Financial adviser David W. Schamens charged with fraud
A financial adviser who was barred from the industry over allegations he embezzled clients’ money…
Browsing: financial services
Taylor Gray joins UBS as a Financial Advisor in White Plains, New York
WHITE PLAINS, NY–(BUSINESS WIRE)–UBS Wealth Management USA today announced that financial advisor Taylor Gray has…
Ontario’s messy effort to define “financial advisor” and “financial planner”
This article is from Citywire RIAthe sister site of, Citywire Canada. To learn more about…
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Financial planner offering advice to retirees on inflation
CHARLOTTESVILLE, Va. (WVIR) — Many retirees are cutting spending to ensure their savings last a…
Financial Advisor Asset Management & Advisory Services opens new location in Cape Coral
Lee County, Florida, Financial Advisor Asset Management & Advisory Services has commenced operations in a…
SMA Technologies Launches OpCon Cloud to Automate Financial Institution Operations and Eliminate Unnecessary IT Expenses
HOUSTON, February 8, 2022 /PRNewswire/ — SMA Technologies Inc., maker of OpCon workload automation and…
Is San Antonio FloatMe a Safer Alternative to Payday Loans?
FloatMe, a San Antonio tech startup that gives workers cash advances on their next paycheck,…
How to prepare to work with a financial planner
The hardest part of planning your financial future is knowing where to start.You’ve already taken…
New CEO takes over at fast-growing financial institution connectFirst Credit Union
Breadcrumb Links Local company Commercial real estate Publication date : February 06, 2022 • February…
Christiaan Wessels – Financial Advisor
Futurum Financial Group (Pty) Ltd (FFG) was established on October 1, 1998. FFG has handed…
Not Your Dad’s Financial Advisor — With Jessica Weaver
Jessica Weaver understands that money has an emotional appeal to many people, especially women. For…
Koho gets $210 million for an alternative to payday loans
Koho Financial, an online financial services provider, has raised $210 million in venture capital as…
During the quarantine, the number of long-term online direct lenders has increased
Microfinance market participants are seeing an increase in the share of microloans issued for a…
Tenet Appoints New Head of Financial Institution Relations and Credit Analyst for Cubeler Division | News
TORONTO, January 28, 2022 /PRNewswire/ – Tenet Fintech Group Inc. (CSE: PKK) (OTC PINK: PKKFF)…
Tenet Appoints New Head of Financial Institution Relations and Credit Analyst for Cubeler Division
TORONTO, January 28, 2022 /CNW/ – Tenet Fintech Group Inc. PKK PKKFF (“Tenet” or the…
How ‘payday loans’ help wolves manage their money
Wolves received £23m in loan secured against future installments from Diogo Jota’s sale to Liverpool,…
Meet the Islamic Financial Institution Educating Australians on Halal Finance
Melbourne, Australia, January 27, 2022 /PRNewswire/ — Muslim Australians have had limited access to Shariah-compliant…
Consumer watchdog aims to crack down on ‘junk fees’ from financial institutions
Jhe Consumer Financial Protection Bureau on Wednesday announced plans to crack down on hidden fees…
UNCLE Credit Union celebrates 65 years as a trusted financial institution and vital community resource
Enter Wall Street with StreetInsider Premium. Claim your one week free trial here. LIVERMORE, Calif.,…
EU’s first blockchain financial institution, BENKER, receives EMI license
BENKER will become the first licensed blockchain financial institution in the European Union after receiving…
Legendary Financial Advisor Predicts One-Third of Americans Will Buy Bitcoin in 2022
Legendary financial advisor and best-selling author Eric Edelman says about a third of Americans will…
MUFG Hires Kimberly Boulmetis to Lead U.S. Financial Institutions Coverage for Debt Capital Markets Group
Situated at New YorkMs. Boulmetis will take office in January and will report Richard Testa,…
Your financial planner wants to manage all of your retirement assets. Is it a good idea?
