Search Results for: financial coaching

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......
Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business
InsurTech News

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business

Fintech News Desk
by Fintech News Desk0
$52.9 billion in record total sales; $2.8 billion in record net operating income; and $21.9B in record total adjusted capital Nationwide—one of the largest and most diversified insurance and financial services companies in the United States—reported 2021 earnings results that were the strongest in the Fortune 100 company’s history. These......
Boston Financial Investment Management Announces New Chief Credit Officer
Investment Services News

Boston Financial Investment Management Announces New Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
Boston Financial Investment Management announced that the company’s Chief Credit Officer, Jim Dailey, will be retiring from the firm in June. Noreen Short will join the firm as Deputy Chief Credit Officer on February 7, 2022, and she will assume the Chief Credit Officer role upon Mr. Dailey’s departure. “Jim is admired......
New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities
Finance News

New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities

Fintech News Desk
by Fintech News Desk0
Improvement in the financial industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC and Civitas Advisor Solutions, LLC offer clients new groundbreaking solutions and opportunities. Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with over 40 independent......
Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division
Fintech News

Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division

Fintech News Desk
by Fintech News Desk0
Tenet Fintech Group Inc. (“Tenet” or the “Company”), an innovative Fintech and AI service provider and manager of the Business Hub, announced that the Company’s Cubeler subsidiary has appointed Mr. Evrard D. Nkwemi as its Financial Institution Relationship Manager and Credit Analyst. Latest Fintech Insights: Moglix Raises $250 Million At $2.6......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community
Digital Asset Management Finance News

The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community

Fintech News Desk
by Fintech News Desk0
The 12-Week Study Aims to Identify the Most Effective Sales Strategies for B-to-B Communication in a Virtual Hybrid Environment The Kelley Group, a leading provider of training and coaching to the financial services industry, is calling for participants from the asset management community to take part in a study on......
Moneytree Software Acquires Financial Planning Hub eFinPlan
Finance News

Moneytree Software Acquires Financial Planning Hub eFinPlan

Fintech News Desk
by Fintech News Desk0
Cloud fintech solution aims to continue providing resources for individuals looking to begin financial planning Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announced the acquisition of eFinPlan, a website dedicated to helping individuals understand the importance of robust financial planning. “Here at......
Nymbus Partners With Digital Growth Institute to Amplify Marketing for Financial Brands
Banking Fintech News

Nymbus Partners With Digital Growth Institute to Amplify Marketing for Financial Brands

Fintech News Desk
by Fintech News Desk0
NYMBUS, a leading provider of banking technology solutions, announced a new partnership with the Digital Growth Institute to further empower financial institutions with the digital marketing tools and strategies for growing their brands. “Founded and led by digital marketing visionary James Robert Lay, the Digital Growth Institute offers clients a one-of-a-kind......
Cross River Bolsters Its Commitment to Expanding Financial Services and Economic Inclusion to Underserved Communities
Fintech News

Cross River Bolsters Its Commitment to Expanding Financial Services and Economic Inclusion to Underserved Communities

Fintech News Desk
by Fintech News Desk0
Contribution will further the work of the HOPE Inside network and bring financial literacy coaching and education to Cross River’s Teaneck, NJ and Brooklyn, NY branches Cross River also expands partnership with The Memorial Foundation, sponsoring the Martin Luther King, Jr. Memorial Social Justice Fellowship Program for 50 distinguished Fellows......
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