Search Results for: MoneyGuide

Spring Harvest Corporation and My Anns Corporation Announce Merger Agreement
Banking News

Spring Harvest Corporation and My Anns Corporation Announce Merger Agreement

Fintech News Desk
by Fintech News Desk0
Spring Harvest Corporation (“Spring Harvest” or the “Company”) announced the signing of a definitive agreement to acquire My Anns Corporation (“My Anns”), the parent company of Piqua State Bank, a Kansas state-chartered bank with its principal office in Piqua, Kansas (the “Bank”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces Quarterly Operating Earnings “We......
Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding
Finance Fintech Funding News

Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding

Fintech News Desk
by Fintech News Desk0
Green Project’s all-in-one ESG software leverages targeted API integrations with a company’s existing data systems to cut through the cost and complexity of collecting, processing and reporting ESG data in-house Green Project Technologies, Inc. (“Green Project”), a leading SaaS-based ESG data management and reporting platform for SMEs, portfolio companies and......
Standing up for Investors: Lou Harvey Featured in Change Makers and Their Stories Podcast
Investment Services Investments News

Standing up for Investors: Lou Harvey Featured in Change Makers and Their Stories Podcast

Fintech News Desk
by Fintech News Desk0
“Investors know what their own best interests are—and financial institutions need to do a better job of listening,” says Lou Harvey, founder of the market research firm DALBAR Inc. In the latest episode of the podcast Change Makers and Their Stories, he describes how he stumbled into the investment business nearly a......
Nearly Two-Thirds of Americans Feel Anxious About Their Finances in 2022
Finance Fintech News

Nearly Two-Thirds of Americans Feel Anxious About Their Finances in 2022

Fintech News Desk
by Fintech News Desk0
Inflation and job concerns are top factors contributing to financial anxiety, new survey finds As a new year begins, 64% of Americans are feeling anxious about their finances, according to a new survey from fintech leader Policygenius. Nearly three in ten (29%) respondents reported feeling more anxious about their 2022 finances......
Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
by Fintech News Desk0
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange
InsurTech Investments News

FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients Envestnet, Inc. and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced that annuity solutions from AIG Life & Retirement are now available through......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Wealthcare Expands Business Development Team with Two Key Additions
Business Finance Fintech News

Wealthcare Expands Business Development Team with Two Key Additions

Fintech News Desk
by Fintech News Desk0
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, announced the addition of Michael Murray and Thomas Roberts to its business development team. Both Murray and Roberts join the firm in the position of Senior Vice President of Wealth Management, focusing on......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
by Fintech News Desk0
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
1