Mission Wealth Announces Merger with JLFranklin Wealth Planning

Mission Wealth Management, LP announced a merger with JLFranklin Wealth Planning, a premier financial advisory firm founded by Joyce L. Franklin with over $235 million in assets under management. This merger marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area. Mission Wealth is thrilled to add Joyce as the firm’s 39th equity partner, welcoming her extensive experience and passion for client service. JLFranklin Wealth Planning was founded in 1999...

Primestone Partners Appoints Jon Beyman to Technology Advisory Board

Primestone Partners, a New York-based management company focused on strategic technology investments, announced the appointment of Jon Beyman to its Technology Advisory Board. Beyman is an independent senior advisor with more than 40 years of experience in financial services, technology, and operations. Beyman has held senior leadership positions at several prominent bulge-bracket banks, including Citibank, Credit Suisse, and Lehman Brothers. At Citibank, he served as the Global Head of Operations and Technology for the Institutional Client Group....

Majesco Repeats as a Top 100 InsurTech Innovator in 2024

Majesco, a global leader of cloud intelligent insurance solutions for insurance business transformation, is thrilled to announce its recognition as one of the top 100 innovative InsurTech companies for 2024. This prestigious accolade, awarded by FinTech Global, highlights the most forward-thinking solution providers that are driving transformation in the insurance industry. Selected by a panel of seasoned industry experts and analysts, this recognition serves as a vital resource for insurance leaders navigating their digital transformation...

Gainbridge® and RetireOne® to Offer Innovative Annuity Products to RIAs

Gainbridge®, through its Group 1001 affiliate, announced a partnership with RetireOne, the leading independent platform in the annuity marketplace for registered investment advisors (RIAs). RetireOne, an outsourced insurance desk, provides RIAs and their customers valuable solutions that are simple to use, easy to understand, and delivered with outstanding service. RIAs now have platform access to two of Gainbridge®’s high-yield multi-year guaranteed annuity (MYGA) products – FastBreak™1 and SteadyPace™2,3. With this partnership, RetireOne is the first outsourced...

CUWG Launches Managed Direct Bond Investments for Member Portfolios

Credit Union Wealth Group (CUWG), a leading provider of digital wealth management programs for credit unions, announces the expansion of its fixed income capabilities, providing members with access to managed direct bond strategies. Members can access Treasury, TIPS, Agency, Municipal and Corporate managed bond and ladder investments as part of their portfolio. Members are interested in direct bond investments, but complexity and high minimums have often made strategies inaccessible. Through the CUWG wealth management program,...

newOriginal-white-FinTech1-1

We are one of the world’s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it fintech live news, finance press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the aptest trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way. We adopt a 360-degree approach in order to cater to present a holistic picture of the fintech arena.

Our Publications



FintecBuzz, 2024 © All Rights Reserved