Search Results for: Financial Advisor

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Vesey Ventures Launches $78 Million Debut Fund to Help Startups Break into Financial Industry & Accelerate Growth
Fintech News

Vesey Ventures Launches $78 Million Debut Fund to Help Startups Break into Financial Industry & Accelerate Growth

PR Newswire
by PR Newswire0
Former AMEX Ventures Managing Directors launch debut fund to identify and access game-changing business development opportunities for early-stage fintech companies Vesey Ventures, an early stage venture firm that invests in companies transforming financial services, announced the close of its debut fund totalling $78 million. Vesey Ventures was founded by three......
Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations
Artificial Intelligence Finance News

Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations

Business Wire
by Business Wire0
Hearsay breaks new ground with AI-based content recommendations and enhanced curation of third-party, compliant content Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced Content+. With Hearsay Content+, digital content administrators can design, manage and curate exclusive, compliant third-party content collections within Hearsay Social......
Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption
Cloud Finance News

Total Expert is Now Available in AWS Marketplace to Help Financial Institutions Maximize Technology Spend Amid Market Disruption

Business Wire
by Business Wire0
Total Expert’s purpose-built customer engagement platform can now be purchased directly through the AWS Marketplace Total Expert, the customer engagement platform purpose-built for modern financial institutions, is now available in AWS Marketplace, a digital catalog with thousands of software listings from independent software vendors that make it easy to find,......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Doo Financial Obtains Securities and Money Broking Licenses Granted By The Malaysia Labuan Financial Services Authority
Finance News

Doo Financial Obtains Securities and Money Broking Licenses Granted By The Malaysia Labuan Financial Services Authority

PR Newswire
by PR Newswire0
Doo Group’s subsidiary company, Doo Financial Labuan Limited marks another milestone in its journey with the obtainment of Securities (License No.: SL/23/0022) and Money Broking (License No.: MB/23/0108) licenses granted by the Malaysia Labuan Financial Services Authority (MY Labuan FSA). Doo Financial Labuan Limited is a securities company located in......
CampusGuard's Payment Advisory Services Transforms to Treasury Solutions
Digital Payments News

CampusGuard’s Payment Advisory Services Transforms to Treasury Solutions

PR Newswire
by PR Newswire0
CampusGuard, a full-service cybersecurity and compliance services firm, is announcing its Payments Advisory Services offering has been renamed to Treasury Solutions to better align with the capabilities it offers. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac “We opted......
RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
Finance News

RightCapital Introduces “Cash Flow Maps,” Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

PR Newswire
by PR Newswire0
Cash Flow Maps Are the Newest Addition to RightCapital’s Growing List of Data Visualization Tools to Help Financial Advisors Deliver Better Client Experiences RightCapital, the fastest-growing financial planning software for financial advisors, has added Cash Flow Maps, intuitive data visuals for illustrating cash inflows and outflows in financial plans. The......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
by PR Newswire0
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
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