AdvisorVault Partners With Compliant Workspace to Help FINRA Firms Achieve 17a-4 Compliance on Microsoft 365

March 16, 2023 9:06 PM

AdvisorVault's expertise in 17a-4 data archiving has joined forces with Compliant Workspace's consolidated 365 Service® to provide FINRA firms with a fully compliant and secure solution for migrating onto Microsoft 365.ST. PETERSBURG, FL / ACCESSWIRE / March 16, 2023 / AdvisorVault, the experts in 17a-4 data archiving, partners with Compliant Workspace to help FINRA firms get on Microsoft 365. 17a-4 broker-dealer compliance 17a-4 broker...

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4 Questions Spouses Should Ask Each Other Before Retirement

March 16, 2023 8:30 PM

MILWAUKEE, WI / ACCESSWIRE / March 16, 2023 / Retirement is a great stage of life for any couple, with the time to rest, relax, and spend their days exploring new activities and adventures. Some couples choose to spend their retirement traveling, while others take up new hobbies, pick up part-time jobs, or spend more time with family and friends. Whatever style of retirement is involved, planning ahead often helps spouses to be more deliberate...

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Hausman Advisors to Join Focus Partner Firm Buckingham Strategic Wealth, Broadening Buckingham’s Presence in the Pacific Northwest

March 16, 2023 6:05 PM

NEW YORK, NY / ACCESSWIRE / March 16, 2023 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Hausman Advisors, LLC ("Hausman"), a registered investment adviser based in Hood River, OR, will join Focus partner firm Buckingham Strategic Wealth, LLC ("Buckingham" or "Buckingham Strategic...

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The Shocking Number of Gen Z'ers That Don't Know Their Credit Score

March 16, 2023 6:00 PM

NEW YORK, NY / ACCESSWIRE / March 16, 2023 / Credello: A recent survey by credit.com found that 42% of Gen Z-ers don't know their credit scores. Does this mean a major problem for them when it comes time to borrow money, or does it signify a shift in how future generations think about credit?Why doesn't Gen Z care about their credit scores?Generation Z is the newest generation to enter the workforce and is taking a new perspective on how it...

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The Biggest Hidden Costs of Divorce in 2023

March 16, 2023 4:00 PM

NEW YORK, NY / ACCESSWIRE / March 16, 2023 / Credello: Nobody gets into a marriage thinking they'll divorce one day. If they do, it probably means they reached an impasse with their partner. One or both individuals feel they're better off going their separate ways.If you're considering getting divorced this year, you're probably thinking about how that might change your finances. You may feel like your divorce and credit score plummeting might...

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Join the 2023 Global Inclusive Growth Summit Livestream

March 16, 2023 3:45 PM

NORTHAMPTON, MA / ACCESSWIRE / March 16, 2023 / The Mastercard Center for Inclusive Growth The Mastercard Center for Inclusive GrowthJoin the Mastercard Center for Inclusive Growth, The Aspen Institute and a dynamic group of U.S. and global leaders on April 13 for the 2023 Global Inclusive Growth Summit. Alongside the World Bank Group-IMF Spring Meetings in Washington, D.C., the full-day Summit will assemble a dynamic group of U.S. and global...

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Derrick J. Smith Named VP of Sales for FreedomPath

March 16, 2023 3:15 PM

MONTGOMERY, AL / ACCESSWIRE / March 16, 2023 / FreedomPath is pleased to announce the appointment of Derrick J. Smith as its new Vice President of Sales. Derrick brings to FreedomPath over a decade of experience as a national sales and training leader in the Financial Services and Direct Selling industries. Previously, Derrick served as Vice President and Corporate Trainer for a leading financial services and direct sales organization, where he...

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Millennials Are Using Credit Cards for Their Emergency Funds, Which is Not Great

March 16, 2023 2:00 PM

NEW YORK, NY / ACCESSWIRE / March 16, 2023 / Credello: Millennials are the generation of individuals born between 1981 and 1996. They're adults now, and they're asking critical questions about their finances.Some might ask will a personal loan help build credit, while others are curious about the different ways they might invest their disposable income. More than ever, though, Millennials are trying to figure out the best ways to set aside money...

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WaterEquity Selected as 2023 IA 50 Impact Investment Fund Manager

March 16, 2023 12:15 PM

IA 50 recognizes asset manager WaterEquity for the fifth consecutive year as one of 50 leading impact investment managersKANSAS CITY, MO / ACCESSWIRE / March 16, 2023 / WaterEquity is delighted to be selected for the prestigious ImpactAssets 50 (IA 50) list for the fifth consecutive year (2019-2023). The ImpactAssets 50 recognizes a diverse group of impact fund managers with an established track record of delivering measurable social and...

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Fat Projects Acquisition Corp. Confirms Funding to Extend Period to Consummate Initial Business Combination to April 15, 2023

March 16, 2023 10:15 AM

Filed by Fat Projects Acquisition Corp pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to Rule 14a-12 under the Securities Exchange Act of 1934Subject Company: Fat Projects Acquisition CorpSEC File No.: 001-40755SINGAPORE / ACCESSWIRE / March 16, 2023 / Fat Projects Acquisition Corp (NASDAQ:FATPU)(NASDAQ:FATP)(NASDAQ:FATPW) ("FATP"), a special purpose acquisition company, announced today the deposit on March 15,...