As you approach retirement, you hire a financial planner to help you manage your investments.…
financial advisor obtains CFP professional certification | News from local businesses
NEWTON – Matthew Cook, financial advisor to the Edward Jones financial services firm in Newton,…
New Mexico Credit Union Receives Nation’s First Financial Institution Certification for Cannabis and Hemp Banking Protocols
ALBUQUERQUE, New Mexico, December 14, 2021 / PRNewswire / – Today, New Mexico Attorney General…
Truliant is the first North Carolina-based financial institution to complete an all-digital, completely remote residential mortgage closing
WINSTON-SALEM, North Carolina, Dec. 10, 2021 (GLOBE NEWSWIRE) — North Carolina Secretary of State Elaine…
The Stock Exchange: Janet Loriot, Executive Vice President, The Financial Institution Group, SWBC
This coin originally appeared in the December 2021 issue of DS News magazine, online now.…
Payday loans are a problem. Can a public bank be part of the solution?
When the coronavirus first posed a threat to the health and finances of Americans, Tiffany…
Edward Jones Financial Advisor Tracy Regalia Receives Certified Asset Management (DM) Specialist designation | Newspaper
KEARNEYSVILLE – Financial Advisor Tracy Regalia of Edward Jones Financial Services Company in Kearneysville has…
Tinkoff becomes the first financial institution in Russia to join the Science Based Targets initiative
Tinkoff bECOMES the first from Russia financial institution to join the Science Based Targets initiative…
What is a Certified Financial Planner?
The Certified Financial Planner, or CFP, designation is often considered the gold standard for financial…
What is a Certified Financial Planner? | Financial advisers
The Certified Financial Planner, or CFP, designation is often considered the gold standard for financial…
IT News Online – EQ Works signs one-year geospatial data contract with a major Canadian financial institution
New contract opens door to more opportunities in Canada’s financial services industryTORONTO, ON / ACCESSWIRE…
EQ: Works signs one-year geospatial data contract with major Canadian financial institution
Toronto, ON (November 16, 2021)- EQ Inc. (TSXV: EQ) (“EQ Works†or “EQâ€), a leader…
EQ Works signs one-year geospatial data contract with a leading Canadian financial institution
New contract opens door to more opportunities in Canada’s financial services industryTORONTO, ON / ACCESSWIRE…
Opinion of financial institutions: is the scope of HMRC’s new power wider than suggested?
From June 2021, the HMRC has the power to issue “financial institution notices†(END) without…
How to become a financial advisor
If you are wondering what to do with a living, you might want to become…
Scott Bendure Joins Pinnacle as Financial Advisor and Area Director
Three more talented associates expand Shady Grove team 05 November 2021 Scott bendure joined Pinnacle…
FTC finalizes safeguard rule for financial institutions – finance and banking
United States: FTC finalizes safeguard rule for financial institutions 03 November 2021 WilmerHale To print…
ICC’s Randy Garcia named Nevada’s # 1 Financial Advisor for 8th consecutive year
Randy Garcia, Founder and CEO of Investment Counsel Company (ICC) LAS VEGAS (PRWEB) November 01,…
FTC finalizes safeguard rule for financial institutions | WilmerHale
On October 27, 2021, the Federal Trade Commission (FTC) announcement a recently updated rule under…
Black-run financial institution seeks to create access to capital
Plans for the first black-run community development financial institution in Indianapolis aim to fill a…
Tilney Smith & Williamson Appoints Aviva Financial Planner
Tilney Smith & Williamson has appointed Aviva’s Neil Thornton to their Exeter office as financial…
Financial Institution Credit Card Programs Gain a Competitive Advantage with Fiserv’s Fully Managed Option
BROOKFIELD, Wisconsin – (COMMERCIAL THREAD) -Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payment…
Brad Griffith, Financial Planner for Buckingham Advisors,
DAYTON, Ohio, October 19, 2021 (GLOBE NEWSWIRE) – Buckingham Advisors, a full-service financial services firm…
Brad Griffith, Financial Planner for Buckingham Advisors, Gets National Social Security … | Your money
DAYTON, Ohio, October 19, 2021 (GLOBE NEWSWIRE) – Buckingham Advisors, a full-service financial services firm…
225 of Kasasa’s financial institutions customers choose Socure’s industry-leading identity and fraud verification platform
AUSTIN, Texas and NEW YORK – (COMMERCIAL THREAD) -Kasasa®, an award-winning financial technology and marketing…
Influencers are the financial planner of Generation Z
SyncDAO, powered by perpetual vaults SyncDAO is launching a new platform for the next generation…
Edward Jones-Rockwall’s Kelly Connel obtains Certified Financial Planner certification – Blue Ribbon News
ROCKWALL, TX (October 4, 2021) Financial advisor Kelly D. Connel of the Edward Jones financial…
40% of consumers are likely to leave the main financial institution
SAN MATEO, Calif .– (COMMERCIAL THREAD) – Finalytics.ai brings unique digital experiences to community credit…
Robotic assistive devices receive order from regional financial institution
HENDERSON, Nevada– (BUSINESS WIRE) -$ AITX–Artificial intelligence technology solutions, Inc., (OTCPK: AITX), today announced that…
Anyone can say, “I’m a financial planner. Here’s how to dig deeper to say what it really means.
