financial group - FinTecBuzz

Huatai Securities Unveils FinTech Solutions at Dubai FinTech Summit

May 8, 20245 min

Huatai Securities Co., Ltd, a leading technology-driven financial group, has participated in the second edition of the Dubai FinTech Summit for the first time, hosted by the Dubai International Financial Centre (DIFC). As a significant and prominent financial institution representative from China, Huatai Securities showcased its cutting-edge technologies by highlighting its diverse business solution platforms and systems. The Dubai FinTech Summit serves as a global platform for innovation, bringing together the brightest minds, policymakers, and...

by PRNewswire

Investments

Fiori Financial Group Launches as Independent RIA

January 16, 20234 min

The Newly Formed RIA Selects Goldman Sachs Advisor Solutions as Custodian of Choice

by FTB News Desk

Insurance

Sammons Financial Group Announces New Chief Technology Officer

December 10, 20194 min

Information technology veteran brings over 25 years of experience to new role

by PRNewswire

Business Tools

Adam Antoniades Promoted to Chief Executive Officer of Cetera

December 4, 20194 min

Cetera Financial Group announced today that Adam Antoniades has been appointed the firm’s Chief Executive Officer, and a member of the Board of Directors. Adam has a long and accomplished history with Cetera, most recently serving as its President since 2014. In this role he has successfully united the organization and its community of financial professionals behind the firm’s strategy of advancing an Advice-Centric Experience. Fintech Tony Salewski, Managing Director, Genstar Capital and member of Cetera’s...

by PRNewswire

Asset Management

Sequoia Financial Group Recognized by Schwab Advisor Services with 2019 Best-in-Business IMPACT Award™

November 6, 201912 min

Sequoia Financial Group (Sequoia) was honored yesterday by Schwab Advisor Services with the 2019 Best-in-Business IMPACT Award™. Sequoia provides passionate, fee-based services to clients seeking comprehensive planning – with an eye for detail and a flair for the inventive. Sequoia’s ability to innovate across operations and grow while determined to provide exceptional client value earned it the Best-in-Business IMPACT Award™. Today, Sequoia has offices in Ohio, Michigan, and Florida and has doubled its AUM in...

by PRNewswire

Insurance

Symmetry Financial Group Names Todd Spivey as National Sales Director

October 11, 20194 min

The fastest-growing insurance marketing organization in the nation today announced the hire of National Sales Director Todd Spivey

by PRNewswire

Payments

CardX Secures $2M in Growth Capital with Pace Financial Group

August 27, 20193 min

CardX, a payment technology company, announced Monday that the company secured an additional $2,000,000.00 in growth financing through Pace Financial Group, bringing CardX’s total capital raised to date to $8.62M. Founded in 2013, CardX is led by Founder and CEO Jonathan Razi and COO Michael Tomko, both graduates of Harvard Law School. The company is a significant innovator in technology-enabled compliance for credit card surcharging. “The CardX team has built a great company with incredible potential for continued growth. They have an...