Search Results for: Financial Advisor

Prime Capital Investment Advisors Partners with Professional Financial Services
Fintech News

Prime Capital Investment Advisors Partners with Professional Financial Services

Fintech News Desk
by Fintech News Desk0
PCIA enters the Sioux Falls and South Dakota markets Prime Capital Investment Advisors (PCIA), is pleased to announce their new partnership with Professional Financial Services (PFS). PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022. Read: Lets Understand Crypto In A Laymans......
Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
Fintech News

Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources

Fintech News Desk
by Fintech News Desk0
Financial advisor Matthew De Vries, MBA, CFP, AAMS, joined the independent channel of Ameriprise Financial, from Edward Jones in Fargo, North Dakota. De Vries decided to move his practice to Ameriprise because of the firm’s positive reputation, flexibility, and comprehensive resources – all of which will enable him to provide an......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community
InsurTech News

DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community

Fintech News Desk
by Fintech News Desk0
DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs),  announced the addition of Corebridge Financial to its carrier lineup with two commission-free Corebridge annuity products geared to fee-only advisors. Corebridge, formerly AIG Life & Retirement, is one of the largest providers of retirement solutions and insurance products......
Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
by Fintech News Desk0
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. announced that financial advisors Laura Burback, AAMS and Kari Brown, AAMS, APMA joined the firm for its client-first culture and technology. The advisors operated separate......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health
Finance News

Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health

Fintech News Desk
by Fintech News Desk0
Expanded benefit program partners include virtual behavioral healthcare company Talkspace and healthcare firm Aetna Participation extends to all of the nearly 2,300 Advisor Group employees and families Advisor Group, the nation’s largest network of independent wealth management firms, announced the launch of a comprehensive wellness program to provide physical, mental and......
Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors
Finance News

Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors

Fintech News Desk
by Fintech News Desk0
Citizens Financial Group, Inc. announced a definitive agreement to purchase select assets and liabilities of Paladin Advisors, an independent, registered investment advisor headquartered in Kensington, New Hampshire. This acquisition strengthens Citizens’ presence in an important geography, while bringing additional investment capabilities to the Clarfeld | Citizens Private Wealth team. Latest......
Spring Free EV Adds Automotive, Clean Energy and Financial Services Experts from GM, Rivian and BMW to its Advisory Board
Finance News

Spring Free EV Adds Automotive, Clean Energy and Financial Services Experts from GM, Rivian and BMW to its Advisory Board

Fintech News Desk
by Fintech News Desk0
Industry veterans bring their expertise to the company leading the adoption of electric vehicles as it works to democratize access to affordable fleet financing Spring Free EV, the financial technology company accelerating the adoption of electric vehicles (EVs) through innovative fintech products, announces the addition of five executives to its......
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