Tag : financial professionals

ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association
Finance Fintech News

ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association

Fintech News Desk
by Fintech News Desk0
CFMA’s D&I Task Force has met biweekly since July 2020 but officially becomes a Committee on April 1; Orr receives 2020-21 Chairman’s Challenge Coin for D&I work on behalf of CFMA The Construction Financial Management Association (CFMA) has named ProNovos founder and Chief Data Scientist Bruce Orr the incoming Chair of its new Diversity & Inclusion......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform
Business Fintech Investment Services News

ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform

Fintech News Desk
by Fintech News Desk0
ETF Action is pleased to announce the rollout of several significant upgrades to its platform, including the introduction of a new Dashboard interface, custom report generation, ETF All-Stars® integration, an expanded website, and more. These functionality upgrades are the first of several planned releases for 2021. They’re designed to expand......
DFIN-Launches-Innovative-Purpose-Built-ActiveDisclosure
Business Capital Markets Fintech News Risk Management

DFIN Launches Innovative Purpose-Built ActiveDisclosure; New Software Transforms SEC Regulatory Reporting

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced its new version of ActiveDisclosure. Built from the ground up, this cloud- and browser-based financial reporting software transforms regulatory reporting with seamless integration, simple and fast onboarding, and an array of intelligent core filing tools. Read More:......
LeaseQuery Collaborates with Microsoft to Lay a Foundation for Seamless Lease Accounting Transitions
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LeaseQuery Collaborates with Microsoft to Lay a Foundation for Seamless Lease Accounting Transitions

Fintech News Desk
by Fintech News Desk0
LeaseQuery’s lease accounting software integrates with Microsoft Dynamics 365, adding another layer to customers’ digital transformation initiatives LeaseQuery, a leading provider of purpose-built lease accounting software, announced it is integrating its solution with Microsoft Dynamics 365 Finance and Business Central, an industry leader in enterprise resource planning (ERP) and customer......
SIMON-Invests-in-Key-Strategic-Growth_-Welcomes-Scott-Stolz-as-Head-of-Insurance-Solutions
Business Fintech InsurTech Investment Services News

SIMON Invests in Key Strategic Growth, Welcomes Scott Stolz as Head of Insurance Solutions

Fintech News Desk
by Fintech News Desk0
SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Scott Stolz, CFP®, RICP® as Head of Insurance Solutions. In this newly created position, Stolz is responsible for expanding the reach of SIMON’s annuities platform across new channels and will play an integral role in the development and release......
LeaseQuery-Ranked-Number-26-Fastest-Growing-Company-in-North-America-on-Deloitte’s-2020-Technology-Fast-500™
Banking Business Fintech Investment Services News

LeaseQuery Ranked Number 26 Fastest-Growing Company In North America On Deloitte’s 2020 Technology Fast 500™

Fintech News Desk
by Fintech News Desk0
LeaseQuery, a leading provider of purpose-built lease accounting software, today announced it ranked 26th on Deloitte’s Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences and energy tech companies in North America. LeaseQuery grew 8551% during this period. Read More:  insightsoftware Announces Intent to Acquire IDL Group......
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