Tag : financial planning

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.......
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
Fintech Investments News

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......
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