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 → 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 →

Ex-employees of ‘Big 4’ financial services firms have spoken out against the ingrained unhealthy work culture and pressures auditors face, with 80-hour work weeks, poor pay, and chronic stress and burnout among the main concerns. In Australia, these big companies include Ernst and Young (EY), Deloitte, PricewaterhouseCoopers (PwC) and KPMG.Read More →

According to Benzinga Pro Here are the insurance industry winners and losers for today’s intraday session. Winners Chicken head insurance GSHD shares rose 2.67% to $51.74 in Wednesday’s regular session. As of 12:40 p.m. EST, this stock is trading at a volume of 63,900 shares, or 21.3% of itsRead More →

The Prime Minister’s Grassroots Funding Program is the cornerstone of economic initiatives for citizens. Whether it’s direct cash transfers, Corona funding, the Prime Minister’s Kisan scheme, wage increases under the Mahatma Gandhi National Rural Employment Guarantee Scheme, health insurance life and health insurance; the first step of all these schemes,Read More →

Faculty and staff have recently reported an increase in the number of unauthorized solicitations of financial advisers. These “cold” calls and emails sometimes offer help managing your TIAA and Fidelity investments retirement savings plans. Some suggest or imply by using the iconic block “M” graphic that UM endorses their services,Read More →

The suspected suicide of a 33-year-old Ernst and Young employee, who was found at the financial services company’s Sydney offices, has sparked a conversation about workplace culture. Besides Ernst and Young, which does business as EY, Australia has three other major financial services companies, including KPMG, PricewaterhouseCoopers (PwC) and Deloitte.Read More →

Unit 4 a leader in enterprise cloud applications for people-centric organizations, today announced that Icon Water, a public critical infrastructure company, has chosen Unit4 ERP to modernize and digitize its finance functions. Icon Water provides essential water and sanitation services to the Australian Capital Territory (ACT), employing over 400 peopleRead More →

Latest industry growth study of global IT spending in financial services market 2022-2028. Detailed research has been accumulated to provide up-to-date information regarding the acute function of IT Spending in Financial Services Market. The report contains various market forecasts related to revenue size, production, CAGR, consumption, gross margin, price, andRead More →

In recent years, an increase in regional textile sourcing and the construction of new factories in North America have prompted Swiss apparel consultancy organization Gherzi to expand its regional operations. BDO is able to offer financial industry analysis, operational due diligence and other financial advisory services. Gherzi’s North American partner,Read More →

Financial Services Software Market OREGAON, PORTLAND, USA, August 25, 2022 / — A senior analyst at AMR pointed out that the financial services software market across Asia-Pacific is expected to witness the fastest CAGR during the forecast period. Download a sample report: Allied Market Research has published a research reportRead More →

Folsom, Calif., Aug. 24, 2022 (GLOBE NEWSWIRE) — With the completion of its 22nd partnership in four years, Allworth Financial, America’s 9th fastest growing RIA1, has acquired $200 million from Muchler Financial Services of Dansville (Rochester), New York. Charlotte, North Carolina-based advisory firm Alaris Acquisitions acted as M&A advisor toRead More →

LEHI, Utah, August 24, 2022 /PRNewswire/ — PCF Insurance Services (PCF), one of the top 20 insurance brokerage firms in the United States, today announced the acquisition of Florida-based insurance broker Apple Insurance and Financial Services. Apple Insurance is a well-known health insurance and individual health insurance agency based inRead More →

LPL Financial Holdings, Inc. CHARLOTTE, North Carolina, Aug. 24, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor My Ton has joined Intrua Financial, an independent wealth management firm affiliated with LPL Financial. She said she has served around $180 million in advisory, brokerage and pensionRead More →

MADISON, WI – August 24, 2022 – First Business Specialty Finance, LLC., a subsidiary of First Business Bank, is pleased to welcome several new members to its Accounts Receivable Finance group. The team continues to grow through the success of its business model of serving customers quickly, reliably and atRead More →

Retail investors frequently turn to established financial institutions or financial consultants to get started, especially those who are young and inexperienced, but they rarely get the results they hoped for. For starters, relatively few companies in this market perform in-depth needs-based analysis and offer tailored solutions based on the results.Read More →

WASHINGTON, Aug. 18, 2022 (GLOBE NEWSWIRE) — FTI Consulting, Inc. (NYSE: FCN) today announced continued investment in its financial services practice within the Forensic and Litigation Consulting segment with the appointment of Sepideh Rowland as Senior Managing Director and Gabriel Hidalgo as Managing Director. Ms. Rowland, who is based inRead More →

AUSTIN, Texas–(BUSINESS WIRE)–August 18, 2022– SoftServer, a leading digital authority and consulting firm, announced that Rishi Chohan has joined the company as Executive Vice President of Banking, Financial Services, Insurance and CPG Retail for the North America. Under his leadership, SoftServe will continue to drive innovation through digital transformation forRead More →

