comparemela.com

Latest Breaking News On - Totum risk - Page 1 : comparemela.com

A Q&A with Vinay Nair, Founder of TIFIN

Our tech columnist asks about TIFIN Wealth for free and other questions about where the industry-norm-defying entity is headed?

Davis janowskiVinay nairNational association of personal financial advisorsFranklin templetonFinancial planning associationFranklin resourcesNational associationPersonal financial advisorsMarketing automationTotum riskHamilton laneParalel technologiesAsset management

TIFIN Closes $109M Series D Round | Wealth Management

Franklin Templeton and Motive Partners join the latest round for TIFIN, which will fuel additional growth at the wealthtech startup incubator.

United statesCathie woodJenny johnsonDavid pottruckRob heyvaertFranklin resourcesAdvisorengine incTifin groupFranklin templetonTotum riskEqualis capitalMotive partnersHamilton laneAsset managementFinancial answersArk investment

Presults, a Leading Provider of Archiving and Compliance Solutions for Financial Advisors Names Larry Shumbres as Chief Executive Officer

/PRNewswire/ Presults, a leading provider of archiving and compliance solutions for financial advisors, today announced the addition of industry veteran,.

New yorkUnited statesPrnewswire presultsLarry shumbresSol hershIndustry fintech executive shumbresWealth techTotum risk

Presults, a Leading Provider of Archiving and Compliance Solutions for Financial Advisors Names Larry Shumbres as Chief Executive Officer

/PRNewswire/ Presults, a leading provider of archiving and compliance solutions for financial advisors, today announced the addition of industry veteran,.

New yorkUnited statesPrnewswire presultsLarry shumbresSol hershIndustry fintech executive shumbresWealth techTotum riskComputer amp electronicsBanking amp financial servicesFinancial technologyMutual fundsPersonnel announcements

The latest in financial #AdviserTech — December 2021

The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth.

United statesOrion adviserservicesOrion brinkerVestwell sumdayFinancial advisertech solutionsTifin groupJp morganFranklin templetonTifin technology in finance groupHalo investingSimon marketsBasiscode complianceHelios estate planningTax evaluatorFinancial advisertech solutions mapInvestment management

vimarsana © 2020. All Rights Reserved.