Search Results for: Financial Advisor

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
by PR Newswire0
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
Fintech News

Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Business Wire
by Business Wire0
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is redefining brand design for financial advisors with launch of Advisor Brand Builder (ABB). Latest Fintech Interview......
Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory
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Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory

GlobeNewswire
by GlobeNewswire0
Acquisition will help Capgemini to further support banks, capital markets and fintech firms to align critical compliance and ‘Know Your Customer’ operations to regulatory standards Capgemini announces that it has signed an agreement for the acquisition of the Financial Crime Compliance (FCC) division of Exiger, a global market leading financial crime practice. This acquisition will strengthen the Group’s offerings in financial crime, risk management and regulatory compliance services. The transaction is due to close in the coming months. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
Chelsea Financial Services Advisor Jim MacRunnels Surpasses $1 Million Raised for Special Olympics
Fintech News

Chelsea Financial Services Advisor Jim MacRunnels Surpasses $1 Million Raised for Special Olympics

PR Newswire
by PR Newswire0
Financial Advisor Jim MacRunnels surpassed one million dollars raised during the past 11 years for the Special Olympics in Illinois. The MacRunells have been the top fundraisers in Illinois multiple times during their 20-year involvement with the Special Olympics. Chelsea Financial Services celebrates Financial Advisor Jim MacRunnels and his wife......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence
Artificial Intelligence debt collection Guest Posts

From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence

Mitchell Morrison
by Mitchell Morrison0
According to the Federal Reserve, American household debt is at a record high. Americans held $16.9 trillion in household debt at the end of 2022, up $2.75 trillion since only 2019 — $986 billion of which is credit card debt. Clearly, the country is experiencing an issue with financial literacy......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
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Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
by Fintech News Desk0
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors
Finance News

CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors

Fintech News Desk
by Fintech News Desk0
CMLS Financial, one of Canada’s largest commercial real estate finance companies, is pleased to announce a strategic partnership with, and investment in, Skyhawk Capital Advisors. Skyhawk Capital Advisors is based out of New York and is an independent advisory and capital markets firm focused exclusively on the real estate sector......
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