Search Results for: Financial Group

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly
debt collection Finance News

PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly

PR Newswire
by PR Newswire0
Holistic Platform Developed to Help Employees Plan, Fund, Repay, Save on Education PNC Bank, N.A. announced an expansion of its financial wellness offerings for clients through the introduction of PNC Student Debt Solution, powered by Candidly, a student debt and savings optimization platform. PNC Student Debt Solution offers client company......
Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs
Banking Fintech News

Vault Announces the Launch of the All-in-One Online Financial Platform for Canadian Small Businesses and Entrepreneurs

Business Wire
by Business Wire0
Business owners now have access to a full suite of financial products and services to manage their businesses across borders, without fees or minimum balances Vault, the all-in-one online financial platform for small-to-medium sized business (SMBs), announces its official launch and widespread availability across Canada. Founded in late 2021 by Saud......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Cardless Announces $75 Million Credit Facility From i80 Group
Fintech News

Cardless Announces $75 Million Credit Facility From i80 Group

PR Newswire
by PR Newswire0
The fintech company that provides custom co-branded credit card products also received angel investment from The Points Guy founder, Brian Kelly San Francisco-based financial technology firm, Cardless, Inc announced a new debt deal with i80 Group, securing a three-year $75 million credit facility. The deal is a warehouse facility that will enable......
BKN301 Group Goes Live With Finastra to Roll Out a Banking as a Service Solution
Banking Digital Payments News

BKN301 Group Goes Live With Finastra to Roll Out a Banking as a Service Solution

PR Newswire
by PR Newswire0
Finastra’s Essence has enabled BKN301 Group to bring new digital payments capabilities to San Marino and accelerate its deployment of a Banking as a Service solution for the MENA region Finastra, a global provider of financial software applications and marketplaces, announces that BKN301 Group, a fintech committed to creating a world without financial barriers,......
Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders
News Risk Management

Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders

Business Wire
by Business Wire0
Wolters Kluwer Finance, Risk & Regulatory Reporting will offer perspectives on bank risk-based performance and commercial outcomes Experts from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR) will offer insights at the “Transforming and Improving Financial Risk Management with International Principles and Standards” event taking place on Tuesday, May 16, at the Melia Hotel......
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