Insurance Services, one of the largest insurance brokerage and consulting firms in the world, that will bring financial well-being benefits to more employees across the country. This includes financial planning and investing tools, advice from experienced financial......
DataRails Hires "Dream Team" with New CFO, VP of Sales, VP of Marketing, and VP of Product
Fintech News

DataRails Hires “Dream Team” with New CFO, VP of Sales, VP of Marketing, and VP of Product

Fintech News Desk
by Fintech News Desk0
Leading Financial Planning & Analysis Solution appoints senior leadership team as customer base set to reach 1,300 by end of 2022 DataRails, the leading provider of next-generation financial reporting for SMEs, announced four executive hires as the company’s growth accelerates. The appointments follow DataRails’ latest funding announcement of a $43.5M Series A......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
KPN Turns to Oracle to Modernize Operations
Finance Fintech News

KPN Turns to Oracle to Modernize Operations

Fintech News Desk
by Fintech News Desk0
Major Dutch telecoms provider connects finance, HR and supply chain applications Multi-year agreement, implemented by Deloitte, to consolidate core business functions on Oracle Fusion Applications Oracle announced that Dutch telecommunications leader KPN has chosen Oracle Fusion Cloud Applications Suite. The implementation, managed by Deloitte and Oracle Consulting, will see KPN deploy Oracle Fusion......
BNY Mellon's Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds
Fintech News

BNY Mellon’s Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) has appointed Ainslie Simmonds as President of Pershing X, a new business unit within Pershing that will design and build innovative solutions for the advisory industry. The new unit will accelerate Pershing’s delivery of consumer grade digital experiences to its clients, as well as the broader marketplace. Pershing X......
The Onex Group Completes Investment in Wealth Enhancement Group
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
by Fintech News Desk0
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
Digital Payments Fintech News

AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises

Fintech News Desk
by Fintech News Desk0
“Last mile” platform integrations enable enterprises to compliantly unify and automate fee-for-service financial planning compliance, billing, and payment processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of significant workflow automation enhancements which will empower enterprises to compliantly manage the entire fee-for-service financial planning engagement......
XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
1