There is no shortage of people with awesome job titles who want to help you…
EA Buck Financial Services is an experienced financial advisor in Honolulu providing comprehensive financial planning services
Honolulu, HI – Usually, financial planning is a step-by-step process for achieving life goals. A…
Adds Financial Advisor Hiring Veteran Jason Catlender to Leadership Team
Integrated Partners, a registered national financial planning and investment advisory firm, has appointed a new…
BESS BUTLER BRUNSON Obtains Certified Financial Planner Certification | Bank and finance
September 16, 2021 – The Fiduciary Group, a double Financial Time The 300 List winner…
Financial advisor André Jean-Pierre launches Aces Advisors
A financial advisor aiming to use social media as a means to increase access to…
Zimbabwe to create one of Africa’s largest financial institutions
The GOVERNMENT, together with local and international bankers including buccaneer business tycoon Kudakwashe Tagwirei, is…
The financial planners market will develop a new growth story
Financial plannerAdvance Market Analytics has released a new research publication on “Global Financial Planner Market…
Kelly Connel of Edward Jones in Rockwall obtains Certified Financial Planner certification – Blue Ribbon News
ROCKWALL, TX (August 19, 2021) Financial advisor Kelly D. Connel of the Edward Jones financial…
Pasquini Joins Pennian Bank as Assistant Vice President, Financial Advisor | News, Sports, Jobs
Mifflintown – Eric Pasquini, CRPC, RICP, joins Pennian Bank as Assistant Vice President and Financial…
Payday Loans Dropped During Pandemic, But Californians ‘Not Out Of The Woods’
BY ERIKA PAZ, CalMatters Government pandemic aid may have helped some Californians avoid resorting to…
Financial Advisor Magazine rewards Magnus Financial Group in its 2021 survey and RIA ranking
NEW YORK, July 30, 2021 / PRNewswire / – Magnus Financial Group LLC (“Magnus”), a…
Consumer Reports: Alternatives to Payday Loans
Posted: Jul 27, 2021 / 3:14 PM EDT / Updated: Jul 27, 2021 / 5:31…
FSRA consults on proposed fees to protect financial planner and advisor titles in Ontario
TORONTO, July 22, 2021 / CNW / – The Financial Services Regulatory Authority of Ontario…
Guilty plea expected from Inland Empire financial planner
LOS ANGELES, CA – A former Inland Empire financial adviser with a history of violating…
Five Steps to Using Data to Become Your Customers’ Primary Financial Institution
By Laura Costello Theproliferation of fintech options for consumers poses significant challenges for traditional banks…
GTJAI Receives Bloomberg’s “Financial Institutions Awards” for 5 Consecutive Years
Intensify the capacities of cross-border financial services, seize important opportunities in the Grande Baie regionHONG…
Want to be a fiduciary financial planner?
What does it mean to be a fiduciary in the financial planning profession? This is…
Contact Financial Holdings Wins Global Economics Award as Fastest Growing Financial Institution
Contact Financial Holding, one of the leading non-bank financial services companies, received the “Fastest Growing…
M&T Bank joins LPL Financial Institutional Services
SAN DIEGO, June 24, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC today announced that the…
Syracuse Fire Department Employees FCU is the 1000th financial institution on Zelle
Syracuse Federal Credit Union Fire Department employees provide members with a fast, secure, and easy…
Matt Aaron, CERTIFIED FINANCIAL PLANNER (TM), Wealth Management Advisor, Founder and CEO of Lux Wealth Planning, shares 5 ways athletes can start making smart financial decisions today to help them maintain their wealth for tomorrow
WASHINGTON, DC / ACCESSWIRE / May 28, 2021 / Many professional athletes enter the industry…
2021 Cyber Security Report Provides Snapshot of Financial Institutions Industry
State of cybersecurity in 2021 in the financial institutions sector 46% of institutions estimated that…
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How to find an LGBTQ + friendly financial planner
If you are part of the LGBTQ + community, finding an LGBTQ + friendly financial…
Large Latin American financial institution moves 10,000 agents to NICE CXone
CXone Selected to Modernize Contact Centers with Extensive Native Digital Channel Options and Seamless Integration…
Financial advisor versus financial planner: what’s the difference? | Financial advisers
A rose by any other name can still be a rose, but is a financial…
Chinese regulators reiterate 2017 ban on financial institutions
The Chinese government has announced he was going to crack down on financial institutions who…
Is Your Financial Planner Acting In Your Best Interest?
