Alexandra Zendrian

Financial Services News You Might Have Missed

Business EN ↓ 60 episodes

A collection of the week's financial services and fintech news that didn't get enough time in the spotlight.

Author

Alexandra Zendrian

Episodes

Elm Wealth, Diligent, Corporate Board Member, FTI Consulting, CFP Board & Experian 14.02.2025 25:48

The news from the week of February 13, 2025 featured: Elm Wealth Launches Dynamic Index Investing ETF With Industry-Leading Low Fee 76% of U.S. Corporate Directors Cite Growth as a Top Priority This Year, Outpacing Efficiencies and Cost-Cutting Study: Americans Working with CFP Professionals Enjoy Greater Financial Well-Being Experian: Financial Strain Leads to Breakups for More Than a Quarter of...

interVal, Auquan, Take Charge America, FinQuery & Future Capital with Axos Clearing 07.02.2025 12:30

The news from the week of February 7, 2025 featured: interVal upgrades its business reports Auquan's Sustainability Agent Take Charge America offers free housing counseling and mortgage assistance services for California residents FinQuery launches free CPE hub for accounting and finance professionals Future Capital integrates with Axos Clearing

Archive Intel, Arteria AI, OneVest & The Helper Bees 31.01.2025 12:13

This week's news features Archive Intel's latest capital raise, Arteria AI's new research arm and OneVest and The Helper Bees' latest capital raise.

AcquireUp, Wealthtender, Principal Financial Group & Fundraise Up 23.01.2025 14:11

This week's episode features AcquireUp's new Express Digital offering, Wealthtender's new Testimonial Marketing Studio, Principal Financial Group's latest survey and Fundraise Up's capital raise.

Grant Thornton, Morningstar, CFP Board & iCapital 17.01.2025 18:46

This week's episode features news from Grant Thornton and its survey of technology chief financial officers, Morningstar's new direct advisory suite, the CFP Board's largest recruiting year and iCapital's acquisition of Parallel Markets.

512Financial, Citizens, Bitwise, Vettafi, & Anonybit 10.01.2025 21:24

This week's episode features news from 512Financial, Citizens, Bitwise & Vettafi's latest survey and Fingerprint Cards & Anonybit.

J.P. Morgan Wealth Management, Allianz Life, Future Capital & AstroPay 20.12.2024 21:13

This week's episode features news from J.P. Morgan Wealth Management, Allianz Life, Future Capital and AstroPay.

SIGNiX, Interactive Brokers, Yooz & Smarsh with Brandon Galici 13.12.2024 14:19

This week we're joined by Brandon Galici of Galici Financial to give his take on my top financial services and fintech news picks from SIGNiX, Interactive Brokers, Yooz, and Smarsh.

PensionBee, Nitrogen, Uptiq.AI & Smarsh 06.12.2024 3:05

The first week of December 2024 brought news from PensionBee's new app, Nitrogen's Nitrogen for Asset Managers, Upqti. AI's acquisition of UpSWOT and Smarsh's archiving compliance capabilities.

Starting with SIGNiX, Future Capital, Archive Intel and Nepsis 06.12.2024 3:22

The podcast debuts with its host, Allie Zendrian, explaining the purpose of the podcast and its first bits of news from Future Capital, SIGNiX, Archive Intel and Nepsis.