Search Results for: Financial Advisor

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.......
Lifestyle News Recommended

RetirementInvestments Launches 7 New Personalized Online Financial Calculators

Fintech News Desk
by Fintech News Desk0
RetirementInvestments is pleased to announce the launch of their new financial calculators after working on the development of them for the past year. The 7 new calculators include their Retirement Calculator, Roth IRA Calculator, 401(k) Calculator, Home Affordability Calculator, Capital Gains Tax Calculator, Precious Metals IRA Calculator, and Crypto IRA Calculator. These calculators give website publishers the ability to easily......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
by Fintech News Desk0
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
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......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
Wave Launches ‘Creator Economy Financial Playbook’ To Enable Entrepreneurial Success for the Fastest Growing Segment of Small Business
Economy Finance News

Wave Launches ‘Creator Economy Financial Playbook’ To Enable Entrepreneurial Success for the Fastest Growing Segment of Small Business

Fintech News Desk
by Fintech News Desk0
New playbook provides proven strategies and real-world advice to help creators turn their passions into financial gain Wave, the one-stop money management solution for small business owners, launched a new financial playbook to help the 7 million Americans who are part of the “creator economy” grow their businesses and thrive.......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Reltime’s Global WEB3 Financial Ecosystem Changes the Game of the USD 7.5 Trillion Forex Market
Cryptocurrency Finance News

Reltime’s Global WEB3 Financial Ecosystem Changes the Game of the USD 7.5 Trillion Forex Market

Fintech News Desk
by Fintech News Desk0
Reltime announces its successful launch of the first swap of digital fiat currencies within the world’s first Web3 financial ecosystem. This revolutionary new Reltime FX service is now being offered to current and future Reltime B2B2C partners. Initial fiat currencies that can be swapped are NOK, SEK, DKK, EUR, USD, JPY,......
Artificial Intelligence Featured Fintech Primers News

An Overview of the Use Of AI in Financial Services

Pooja Choudhary
by Pooja Choudhary0
FCA announced in 2019 it is partnering with the Alan Turing Institute for the exploration of transparency of AI in the financial services domain. In this article, we shall be dealing with the opportunities, challenges, and issues involved with AI with special limelight on the role of transparency in pursuing......
1