Search Results for: Financial Professionals

Nycole Freer Launches Eden Financial
Finance News

Nycole Freer Launches Eden Financial

Fintech News Desk
by Fintech News Desk0
Certified Financial Planner, Entrepreneur and Emerging Author Nycole Freer celebrates the New Year by announcing the opening of her financial planning practice, Eden Financial After serving young entrepreneurs, families, women and children with their financial planning needs for over a decade, Nycole Freer decided to double down on her commitment to educating......
Grove Point Financial Brings on Forward Financial
Investment Services News

Grove Point Financial Brings on Forward Financial

Fintech News Desk
by Fintech News Desk0
Baltimore firm joins Grove Point to benefit from open-architecture platform, greater investment options and enhanced marketing tools Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Forward Financial, a Baltimore-based firm managing $34 million in assets. “As an experienced financial professional, Aaron is committed to......
CUSO Financial Announces New Partnership with Kemba Credit Union
Finance News

CUSO Financial Announces New Partnership with Kemba Credit Union

Fintech News Desk
by Fintech News Desk0
$1.6 billion credit union chooses CFS for its expertise in credit union vertical CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with Kemba Credit Union (Kemba) to support and grow its wealth management program, Kemba Investment Services. Established in 1934, Kemba now operates 12......
Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
debt collection Finance News

Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
by Fintech News Desk0
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Featured Finance Fintech Primers Technology

Financial Forecasting Tools

Pooja Choudhary
by Pooja Choudhary0
In this age of advanced technology, in which we have access to brand-new technological tools with each new daybreak, it is essential to be able to adapt to the ever-changing technological landscape. Numerous metrics and KPIs can be utilised without difficulty for accurate business forecasting. Due to its superior accuracy......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
Paddle Recognised Among Notable SAAS Recurring Billing Solutions for Digital Business Professionals
B2B News

Paddle Recognised Among Notable SAAS Recurring Billing Solutions for Digital Business Professionals

Fintech News Desk
by Fintech News Desk0
Paddle is one of 42 notable vendors included in “The SaaS Recurring Billing Solutions Landscape, Q1 2023” report  Paddle, the payments infrastructure provider for B2B SaaS companies, has been listed by Forrester as one of 42 notable SaaS recurring billing vendors. According to the Forrester report, The SaaS Recurring Billing......
Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry's Largest Executive Search Firms
Finance News

Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry’s Largest Executive Search Firms

Fintech News Desk
by Fintech News Desk0
Angott Search Group (ASG) announced that it has entered into an operating alliance with Florida-based Park Avenue Group (PAG) to provide clients with increased executive recruiting capabilities, broader geographic reach, and added in-depth knowledge in the banking and credit union industries. The relationship combines ASG’s over 40-year tenure providing talent......
1 in 3 Finance and Accounting Professionals Admit B2B Procurement Is Broken
B2B Finance News

1 in 3 Finance and Accounting Professionals Admit B2B Procurement Is Broken

Fintech News Desk
by Fintech News Desk0
Nearly 80% Say Their Company Faces Challenges Purchasing New Software and Services; Majority Looks to Automation to Improve Procurement Efficiency for Better Vendor Visibility and Cost Control Zip, the world’s leading intake-to-procure solution, announced results of the 2023 Trends in B2B Purchasing survey of 1,056 U.S.-based finance and accounting professionals – director-level......
1