Search Results for: Retirement Plan

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
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,......
Guild Mortgage Announces Executive Management Succession Plan
Mortgage News

Guild Mortgage Announces Executive Management Succession Plan

Business Wire
by Business Wire0
Ms. Terry Schmidt to be Promoted to Chief Executive Officer Guild Mortgage, a growth-oriented mortgage lending company originating and servicing residential loans since 1960, announced the pending retirement of CEO Mary Ann McGarry, effective June 30, 2023, following a career of almost 40 years, which included leading the company’s growth......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
Commerce Investments News Technology

Fidelity Investments® Acquires Shoobx®, Bolstering Commitment To Equity Plan Capabilities For Private Companies

Fintech News Desk
by Fintech News Desk0
Fidelity Investments® announced it is furthering its commitment to the private market with the acquisition of Shoobx®, a leading provider of automated equity management operations and financing software for private companies at all growth stages, up to and including an initial public offering (IPO). Financial terms of the acquisition are not being......
Taboola Announces Early Retirement of $61 Million in Term Loan Debt
Finance News

Taboola Announces Early Retirement of $61 Million in Term Loan Debt

Fintech News Desk
by Fintech News Desk0
Taboola, a global leader in powering recommendations for the open web, announced the early retirement of approximately $61.3 million in debt under its senior secured Term Loan Facility. Taboola repurchased the debt for approximately $60.7 million with available cash on hand. The prepayment is expected to generate annual interest savings......
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