Financial Services - FinTecBuzz

Ant Group Unveils AI Financial Manager at INCLUSION Conference

BusinessWireSeptember 6, 20244 min

Ant Group unveiled its AI financial manager, Maxiaocai, at the 2024 INCLUSION·Conference on the Bund in Shanghai. The AI personal financial manager can be accessed via the Alipay app and the Ant Fortune app. The launch of Maxiaocai follows the introduction of the company’s AI life assistant, Zhixiaobao, and AI Healthcare Manager at the event, highlighting Ant Group’s latest progress in applying AI technology in consumer-facing use cases. Maxiaocai leverages Ant Group’s self-developed foundation model...

Investments

BGL Welcomes Seth Rosenfield as a Managing Director within Services

PRNewswireSeptember 2, 20244 min

Seth will co-lead the firm's new Technology & Information Services sector

Insurance

MeridianLink Appoints Elias Olmeta as Chief Financial Officer

BusinessWireAugust 29, 20245 min

Experienced financial services executive joins the Company to drive the next phase of growth and profitability

Risk Management

Chatham Financial Enhances Client Relationships with Charlotte Office

BusinessWireAugust 21, 20244 min

Situated in Charlotte’s vibrant financial center, the new location aligns with Chatham’s mission to accelerate innovative solutions and deliver world-class capital markets services

Investments

4Point Wealth Management Joins LPL Strategic Wealth Services

GlobeNewswireAugust 20, 20246 min

LPL Financial LLC announced that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with...

Insurance

Boyd Insurance Services Selects EZLynx to Drive Next Stage of Growth

GlobeNewswireAugust 13, 20244 min

Independent agency leverages all-in-one management system to boost agency efficiency and scale the business

Investments

LPL Financial Kicks Off Focus 2024

GlobeNewswireAugust 12, 20246 min

Almost 9,000 attendees convene in San Diego for LPL’s flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses

Payments

One Inc Names Michael Ellis as Chief Financial Officer

BusinessWireAugust 9, 20245 min

Industry Veteran Strengthens Leadership Team to Drive Growth & Scale

Platforms

BestEx Research Appoints Beatrice Derian as Chief Financial Officer

PRNewswireAugust 8, 20245 min

BestEx Research Group LLC, a provider of high-performance algorithmic execution and measurement solutions for equities, futures, and foreign exchange trading, announced the appointment of Beatrice Derian as Chief Financial Officer. Derian brings a wealth of experience to BestEx Research and is set to play a crucial role in driving the company’s growth and financial strategy. Hitesh Mittal, Founder and CEO of BestEx Research, says, “Beatrice’s experience in growing businesses and supporting their expansion further strengthens our...

Interview

FinTech Interview with Arthur Mueller, Vice President of Financial Crime at WorkFusion

FTB News DeskAugust 6, 202427 min

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