Search Results for: Financial Advisor

New Financial Confidence Survey Reveals Major Gaps in US Residents' Ability To Manage Their Finances
Finance News

New Financial Confidence Survey Reveals Major Gaps in US Residents’ Ability To Manage Their Finances

PR Newswire
by PR Newswire0
New Survey from Unbiased.com Reveals a Third of Americans Blame the Education System For Their Lack Of Confidence In Financial Matters A new survey from Unbiased, the leading source for impartial and independent financial advice in the United Kingdom, which recently launched in the U.S., reveals some concerning shortcomings in the U.S.......
FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk
Investment Services News

FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk

PR Newswire
by PR Newswire0
Firm Now Provides Users a Seamless View into Six of the Nation’s Largest Custodians, Up from Two at the Beginning of the Year FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment experience to their clients at scale – announced that it has......
Equifax Introduces New OneScore Scoring Model to Help Expand Access to Credit and Drive Financially Inclusive Lending
Finance Fintech News

Equifax Introduces New OneScore Scoring Model to Help Expand Access to Credit and Drive Financially Inclusive Lending

PR Newswire
by PR Newswire0
New Offering Is First to Combine Traditional Credit Data With Telecommunications, Utility, Pay TV and Speciality Finance Data; Builds on Equifax Leadership in Alternative Data to Boost Scorable Population of Credit Seeking U.S. Consumers Equifax continues to support financially inclusive lending with the launch of OneScore, a new consumer credit scoring model......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative
Fintech News

Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative

PR Newswire
by PR Newswire0
The BCU-led CUSO will leverage Paperwork’s comprehensive technology to expand its mission of financial wellness for all Life.Money.You.– the CUSO formed by BCU to spearhead its financial wellness efforts – has announced its partnership with Paperwork, a comprehensive financial wellness platform focused on improving the financial health of credit union......
CapIntel to Equip Advisors with ESG Metrics
Finance Fintech News

CapIntel to Equip Advisors with ESG Metrics

PR Newswire
by PR Newswire0
CapIntel ESG addresses the growing investor demands for advisors to align portfolios with environmental, social and governance values CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, announced the launch of CapIntel ESG. CapIntel ESG equips advisors......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering
Finance News

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering

PR Newswire
by PR Newswire0
An Expansion of the Firm’s Wealth Management Offerings, Personal Credit Line Enables Financial Professionals to Manage and Navigate their Clients’ Life Changes While Keeping Them On Track to their Long-Term Financial Goals Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the launch of Personal Credit......
ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks
Analytics Banking News

ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks

Business Wire
by Business Wire0
ModernFi, which operates the first tech-enabled deposit marketplace for banks, is proud to announce its inaugural Advisory Board. The ModernFi team is extremely fortunate and grateful to work alongside industry leaders across tech and finance. Recent events in the banking sector have crystallized the importance of effective deposit management and......
Risk Strategies Acquires Parady Financial Group
News Risk Management

Risk Strategies Acquires Parady Financial Group

GlobeNewswire
by GlobeNewswire0
Adds to specialty capabilities of National Financial and Wealth Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition......
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