Tag : financial planning

Finance Fintech News

CFP Board Center for Financial Planning and Parsec Financial Launch Diversity-Focused Scholarship

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (the Center) and Parsec Financial announced the launch of the Parsec Financial CFP Certification Diversity Scholarship that seeks to advance diversity in the financial planning profession. For the next four years, the scholarship will provide four awards annually of up to $5,000 USD each to qualified students from underrepresented populations in......
While Many US Credit Card Issuers Struggle to Meet Evolving Customer Expectations, Some Bright Spots Exist, J.D. Power Finds
Banking Digital Payments Finance News

While Many US Credit Card Issuers Struggle to Meet Evolving Customer Expectations, Some Bright Spots Exist, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
American Express Ranks Highest in Overall Customer Satisfaction among National Credit Card Issuers; First-Time Study Entrant Goldman Sachs Ranks Highest among Midsize Issuers Increased financial stress, lack of responsiveness and misaligned terms and rewards have created a recipe for declining customer satisfaction with credit card issuers. According to the J.D.......
oXYGen Financial Opens New Location in Savannah, GA - Headed by Advisor Hugh Hale
Finance Fintech News

oXYGen Financial Opens New Location in Savannah, GA – Headed by Advisor Hugh Hale

Fintech News Desk
by Fintech News Desk0
Atlanta-based oXYGen Financial, one of the pioneers of Generation X and Y financial services, is opening another new location in Savannah, Georgia. oXYGen Financial has more than 1.9 billion dollars under advisement across their six locations. The newest location, to be managed by seasoned financial advisor Hugh Hale, is the latest branch location opened by......
Clari Secures Workday as Strategic Investor and Partner
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Clari Secures Workday as Strategic Investor and Partner

Fintech News Desk
by Fintech News Desk0
Partnership to integrate market leading AI-powered forecasting into financial planning Clari, the Revenue Operations leader, announced it has received a strategic investment from Workday Ventures as an extension to its Series E investment round, and it will join the Workday Software Partner Program. Workday joins other Series E investors, including Silver......
Anaplan Appoints Vikas Mehta as Chief Financial Officer
Business Digital Fintech News

Anaplan Appoints Vikas Mehta as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Finance veteran brings nearly 20 years of leadership experience in Digital Transformation Anaplan, Inc., provider of the leading cloud-native platform for orchestrating business performance, announced that Vikas Mehta has joined its executive team as Chief Financial Officer effective July 19. “We are excited to welcome a progressive financial executive of......
Builders Insurance Group Names Matthew Burnett Chief Financial Officer and Treasurer
Finance Fintech News

Builders Insurance Group Names Matthew Burnett Chief Financial Officer and Treasurer

Fintech News Desk
by Fintech News Desk0
Builders Insurance Group is pleased to announce the appointment of Matthew Burnett to the role of Senior Vice President, Chief Financial Officer and Treasurer. Matthew joined Builders in June 2020 as Director of Accounting & Finance/Controller. In his new role Matthew will lead the financial operations of the Company, including financial reporting, financial planning......
FastAF Appoints Asif Meghani As Chief Financial Officer
Banking Finance Fintech Investments News

FastAF Appoints Asif Meghani As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Meghani to Oversee Finance and Investor Relations for the Company FastAF, the leading quick commerce company for premium daily essentials in North America, announced it has appointed Asif Meghani as Chief Financial Officer who will report directly to FastAF Founder and Chief Executive Officer, Lee Hnetinka. “FastAF is experiencing momentous growth and expansion,......
AssetMark Closes on the Acquisition of Voyant
Fintech News

AssetMark Closes on the Acquisition of Voyant

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., a leading provider of wealth management and technology solutions for financial advisors, announced the completion of its acquisition of Voyant, a global provider of SaaS-based financial planning, wellness and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial institutions and small advisor firms......
Blackhawk Network Announces David McLaughlin as Chief Financial Officer
Fintech News

Blackhawk Network Announces David McLaughlin as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
McLaughlin brings more than 25 years of financial experience across multiple sectors including financial services and fintech Blackhawk Network, a global payments provider, announced David McLaughlin has been named its chief financial officer. McLaughlin will report into Blackhawk’s CEO and president Talbott Roche directly and lead Blackhawk’s global accounting, financial planning, internal audit, tax, treasury and settlement......
India Inching Towards Credible Individual Financial Security: PFRDA Chairman
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India Inching Towards Credible Individual Financial Security: PFRDA Chairman

Fintech News Desk
by Fintech News Desk0
“Remarkable growth in NPS subscribers over the years with 74.10 lakh government employees in the scheme and 28.37 lakh individuals joining from the non-government sector” – Supratim Bandyopadhyay, PFRDA Chairman Partnering with PFRDA for over a period of two years, Hero Mindmine touched-base with 136,700 personnel directly and countless others The......
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