ROCKVILLE, Md.–(BUSINESS WIRE)–Sept. 20, 2022– Grove Point Financialan independent broker and investment advisory platform, today announced the addition of Leon Financial Services, LLCa St. Louis-based wealth management firm with $22 million in client assets. Leonardo (Leo) Gelain will lead the business and has chosen Grove Point Financial in the midstRead More →

According The Reset: Accelerating the Business Value of Technology in Financial Services report, finance organizations can leverage the true value that modern technology platforms can deliver in three critical ways: start with the customer and keep an eye on value, develop workers, and foster transparency with leadership. Here’s how. StartRead More →

With the emergence of many banking-as-a-service providers in recent years, the infrastructure now exists to allow non-financial brands across many industries to offer their customers access to integrated financial services that could potentially strengthen their relationship with customers. The value offered by embedded finance is based on the assumption thatRead More →

The consumer price index (CPI) rose 8.3% year over year in August, beating economists’ estimates. Stubborn inflation should prompt the Fed to continue raising interest rates aggressively, which could trigger a recession. With inflation nearing multi-decade highs and the labor market remaining tight, the Fed has aggressively raised interest ratesRead More →

September 16, 2022 – Global consulting firm Secura/Isaac Group launched Secura/Isaac Talent, an executive search firm dedicated to recruiting high-level talent for financial services clients. The company will be led by CEO Jamie Peretz, who brings more than two decades of high-level executive search experience. “Secura/Isaac Group’s team of highlyRead More →

by Joe Panettieri • Sep 15, 2022 ACA Groupan MSP that provides governance, risk and compliance (GRC) solutions to financial services clients, acquired Focus 1 Partners. ACA wins regulatory compliance firm that supports clients in wealth management, private equity, hedge funds and diversified financial services. Financial terms of the dealRead More →

Sept. 13 – FITZGERALD, Ga. – Colony Bank recently announced that it has formed a new division that will operate under the Colony Financial Advisors brand and has selected Ameriprise Financial as its brokerage partner. Through this new partnership, Colony Financial Advisors will offer its clients comprehensive financial planning andRead More →

FITZGERALD, Georgia – Colony Bank recently announced the creation of a new division that will operate under the Colony Financial Advisors brand and has selected Ameriprise Financial as its brokerage partner. Through this new partnership, Colony Financial Advisors will offer its clients comprehensive financial planning and investment solutions. Additionally, itRead More →

HEATHER ROBISON NAMED TO FORBES LIST OF TOP NEXT GENERATION WEALTH ADVISORS Bartlesville, OK – Heather Robison, financial advisor and professional CERTIFIED FINANCIAL PLANNER ®, of Susan Dick Financial Services LLC, located at 330 S Johnstone Avenue, was among Raymond James-affiliated advisors named to the Forbes list of New Brunswick’sRead More →

The JCMR recently presented Financial Services Software study with a focused approach on market size and volumes by application, particular industry process, product type, players, and production and consumption analysis considering key drivers, cost structure and regulatory factors. Currently, the Financial Services Software Market is expanding its presence and someRead More →

Insurer extends partnership with Yale School of Medicine to provide training to better treat injured workers and curb the opioid crisis The Hartforda leading workers’ damage and disability insurer, is extending its partnership with the Yale Program in Addiction Medicine (Yale-PAM) to provide new training on substance abuse, pain managementRead More →

FORT LAUDERDALE, Fla., Sept. 09, 2022 (GLOBE NEWSWIRE) — Retail Financial Services joins the FMS Solutions Holdings family of companies. Founded in 2005 and based in Plymouth, Minnesota, RFS provides accounting, tax preparation and tax planning services to more than 450 entities, primarily in the grocery retail industry. RFS isRead More →

NEW YORK–(BUSINESS WIRE)–Sept. 8, 2022– DA Davidson & Co. today announced that it is serving as the exclusive financial advisor to leading trading card marketplace PWCC Marketplace, LLC, as well as its subsidiaries PWCC Services, LLC and PWCC Vault, LLC (collectively PWCC) on a new $175 million asset-backed credit facilityRead More →

NEW YORK–(BUSINESS WIRE)–Sept. 8, 2022– DA Davidson & Co. today announced that it is serving as the exclusive financial advisor to leading trading card marketplace PWCC Marketplace, LLC, as well as its subsidiaries PWCC Services, LLC and PWCC Vault, LLC (collectively PWCC) on a new $175 million asset-backed credit facilityRead More →

80% of banking and financial services leaders say offering flexible working hours and arrangements is an effective way to address talent shortages, but only 38% say they use this strategy. ATLANTE, September 8, 2022 /PRNewswire/ — Randstad Sourceright’s 2022 Talent Trends in the Banking and Financial Services Industry Report foundRead More →

Transformation of the financial services sector: an objective necessity – OPINION | Policyweb OPINION Transformation of the financial services sector: an objective necessity Mugabe Ratshikuni | September 07, 2022 Mugabe Ratshikuni says PIC must dramatically increase allocation mandates to black asset managers Transformation of the financial services sector: an objectiveRead More →

SANTA ANA, Calif.–(BUSINESS WIRE)–Sept. 7, 2022– First American financial company(NYSE:FAF), a leading provider of securities, settlement and risk solutions for real estate transactions and the leader in the digital transformation of its industry, today announced that Great Place to Work ® and Fortune recognized First American as one of theRead More →

washington d.c. –Direct News– Trelianta key consulting partner to the global financial industry, has appointed a seasoned banking HR executive, Joan burns as Director of Human Resources. This position is critical to supporting Treliant’s rapid growth and delivering on the commitment to employee satisfaction, DE&I, career pathing and many otherRead More →

Marketreports.info has published a report titled Global Cyber ​​Security in Financial Services Market which includes the industry growth factors for the projected period of 2022-2030. The insights cover a significant global cybersecurity in financial services market, the dynamics behind it, the factors restraining it and the opportunities for demand growth.Read More →

LONDON, September 7, 2022 /PRNewswire/ — Leading digital technology services consultancy Fimatix announces the launch of its expanded private sector offering, having supported leading insurance and financial services providers. As part of this operation, Fimatix has appointed Sanjeev Dhiman as commercial director for private sector companies. Having previously held seniorRead More →

By Martin Gaffney, Regional Vice President – EMEA Yugabytethe company behind YugabyteDB, the high-performance open-source distributed SQL database. Database specialist Martin Gaffney hopes the industry now sees that Open Banking adds real value and helps businesses better manage complexity July 2022 marked five years since the start of API specificationsRead More →

Financial and business advisory firms face an unprecedented range of strategic challenges, both inside and outside the industry. Recently, John Canty Webster of Massachusetts spoke about the changing financial needs and behaviors of consumers. According to him, the reason for these changes is social changes, demographic changes and the acceptanceRead More →

Financial Services Specialist The position is for a Financial Services Specialist, validating and approving billing information provided by our sales teams, before generating and processing these invoices. This is an opportunity to join a well-established and forward-thinking international team, which encourages new ideas and solutions to improve efficiency and rewardsRead More →