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Gene Todd Recognized by Wealth Solutions Report As Among the Top Black Industry Leaders of 2023

March 16, 2023 10:10 AM

NORTHAMPTON, MA / ACCESSWIRE / March 16, 2023 / Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Gene Todd, executive vice president and head of regional markets, has received the Pathfinder Award for Black Business Development Executive of the Year by Wealth Solutions Report. Mr. Todd was honored by the publication's editorial team as one of the "Top Black Industry...

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Angel City Partnership Takes Flight

March 16, 2023 9:50 AM

NORTHAMPTON, MA / ACCESSWIRE / March 16, 2023 / The PNC Financial Services GroupPNC | InsightsAs soccer reigns as the top women's sport globally, U.S. interest continues to grow. The fervor over the sport along with PNC's commitment to closing the economic gender gap has played a significant role in the Greater Los Angeles market's designation as The Official Women's Business Champion for the Angel City Football Club. 1The majority women-owned...

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MetaQuotes Introduces 8 Color Templates for MetaTrader 5 Web Terminal

March 16, 2023 9:45 AM

LIMASSOL, CYPRUS / ACCESSWIRE / March 16, 2023 / MetaQuotes, the company behind the world's most popular trading platform, MetaTrader 5, has announced the addition of a range of new color templates for its web terminal. Previously, the company has repeatedly received proposals to introduce new color schemes from traders and brokerage companies. New templates incorporate traditional color combinations and night mode, offering users a total of...

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For 17th time, Aflac named a World's Most Ethical Company by Ethisphere

March 16, 2023 9:15 AM

Originally published on Aflac NewsroomCOLUMBUS, GA / ACCESSWIRE / March 16, 2023 / Aflac Incorporated, a leading provider of supplemental health insurance in the U.S., is once again recognized by Ethisphere, a global leader in defining and advancing the standards of ethical business practices, as one of the World's Most Ethical Companies. This is the 17th consecutive year that Aflac has appeared on this prestigious list, making it the only...

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KeyBank Partners With Resilia To Support Black, Hispanic, Indigenous, & People of Color Led Non-Profits

March 16, 2023 9:15 AM

NORTHAMPTON, MA / ACCESSWIRE / March 16, 2023 / KeyBankA strong, longstanding commitment to diversity, equity and inclusion is central to KeyBank's culture and purpose of helping the communities it serves thrive. Now, KeyBank is expanding and growing its efforts even further outside of its organization across the country.​Recently, KeyBank launched a partnership with Resilia, a social enterprise that supports nonprofits to empower and support...

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Uplinq Co-Founder to Present at Fintech Meetup

March 16, 2023 9:15 AM

Patrick Reily to speak at the ‘B2B Payments & Finance' sessionTORONTO, ON / ACCESSWIRE / March 16, 2023 / Uplinq Financial Technologies, the first global credit assessment and scoring platform for SMB lenders, today announced that Co-founder Patrick Reily will present at Fintech Meetup during the ‘B2B Payments & Finance' session on Monday, March 20, at 8:30 a.m. PST. CEO Ron Benegbi also will participate in the Las Vegas...

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ForwardAI Announces the Release of Precise API V2

March 16, 2023 9:00 AM

Update offers a faster and more robust solution for small business lendersNEW YORK, NY / ACCESSWIRE / March 16, 2023 / ForwardAI, a fintech providing aggregated access to accounting and business data and analysis, announces the release of Precise API V2, the update to its streamlined API solution that connects and aggregates accounting data. The Precise API V2 provides financial institutions, fintechs, and lenders with access to improved...

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Openly Recognized in Forbes' America’s Best Startup Employers 2023

March 16, 2023 9:00 AM

Premium Homeowners Insurance Provider Recognized for its Growth, Employee Reputation and SatisfactionBOSTON, MA / ACCESSWIRE / March 16, 2023 / Openly, the premium homeowners insurance provider, was named one of Forbes' 2023 America's Best Startup Employers. The Company ranked number 320 on the list for its continued growth and exceptional employee satisfaction.Since its founding in 2017, Openly has grown monumentally, raising more than $137M in...

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Orlando Credit Union Hires David Duncan as New VP of Member Experience

March 16, 2023 8:00 AM

ORLANDO, FL / ACCESSWIRE / March 16, 2023 / Orlando Credit Union takes a laser focus approach to its members and membership value with David Duncan, the new VP of Membership Experience. "We're usually on the go here," states Duncan. "We have a small but mighty Marketing/PR/ and Communications Team and I'm the luckiest guy in the world, having a wonderful experience leading our group to speak to and for our members in a meaningful way," added...

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7 Benefits That Add Value for Employees

March 16, 2023 8:00 AM

MILWAUKEE, WI / ACCESSWIRE / March 16, 2023 / Northwestern Mutual: When an individual decides whether or not to accept a job offer, they often consider more than just the base salary-they also consider the value of the entire compensation package, which may include additional benefits such as health insurance, life insurance, flexible time off, and employee discount programs. Offering great benefits can reduce employee turnover, help employees...

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