Tag : financial planning

Paysafe: Online retailers to accelerate growth plans to combat the COVID-19 crisis
Fintech News

Paysafe Group Appoints Ismail (“Izzy”) Dawood as Group Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Paysafe Group (Paysafe), a leading specialized payments platform, has appointed Ismail (“Izzy”) Dawood as its new Group Chief Financial Officer. Based in the US, Dawood will report into Paysafe CEO, Philip McHugh, when he joins the company on September 28. Read More: SafeButler and Liberty Mutual Partner to Offer Instant......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
CIBC Innovation Banking Provides Eventus Systems with US$5 Million Growth Financing Facility
Fintech News

Vena Solutions Inc. Accelerates Growth with US$25 Million Financing from CIBC Innovation Banking

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a growth capital financing for Toronto-based Vena Solutions Inc. (“Vena”), a provider of cloud-based financial planning and analysis software. The funding enables Vena to accelerate growth by further expanding product content and market reach. Read More: ETA Announces Expansion to Canada to Support Growth......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
Fintech

Income Lab Announces Appointment of Derek Tharp to its Board of Advisors

Fintech News Desk
by Fintech News Desk0
Income Lab announced today the appointment of Derek Tharp, Lead Researcher and Speaker at Kitces.com, to Senior Advisor and member of the Income Lab Board of Advisors. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “We are excited to welcome Derek to our team.......
Business Fintech News

Empower Institute: It’s Time to Drop Generational Stereotypes When It Comes to Financial Planning

Fintech News Desk
by Fintech News Desk0
Americans are tired of the so-called generational wars that describe one generation as doing better or worse than another when it comes to financial planning and saving for retirement, a new survey from Empower Retirement says. Instead, American savers want to talk about financial planning that matches where they are......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Five Steps Business Owners Can Take Right Now By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Guest Posts News

Coronavirus and Finance Tips: Five Steps Business Owners Can Take Right Now

Sam Brownell
by Sam Brownell0
While there are many different local, state and federal programs in place or being set up for financial relief due to the effects of the coronavirus, Stratus would like to encourage business owners not to wait for the government to begin building your relief plan.  By doing some independent prep......
Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English
Fintech Investment Services News

Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English

Fintech News Desk
by Fintech News Desk0
Platform offers MENA investors passive direct indexing and factor investing platforms Portfolio management company Wealthface announced the launch of its robo-advice direct indexing platform for passive investors in the Middle East and North Africa (MENA) region. The company will operate out of its UAE offices in Abu Dhabi. Wealthface offers expert investment services through......
Vena Solutions Fills Top C-Level Positions as It Readies for Next Phase of Growth
Banking Fintech News

Vena Solutions Fills Top C-Level Positions as It Readies for Next Phase of Growth

Fintech News Desk
by Fintech News Desk0
Strategic, executive-level hires fuel Canada’s next breakout tech company and its ongoing commitment to workplace diversity. Vena Solutions, a provider of cloud-based financial planning and analysis (FP&A) software for corporate finance and one of Canada’s fastest-growing tech companies, has made significant strategic additions to its executive leadership team with new hires at the CMO......
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