Search Results for: retirement

Hagerty Appoints Patrick McClymont as new Chief Financial Officer, Announces Planned Retirement and Transition for Longtime CFO Fred Turcotte
Finance News

Hagerty Appoints Patrick McClymont as new Chief Financial Officer, Announces Planned Retirement and Transition for Longtime CFO Fred Turcotte

Fintech News Desk
by Fintech News Desk0
Hagerty (HGTY) announced today that Patrick McClymont has been named Hagerty’s next Chief Financial Officer, effective September 6, 2022. He will succeed current CFO Fred Turcotte, who will retire but will remain with the company in a senior advisor role through 2023 to help ensure a seamless transition. Latest Fintech News: Cashfree Payments Partners with......
Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business
Finance News

Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced industry veteran, Teresa Hassara, will join the company to lead its workplace savings and retirement business. As a senior vice president in Retirement and Income Solutions (RIS), Hassara will report to Chris Littlefield, president of RIS, effective August 8. Latest Fintech News: Intelligent Banking Solutions. Inc., the......
Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business
Finance News

Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced industry veteran, Teresa Hassara, will join the company to lead its workplace savings and retirement business. As a senior vice president in Retirement and Income Solutions (RIS), Hassara will report to Chris Littlefield, president of RIS, effective August 8. Latest Fintech News: Intelligent Banking Solutions. Inc.,......
Cincinnati Financial Chief Investment Officer Announces Retirement
Investment Services News Uncategorized

Cincinnati Financial Chief Investment Officer Announces Retirement

Fintech News Desk
by Fintech News Desk0
Cincinnati Financial Corporation announced that Martin F. Hollenbeck, CFA, CPCU, chief investment officer, executive vice president, assistant secretary and assistant treasurer, provided notice on June 20, 2022, of his plan to retire on September 30. Latest Fintech News: Yamaha Motor Establishes Sustainability Investment Fund Hollenbeck joined the company in 1987 as a personal lines underwriter......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
Vision Retirement Announces Partnership with TEG Federal Credit Union
Fintech News

Vision Retirement Announces Partnership with TEG Federal Credit Union

Fintech News Desk
by Fintech News Desk0
The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the......
Integrity Partnership Expands Russek Financial Services' Medicare and Retirement Planning Offerings
InsurTech News

Integrity Partnership Expands Russek Financial Services’ Medicare and Retirement Planning Offerings

Fintech News Desk
by Fintech News Desk0
Experienced Northeastern agency with proven track record will use Integrity’s best-in-class resources and support to scale its growth and protect the health and wealth of more Americans Integrity Marketing Group, LLC, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it......
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......
HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California
InsurTech Investment Services News

HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of kornerstone, Inc. (Kornerstone). Terms of the transaction were not disclosed. Located in Chico, California, Kornerstone provides individuals and corporations with custom financial plans and investment advisory services to help them......
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