Tag : financial

LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Envestnet National Study Examines Keys to Unlocking Americans' Complicated Financial Relationships
Finance News

Envestnet National Study Examines Keys to Unlocking Americans’ Complicated Financial Relationships

Fintech News Desk
by Fintech News Desk0
Envestnet Study, Fielded in Partnership with The Center for Generational Kinetics, Reveals that Advisors who Offer Compelling Digital Services Alongside Traditional In-Person Advice are Best-Positioned For Growth Envestnet published findings from its first national study, “The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection,” led in partnership......
Doma Technology-First Title Solution Enables Financial Freedom for Point Home Equity Customers
Finance News

Doma Technology-First Title Solution Enables Financial Freedom for Point Home Equity Customers

Fintech News Desk
by Fintech News Desk0
Doma Holdings, Inc. a leading force for disruptive change in the real estate industry announced that Point, a home equity financial platform, is leveraging the Doma Intelligence platform to quickly scale its operations and provide more financial freedom to its customers. Through Doma’s machine learning-driven Intelligence Platform, Point is experiencing......
LendingClub Names Drew LaBenne as New Chief Financial Officer
Banking News

LendingClub Names Drew LaBenne as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Current CFO and Board Member, Tom Casey, to Retire After Transition Period LendingClub Corporation the parent company of LendingClub Bank, America’s leading digital marketplace bank, today announced that Drew LaBenne has been named LendingClub’s next Chief Financial Officer (CFO). To ensure a seamless transition, he will assume the responsibilities on September 1, 2022, from current......
Defined Financial Planning Acquires Annadel Capital
Finance News

Defined Financial Planning Acquires Annadel Capital

Fintech News Desk
by Fintech News Desk0
Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two independent firms joining their knowledge and expertise. Defined Financial Planning’s clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined......
Anova Financial Networks Activates Wireless Services on 10GBPS Backbone Between Mahwah Direct to NY4
Finance News

Anova Financial Networks Activates Wireless Services on 10GBPS Backbone Between Mahwah Direct to NY4

Fintech News Desk
by Fintech News Desk0
Legacy networks were built direct to NY5 but increased customer demand led to expansion into a “dual-endpoint” configuration Anova Financial Networks, an international carrier and market data provider, announced that it now delivers its proprietary wireless platform from Mahwah, New Jersey direct to NY4 located at 755 Secaucus, New Jersey. This corridor......
IGM Financial selects CGI to Operate and Modernize its Transfer Agency Platform
Fintech Funding News

IGM Financial selects CGI to Operate and Modernize its Transfer Agency Platform

Fintech News Desk
by Fintech News Desk0
CGI and IGM Financial Inc. (IGM) have signed a strategic agreement to deliver the next generation of mutual fund transfer agency (TA) platforms in Canada. Latest Fintech News: Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures The IGM and CGI......
Ageras Pushes Into Europe’s Largest Market, Buying German Neo-Bank Kontist
Banking News

Ageras Pushes Into Europe’s Largest Market, Buying German Neo-Bank Kontist

Fintech News Desk
by Fintech News Desk0
Rapidly expanding its all-in-one fintech cockpit for small businesses with an aggressive M&A strategy and $100M war chest, this acquisition gives Ageras the dominant SME bank in Europe’s biggest economy. Ageras Group whose suite of financial and accounting software powers more than one million small businesses across Europe and North......
KOR Financial & CoinRegTech Deliver SaaS to Crypto Trade Reporting
Cryptocurrency News

KOR Financial & CoinRegTech Deliver SaaS to Crypto Trade Reporting

Fintech News Desk
by Fintech News Desk0
Cryptocurrency market under regulatory pressure for timely and comprehensive reporting. KOR Financial, a CFTC registered Swap Data Repository (“SDR”) and trade reporting service provider announces its partnership with CoinRegTech, a leading provider of regulatory technology to the digital asset and cryptocurrency marketplace. Their common goal is to deliver an industry-defining......
IMA Financial Group Issues First Insurance Certificate on the Blockchain
Blockchain News

IMA Financial Group Issues First Insurance Certificate on the Blockchain

Fintech News Desk
by Fintech News Desk0
NFT transaction is another metaverse first for the leader in digital asset risk management IMA Financial Group, which earlier this year launched Web3Labs, is now the first insurance broker to issue a certificate of insurance (COI) on the blockchain. The COI, completed on behalf of client Engiven, was transacted as a non-fungible......
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