Search Results for: financial planning

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Banking News

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

Fintech News Desk
by Fintech News Desk0
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients InvestCloud, the global leader in digital transformation for the financial industry, announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients. Latest......
JetBlue Names Melinda Maher Vice President, Financial Planning & Analysis and Structural Cost
Finance News

JetBlue Names Melinda Maher Vice President, Financial Planning & Analysis and Structural Cost

Fintech News Desk
by Fintech News Desk0
JetBlue announced the appointment of Melinda Maher as the airline’s new vice president, financial planning & analysis and structural cost. She will report to Ursula Hurley, JetBlue’s chief financial officer. Latest Fintech News: Nickel Digital Arbitrage Fund Cuts Crypto Volatility by More Than 20X Maher comes to JetBlue from Amazon,......
CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice
Finance News

CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named psychologist and financial educator Matt Goren, Ph.D., CFP® as its Director of Knowledge for Practice, effective June 27. In this role, Goren will lead the development, curation and dissemination of financial planning knowledge to strengthen the academic foundations for......
CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review
Finance News

CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the Center’s financial planning academic journal, Financial Planning Review. Horan will be responsible for the strategic direction of the journal, including scope of research published, editorial board selection and......
Best in Loudoun County Financial Planning Firm, Abich Financial, Launches Rebrand and Website to Better Serve Community
Finance News

Best in Loudoun County Financial Planning Firm, Abich Financial, Launches Rebrand and Website to Better Serve Community

Fintech News Desk
by Fintech News Desk0
Abich Financial Services, Inc., announced the launch of their new website and updated company brand. This milestone is an exciting move for the award-winning, Best in Loudoun County financial planning firm in its mission to help better prepare their clients for a successful and long-lasting retirement. Abich Financial Services Inc. seeks to empower their......
Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
Finance News

Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services. “We are very pleased to partner with Sterling to deliver......
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......
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......
FinancialForce Introduces All-on-One Platform Financial Planning & Analysis Solution
Finance News

FinancialForce Introduces All-on-One Platform Financial Planning & Analysis Solution

Fintech News Desk
by Fintech News Desk0
FinancialForce Planning empowers teams to run a connected business FinancialForce, the leading provider of customer-centric business applications across finance, services, and customer success teams, announced the release of FinancialForce Planning, an all-on-one platform financial planning & analysis solution that empowers teams to run a digital business and become valuable partners......
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
Finance News

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality

Fintech News Desk
by Fintech News Desk0
Fintech platform celebrates 40th anniversary on top of continued growth of platform Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announces the celebration of 40 years of growth and success in the financial planning sector, along with new one-page summary functionality within......
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