Search Results for: Wealth Advisory

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
Finance Investment Services News

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Fintech News Desk
by Fintech News Desk0
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm,  released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
by Fintech News Desk0
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform
Cryptocurrency Finance News

Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Collaboration helps credit unions and community banks better serve their 200m+ customers with self-directed investing wealth management services Unifimoney Inc. announced a collaboration with Gemini Trust Company that enables Credit Unions and Community Banks to trade over 80 cryptocurrencies. The offering is provided through Unifimoney’s turnkey crypto and digital wealth management......
NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
by Fintech News Desk0
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions
Investment Services News

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions

Fintech News Desk
by Fintech News Desk0
New Business to Manage Alternative Investment Products for Retail and High Net Worth Investors Fortress Investment Group LLC announced the formation of Fortress Private Wealth Solutions, a business that will bring over two decades of Fortress institutional-grade investment experience and expertise to a growing segment of individual investors seeking greater......
CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors
Fintech News

CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors

Fintech News Desk
by Fintech News Desk0
Aviso Wealth will introduce CapIntel’s proprietary technology to credit union advisors to enhance their processes and enrich member interactions CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
by Fintech News Desk0
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
Truist Wealth Enhances Portfolio of Digital Investing Solutions With Truist Trade
Investment Services News

Truist Wealth Enhances Portfolio of Digital Investing Solutions With Truist Trade

Fintech News Desk
by Fintech News Desk0
Self-directed investing solution empowers clients with simple account opening, zero-commission trades Truist Wealth has enhanced its digital investing capabilities with Truist Trade, a new self-directed investing solution that allows clients to open select investment accounts and conduct online trading on their own. “Our digital investing solutions are designed to meet......
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