Search Results for: wealth planning

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
UNest Partners with Zogo Finance to Help Families Jumpstart Their Financial lives
Fintech News

UNest and Wealth Announce Strategic Partnership to Market Financial and Estate Planning Tools

Fintech News Desk
by Fintech News Desk0
Partnership brings together two category leaders that share a focus on helping families and individuals address the financial requirements of key life stages  UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, announced that they have partnered with Wealth, an......
Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology
Finance Investment Services News

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

Fintech News Desk
by Fintech News Desk0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor......
InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients
Finance News

InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients

Fintech News Desk
by Fintech News Desk0
NaviPlan by InvestCloud enhancements provide increased financial planning coverage across the wealth spectrum – addressing the most complex needs of HNW individuals with added user journeys and AI-driven personalization InvestCloud, the global leader in digital transformation for the financial industry, announces 80 new features to its digital planning tool NaviPlan,......
CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
Finance News

CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession. Latest Fintech News: C2FO and Vic.ai Partner......
1