Tag : wealth management

Banking Fintech News

Boenning & Scattergood Deepens Commitment to Bank and Thrift Sector with Addition of Joseph Plevelich, CFA®, Director and Senior Research Analyst

Fintech News Desk
by Fintech News Desk0
Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce Joseph Plevelich, CFA®, has joined its Equity Research team as Director and Senior Research Analyst covering banks and thrifts at its headquarters in West Conshohocken, PA. This addition broadens the firm’s domain......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Fintech News Desk
by Fintech News Desk0
Investors Can Now Open and Fund Accounts from Inside Orion’s Client Portal in Minutes Utilizing Apex’s Industry Leading APIs Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of a new integration with Orion Advisor Solutions, the premier provider of the tech-enabled......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Fintech News Desk
by Fintech News Desk0
Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial. In this role, Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment advisers. Read More: Banks Are Experiencing a Kodak......
Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor
Capital Markets Fintech News

Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Fintech News Desk
by Fintech News Desk0
Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Andrew is the latest in a string......
J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
Business Fintech News Risk Management

corfinancial Inks Partnership With Technology Consultancy F2 Strategy

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
New UBS Report Reveals That Joint Financial Participation Is the Key to Gender Equality
Fintech News

New UBS Report Reveals That Joint Financial Participation Is the Key to Gender Equality

Fintech News Desk
by Fintech News Desk0
According to UBS Global Wealth Management’s latest Own Your Worth report, 74% of men and 82% of women see joint participation in long-term financial decisions as a necessary step to create gender equality. The report, which surveyed 1,825 high-net-worth investors in the US, found that a significant majority believe equal participation helps......
Focus On Financial Services: Praxent Pivots To Leverage 20 Years' Experience
Fintech InsurTech News

Focus On Financial Services: Praxent Pivots To Leverage 20 Years’ Experience

Fintech News Desk
by Fintech News Desk0
The Austin-based software modernization expert is purpose-built to help financial services brands win Praxent celebrates 20 years in custom software development with new leadership roles and new strategic specialization. Calling all financial services brands — from wealth management to lending, insurance, and real estate — Praxent is the software modernization......
Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services
Fintech News

Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services

Fintech News Desk
by Fintech News Desk0
Investment Services Team with $340 Million in Client Assets Partners with Securities America Financial Institutions Division Advisor Group, the nation’s largest network of independent wealth management firms, and Securities America welcomed Oregon Community Credit Union (OCCU) to the Securities America Financial Institutions platform. The financial institution’s Investment Services team includes......
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