Financial Strategies

Checkpoint Capital appoints President & Head of Financial Strategies

BusinessWireAugust 9, 20226 min

Checkpoint Capital, LLC, a FinTech capital markets specialist firm supporting depository institutions, has named John C. “Jack” Stimac, Jr. as President and Head of Financial Strategies, effective immediately. Working alongside Checkpoint Capital Founder and Chairman Jon Virostek and CEO Billy Weber, Jack will focus on the expansion and implementation of the firm’s premier fixed income price transparency model at community banks across the U.S. He joins the firm with an extensive background in financial services of...

Investments

Angel Oak Financial Strategies Income Term Trust Declares January 2020 Distribution

BusinessWireJanuary 3, 20202 min

Angel Oak Financial Strategies Income Term Trust (the “Fund”), a closed-end fund traded on the New York Stock Exchange under the symbol FINS, today declared a distribution of $0.1097 per share for the month of January 2020. The record date for the distribution is January 17, 2020, and the payable date is January 31, 2020. The Fund will trade ex-distribution on January 16, 2020. The Fund seeks to pay a distribution at a rate that...

In-House Features

Investing for Women – Strategies for Building Wealth and Achieving Financial Goals

FTB News DeskMarch 7, 202313 min

Learn to be financially savvy this International Women’s Day! Use these 5 strategies to build wealth and achieve your financial goals.

In-House Features

Revolutionizing Financial Operations: AR/AP Automation & E-Invoicing

FTB News DeskSeptember 5, 202413 min

Transform your financial workflow with AR/AP automation & e-invoicing. Discover efficiency and accuracy like never before!

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

Insurance

Optifino Inks Deal with Ryan to Unlock New Tax-Optimization Strategies

GlobeNewswireAugust 16, 20244 min

Partnership to provide financial planning and life insurance expertise

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

Investments

Priority Financial Group Achieves Significant Milestones

BusinessWireJuly 22, 20244 min

Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services. In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a testament to the trust and confidence their clients place in the financial expertise of their dedicated team of advisors. This significant achievement underscores PFG’s dedication to providing exceptional service and...

Investments

LPL Financial Welcomes Stable Wealth

GlobeNewswireJuly 22, 20244 min

LPL Financial LLC announced that financial advisor Alex Williams, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, Stable Wealth. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based in Olympia, Wash., Williams is a 25-year veteran of the financial services industry and past regional leader who enjoys putting the investment strategies and comprehensive financial plans in place...

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