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Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
Santander-US-Survey-Finds-Optimism-Rising-Among-Middle-Income-Households-as-Concerns-about-Inflation-and-Recession-Ease
Finance Fintech News

Santander US Survey Finds Optimism Rising Among Middle-Income Households as Concerns about Inflation and Recession Ease

Business Wire
by Business Wire0
The survey found that six in 10 middle-income Americans have not moved money to earn higher yields on their savings, and more than one in four do not know their current rate. Of those who know what their current rate is, 56% of middle-income consumers are earning less than 3%.......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
AdVon Commerce Releases AI Tool on Google Cloud Marketplace
Commerce News

AdVon Commerce Releases AI Tool on Google Cloud Marketplace

PR Newswire
by PR Newswire0
AdVon’s AI solution is smarter than out-of-the-box models. Using fine-tuned models and a quality team with deep commerce knowledge, AdVonAI seeks to face retailer friction head-on. AdVon Commerce launched their retail-focused AI tool, AdVonAI, on Google Cloud Marketplace. Leveraging Google Cloud’s Vertex AI platform, AdVon has developed a tool that scales......
Association for Women in Cryptocurrency Inaugural Report Finds Noteworthy Inclusion Gaps in Crypto Industry
Cryptocurrency News

Association for Women in Cryptocurrency Inaugural Report Finds Noteworthy Inclusion Gaps in Crypto Industry

PR Newswire
by PR Newswire0
Findings expose that the crypto industry needs to catch up to the larger tech industry when measuring gender-based inclusion. The Association for Women in Cryptocurrency (AWIC), the leading global community for women and supportive allies, released its State of Inclusion Report with findings on workplace culture and inclusivity across the digital asset industry. The report......
Varo Bank Introduces Two New Financial Products
Banking News

Varo Bank Introduces Two New Financial Products

Fintech News Desk
by Fintech News Desk0
With Varo, Americans find an innovative way to reduce money worries and take control of finances from a bank that has built a fully integrated system to support successful money management instead of encouraging spending and growing debt. Varo Bank, N.A., the first nationally-chartered consumer tech bank in the U.S.,......
Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch
Finance Fintech News

Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch

Business Wire
by Business Wire0
The survey found that women report feeling the most knowledgeable about paying bills, maintaining good credit, and saving for emergencies. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women. Confidence is the top emotion that men......
Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings
Digital Payments News

Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings

PR Newswire
by PR Newswire0
New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, have announced......
Harborstone Credit Union Announces Agreement to Acquire SaviBank
Banking News

Harborstone Credit Union Announces Agreement to Acquire SaviBank

GlobeNewswire
by GlobeNewswire0
SaviBank customers will become members of Harborstone Credit Union with full access to Harborstone’s expansive product and service offerings. The acquisition helps Harborstone Credit Union grow its presence in the Skagit County-area marketplace, diversify its assets, and add superior talent and expertise. Savi Financial Corporation, the bank holding company for......
SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
Fintech Investments News

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience

PR Newswire
by PR Newswire0
Boosted by increased firm and client adoption, additional features within the SafeSend Suite reported massive YoY growth, the new secure file-exchange capability experienced usage growth of +2,600% and the e-signature solution reported usage growth of 90%. SafeSend, the leading provider of automation technology for tax and accounting firms, reported an......
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