Tagged: financial advisor

September 22, 2022 @ 9:13 pm By Omar Faridi  |  

ACA Group, the governance, risk, and compliance (GRC) advisor in financial services, announced that it has acquired Ethos ESG, a provider of environmental, social, and governance (ESG) ratings data and software “for financial advisors, asset managers, institutions, and investors.” This acquisition “marks ACA’s first analytics… Read More

September 5, 2022 @ 11:47 pm By Omar Faridi  |  

Digital financial advisor Selma Finance has reportedly extended its Series A round with an additional CHF 7 million. This investment has been led by TX Ventures, the venture capital division  of Swiss media firm TX Group, bringing its Series A fundraise to a total of… Read More

August 3, 2021 @ 8:22 am By Omar Faridi  |  

Molo Finance reveals that it has formed an intermediary partnership with Tenet Group, which is one of the largest financial advisor support groups in the United Kingdom. This partnership will see Tenet provide Molo’s products to its advisers and client base, increasing their reach in… Read More

April 10, 2021 @ 1:17 pm By Omar Faridi  |  

Betterment, the largest independent online financial advisor, recently launched an FDIC-insured Joint Checking account with several new features designed to help you and your partner “make the most of your money.” As mentioned in a note shared with CI, Betterment’s Joint Checking account is “for… Read More

December 9, 2020 @ 9:08 am By Samantha Hurst  |  

Betterment, the largest independent online financial advisor, announced on Tuesday it has appointed Sarah Kirshbaum as its new CEO. Levy will notably be replacing Betterment’s founder, Jon Stein.  According to Betterment, Levy previously served as Viacom Media Networks’ Chief Operating Officer and has been an… Read More

October 4, 2020 @ 5:01 pm By Omar Faridi  |  

Michael Gerber, CEO of 360F, a Fintech firm that offers automated financial advice, has been focused on expanding the company’s operations into the MENA region. Gerber previously worked as the Managing Partner and CEO of a globally active management consultancy company. His professional career began… Read More