Search Results for: financial investment

AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
The Swiss Financial Industry Has Successfully Traded and Settled Tokenized Investment Products
Blockchain News

The Swiss Financial Industry Has Successfully Traded and Settled Tokenized Investment Products

Fintech News Desk
by Fintech News Desk0
Credit Suisse, Pictet and Vontobel have conducted a proof of concept to issue tokenized investment products recorded on a public blockchain and traded on BX Swiss, the Swiss regulated stock exchange For the first time, key players in the Swiss financial industry successfully developed and tested a novel settlement mechanism......
Prime Capital Investment Advisors Partners with Professional Financial Services
Fintech News

Prime Capital Investment Advisors Partners with Professional Financial Services

Fintech News Desk
by Fintech News Desk0
PCIA enters the Sioux Falls and South Dakota markets Prime Capital Investment Advisors (PCIA), is pleased to announce their new partnership with Professional Financial Services (PFS). PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022. Read: Lets Understand Crypto In A Laymans......
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RetirementInvestments Launches 7 New Personalized Online Financial Calculators

Fintech News Desk
by Fintech News Desk0
RetirementInvestments is pleased to announce the launch of their new financial calculators after working on the development of them for the past year. The 7 new calculators include their Retirement Calculator, Roth IRA Calculator, 401(k) Calculator, Home Affordability Calculator, Capital Gains Tax Calculator, Precious Metals IRA Calculator, and Crypto IRA Calculator. These calculators give website publishers the ability to easily......
Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions
Banking Mobile Banking News

Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions with Integrated Investment Solution

Fintech News Desk
by Fintech News Desk0
Access Softek, an omnichannel digital banking provider, has launched EasyVest YourChoice, an integrated investment solution that gives users the ability to trade stocks, fractional shares, and mutual and exchange-traded funds from within a digital banking platform. “Access Softek’s EasyVest YourChoice solution places community financial institutions at the forefront of a major industry shift”......
M Financial Selects Proteus as an Alternative Investment Partner
Finance Investment Services News

M Financial Selects Proteus as an Alternative Investment Partner

Fintech News Desk
by Fintech News Desk0
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to......
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