Search Results for: Financial Advisor

Pandemic Drives Americans to Pursue Financial Mobility and Personal Priorities, KeyBank Survey Finds
Fintech News

Pandemic Drives Americans to Pursue Financial Mobility and Personal Priorities, KeyBank Survey Finds

Fintech News Desk
by Fintech News Desk0
Two-thirds of respondents say work-life balance is more important than a high-paying salary The KeyBank 2022 Financial Mobility Survey, released , finds many Americans are reconsidering their work and financial priorities, with two-thirds (62%) of respondents indicating that work-life balance is more important to them than a high-paying salary (22%).......
Vernon Litigation Group Handling Claims Involving United Planners' Financial Services Broker Aaron Sevigny
Finance News

Vernon Litigation Group Handling Claims Involving Financial Services Broker Aaron Sevigny

Fintech News Desk
by Fintech News Desk0
Vernon Litigation Group, based in Naples, Florida and Kristian Kraszewski, Esq. have joined forces again to file a FINRA arbitration claim involving United Planners’ Financial Services financial advisor Aaron Sevigny. Our client has suffered losses due to alleged improper recommendations in alternative investments. Alternative investments are high risk products that are unsuitable for retirees.......
CuneXus Sees Record Growth in 2021, Signs 43 New Financial Institutions
Fintech News

CuneXus Sees Record Growth in 2021, Signs 43 New Financial Institutions

Fintech News Desk
by Fintech News Desk0
Uptick in customer acquisition, strategic collaborations, and new credit monitoring tool contribute to strong growth trajectory for 2022 CuneXus, the first and only digital storefront for financial institutions’ account holders, saw its largest year to date in 2021, securing 43 new financial institution clients, representing $102.3 billion in assets and......
Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy
InsurTech News

Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy

Fintech News Desk
by Fintech News Desk0
Purchase of Minneapolis-Based Insurance Brokerage Agency and InsureTech Firm Positions Highland to Support Financial Professionals and Direct-to-Consumer Channels Highland Capital Brokerage, a national life insurance and annuity distribution company and subsidiary of Advisor Group, announced the acquisitions of Hallett Financial Group, an independent insurance brokerage agency based in Minneapolis, as......
Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office
Investments News

Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said that Mark Maggioncalda has been hired as a senior wealth advisor in its Radnor, PA, office. In his new role, Maggioncalda will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and......
Fiducient Advisors Onboarded On Arcons Technology Billing Platform
Fintech News Technology

Fiducient Advisors Onboarded On Arcons Technology Billing Platform

Fintech News Desk
by Fintech News Desk0
Arcons’ billPort Client billing & revenue sharing solution meets Fiducient specific needs Arcons Technology announced that Fiducient Advisors headquartered in Chicago, IL advising over $250 billion in assets, has selected its billing platform ‘billPort’ for their quarterly billing process. Arcons’ billPort, offered for over a decade, features seamless advisory client billing and revenue sharing.......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council
Digital Asset Management Economy Fintech News

One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council

Fintech News Desk
by Fintech News Desk0
One River Digital Asset Management (together with its parent, One River Asset Management) announced the addition of Jason Cummins to the firm’s Academic and Regulatory Advisory Council. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Mr. Cummins brings a wealth of public and private sector experience to One River’s Advisory Council, having served as both......
Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland
Fintech InsurTech News

Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired Raffa Financial Services, Inc. (Raffa Financial Services). Terms of the transaction were not disclosed. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Headquartered in Rockville, Maryland, Raffa Financial Services is an insurance and......
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