Search Results for: investment planning

Market Demand Increases for Financial Planning That Goes Beyond Just Money
Finance Fintech News

Market Demand Increases for Financial Planning That Goes Beyond Just Money

Fintech News Desk
by Fintech News Desk0
Equitable announces unique partnership with Columbia University that teaches advisors to connect clients’ life goals and dreams to long-term financial planning Equitable, a leading financial services company and subsidiary of Equitable Holdings, has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific......
RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Kristal.AI Acquires a Global Investment Platform, Globalise to Enhance the Retail Offering for Its Partners
Investment Services News

Kristal.AI Acquires a Global Investment Platform, Globalise to Enhance the Retail Offering for Its Partners

Fintech News Desk
by Fintech News Desk0
Strategic acquisition of Globalise will enable partners to service retail investors to invest in global products via fractional investments Kristal.AI, a digital-first global private wealth management platform, acquired global investment platform, Globalise which delivers access to US stocks, ETFs, and ETF baskets for Indian investors. Together they complement each other with Kristal.AI being strong in institutional......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
New Study Reveals the Top 10 Technology Investments Online Merchants
E-commerce Investment Services News

New Study Reveals the Top 10 Technology Investments Online Merchants in US are Banking on for 2022

Fintech News Desk
by Fintech News Desk0
Social media marketing (32%), e-commerce software (31%), email marketing  (29%), retail operations (26%) and online payments (24%) score highly  In-depth research conducted with the leaders of 500 of the nation’s most influential retailers has revealed what technologies will be at the forefront of retail strategies for the year ahead. The......
Innovative Tax Relief Expands Its Offerings to Tax Planning and Encourages Businesses to Consider a Tax Planning Strategy
Business Fintech News

Innovative Tax Relief Expands Its Offerings to Tax Planning and Encourages Businesses to Consider a Tax Planning Strategy

Fintech News Desk
by Fintech News Desk0
Tax planning is important for every small business owner who wants to maximize their profit. With the new tax changes, the team at Innovative Tax Relief shares the benefits of planning to stay up to date with the new tax regulations Innovative Tax Relief LLC provides tax resolution and IRS......
Mogo Announces Formation of Mogo Ventures to Manage Its $124 Million Investment Portfolio
Fintech Investment Services News

Mogo Announces Formation of Mogo Ventures to Manage Its $124 Million Investment Portfolio

Fintech News Desk
by Fintech News Desk0
Mogo Inc., one of Canada’s leading financial technology companies, announced the formation of Mogo Ventures to manage its existing investments in strategic partners and companies that support Mogo’s ecosystem, including: “As we continue to build out Canada’s leading financial technology and payments platform, we will continue to look for ways......
LenDenClub
Lending News

Rise in Investments by Millennial Women in P2P Lending by 430%: LenDenClub Study

Fintech News Desk
by Fintech News Desk0
Mumbai, India’s financial city, ranked top, followed by Hyderabad, the city of Nizams, in terms of the highest number of women borrowing from P2P lending platforms as per the data. LenDenClub, the country’s leading Peer-to-Peer (P2P) Lending platform, released the report of women investors and borrowers on the P2P lending platform.......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
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