The COVID-19 pandemic has created financial challenges for people across the world and has led…
Cynthia Mittlestaedt Achieves Certified Financial Planner Certification
GRAYSLAKE, IL, APRIL 26, 2021 – We are proud to announce that Cindy Mittlestaedt, Financial…
Best Financial Planner: Daylan Gwosdz | Best of the best
After working with Edward Jones as a financial advisor for a decade, community members in…
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Definition of financial institution (FI)
What is a financial institution (FI)? A financial institution (FI) is a company whose business…
KFH wins “World’s Best Islamic Financial Institution 2021” award
KFH-Takaful won the award for the best Islamic takaful in the worldThe awards recognize KFH’s…
FDIC Encourages Participation in Financial Institution Diversity Self-Assessment | Ballard Spahr srl
On March 15, 2021, the FDIC Office for Minority and Women’s Inclusion (OMWI) released a…
ARGO Accumulator Strengthens Relationships Between Financial Institutions and Customers Through Digital Personal Financial Planning
RICHARDSON, Texas – (COMMERCIAL THREAD) – ARGO, the leading provider of high value technology and…
What You Need To Know About Working As A Freelance Financial Planner Financial advisers
A few years ago, financial planner Alex Hopkin looked for a flexible part-time position with…
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Community Development Financial Institution (CDFI)
What is a community development financial institution (CDFI)? Community Development Financial Institutions (CDFIs) are private…
FTC Settles Claims Of Financial Institution For Failure To Oversee Data Security Practices Of Its Provider | Jackson Lewis PC
It is essential to assess the privacy and cybersecurity practices of third-party service providers not…
Financial Advisor Chris Stone Receives CERTIFIED FINANCIAL PLANNER (TM) Certification
Edward Jones press releaseFinancial advisor Chris Stone of the Edward Jones financial services firm in…
Edward Jones Financial Advisor Trevor Gottula Receives CERTIFIED FINANCIAL PLANNER(TM) Certification – KIWARadio.com
Sheldon, Iowa— Financial advisor Trevor Gottula of the financial services firm Edward Jones in Sheldon…
Establish a financial institution in Malta – Finance and banking
Region / Country Asia Pacific Europe European Union Latin America United States Worldwide Canada France…
Find a financial planner you trust
The coronavirus pandemic has sparked increased demand for toilet paper, Clorox wipes, at-home hair coloring…
A financial planner is important now | The smart investor
On a cold day in Chicago in December 1969, 13 people gathered to discuss a…
Preparing financial institutions for coronavirus disease 2019 (COVID-19) | Nelson Mullins Riley & Scarborough LLP
Coronavirus disease 2019 (COVID-19) is the new disease currently disrupting travel and businesses across the…
Building an AI-powered financial institution
Subscribe to The Financial Brand FREE by email!For most organizations, the discussion of the benefits…
Business Risk Partners extends its facility for financial institutions
WINDSOR, Connecticut – (COMMERCIAL THREAD) -Enterprise risk partners (BRP) today announced its expansion into the…
BKD acquires financial institutions firm from Harper & Pearson
BKD CPAs & Advisors acquired the Financial Institutions practice of Houston-based Harper & Pearson Company,…
Canada’s oldest financial institution in Sikh community appoints new CEO
Dalbir Singh Mehta becomes director of the Khalsa Credit Union! Dalbir Singh Mehta started his…
Banks make a financial statement
A group of banks have launched a super PAC to focus on major congressional races.…
Elan Financial Services acquires $ 700 million in credit card portfolios from financial institutions
MINNEAPOLIS – (COMMERCIAL THREAD) – Elan Financial Services, a unit of US Bancorp (NYSE: USB),…