AUSTIN, Texas–(BUSINESS WIRE)–August 18, 2022– SoftServer, a leading digital authority and consulting firm, announced that Rishi Chohan has joined the company as Executive Vice President of Banking, Financial Services, Insurance and CPG Retail for the North America. Under his leadership, SoftServe will continue to drive innovation through digital transformation forRead More →

Community Healthcare System Patient Financial Services has been recognized for excellence in performance by Crowe LLP, a global accounting, consulting and technology firm. The Crowe Performance Awards recognize superior patient experiences in revenue cycle operations. The revenue cycle encompasses the entire process of engaging and paying customers, from start toRead More →

With three-year revenue growth of 236%, Abich Financial Services ranks 2,443rd among America’s fastest-growing private companies NEW YORK, August 16, 2022 /PRNewswire/ — Today, Inc. revealed that Abich Financial Services is number 2,443 on its annual Inc. 5000 list, the most prestigious ranking of America’s fastest-growing private companies. The listRead More →

Customer service is still important, but in today’s remote working world, having more and better options for handling service requests, complaints and disputes is no longer “nice”, but a necessity to avoid reputational damage, potential regulatory exposure and loss. work. Essentially, the ability to manage complaints and disputes effectively andRead More →

On August 1, 2022, the New York State Department of Financial Services (“DFS” or “Department”) issued a consent order, imposing a $30 million fine on Robinhood Crypto, LLC (“Robinhood” ), a trading platform that allows customers to trade cryptocurrencies, for allegedly failing to comply with New York’s anti-money laundering (“AML”)Read More →

New Jersey, United States – Verified Market Research recently released a new report titled Iot in the banking and financial services market Overviews, Size, Forecast to 2028. The report is prepared using primary as well as secondary research methodologies that provide precise and concise understanding of the Iot in BankingRead More →

Westlake Village, California-based team to be integrated under the name of SageView NEWPORT BEACH, Calif., August 9, 2022 /PRNewswire/ — SageView Advisory Group (“SageView”), one of the nation’s leading independent AIR firms, today announced that it has completed the acquisition of Summit Financial Consultants and successfully transitioned its business toRead More →

In an environment of margin compression in traditional financial services profit centers, such as investment banking and pension plan recordkeeping, more and more financial services firms are viewing their heritage as potential drivers of future growth. “Wealth management is becoming increasingly important,” says Mike Wunderli, managing director at Echelon Partners.Read More →

Paul Benda has been named Vice Chairman of the Financial Services Sector Coordinating Council (FSSCC), succeeding Christopher F. Feeney who has held the position for seven years. The FSSCC was established in 2002 by financial institutions to work collaboratively with key government agencies while coordinating critical infrastructure and homeland securityRead More →

First loyalty guarantee is a Certificate of Deposit Brokerage Company that is competent in the field of placing deposits or facilitating the placement of third party deposits with FDIC insured depository institutions. Simplified for the layman, a traded CD is a certificate of deposit offered by a brokerage but issuedRead More →

The recent report entitled Global IoT market in banking and financial services published by Absolute Markets Insights is a focused study encompassing market segmentation primarily based on type and application. The report studies the key drivers driving the growth of the IoT in Banking and Financial Services market over theRead More →

Prospera Financial Services Inc reduced its stake in Catalyst Pharmaceuticals, Inc. (NASDAQ:CPRX – Get a rating) by 13.0% in the first quarter, Holdings reports. The institutional investor held 30,804 shares of the biopharmaceutical company after selling 4,586 shares during the quarter. Prospera Financial Services Inc’s holdings in Catalyst PharmaceuticalsRead More →

Governor Kathy Hochul today announced the release of the first quarterly update to the fiscal year 2023 enacted budget fiscal plan. changing economic outlook, an example of the Hochul administration’s continued fiscal discipline. “Like the rest of the country, New York State faces substantial headwinds with a changing national economy,Read More →

published by We have recently published a new report, titled Global Financial Services Consulting Market Research Report 2022. The report has been compiled using primary and secondary research methodologies, which offer accurate and precise understanding of the Financial Services Consulting market. Analysts have used a top-down and bottom-up approachRead More →

Country the United States of AmericaUS Virgin IslandsU.S. Minor Outlying IslandsCanadaMexico, United Mexican StatesBahamas, Commonwealth ofCuba, Republic ofDominican RepublicHaiti, Republic ofJamaicaAfghanistanAlbania, People’s Socialist Republic ofAlgeria, People’s Democratic Republic ofAmerican SamoaAndorra, Principality ofAngola, Republic ofAnguillaAntarctica (the territory south of 60 degrees S)Antigua and BarbudaArgentina, Argentine RepublicArmeniaArubaAustralia, Commonwealth ofAustria, Republic ofAzerbaijan, RepublicRead More →

First Business Financial Services, Inc. (the “Company”, the “Bank”, or “First Business Bank”) (Nasdaq: FBIZ) announced that its Board of Directors has declared a quarterly cash dividend on its common stock of $0.1975 per share, which equates to a dividend yield of 2.38% based on Thursday’s closing market price ofRead More →