Search Results for: Financial Professionals

CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice
Finance News

CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named psychologist and financial educator Matt Goren, Ph.D., CFP® as its Director of Knowledge for Practice, effective June 27. In this role, Goren will lead the development, curation and dissemination of financial planning knowledge to strengthen the academic foundations for......
BNY Mellon's Pershing Reimagines Future of Financial Advice with Bigger
Finance News

BNY Mellon’s Pershing Reimagines Future of Financial Advice with Bigger

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) celebrates the bright future of financial advice this week at their flagship INSITE conference, together with business leaders, industry advocates and next generation talent. An action-packed agenda will serve up interactive networking, workshops and a dedicated recruiting session with leading wealth management and advisory firms. Latest......
Keeping Seniors Safe Regions Bank Provides Free Resources to Help Stop Financial Exploitation
Finance News

Keeping Seniors Safe Regions Bank Provides Free Resources to Help Stop Financial Exploitation

Fintech News Desk
by Fintech News Desk0
In advance of World Elder Abuse Awareness Day, Regions Next Step is providing information and advice to help protect consumers. Regions Bank on Monday announced a series of resources available to help people recognize and stop senior financial exploitation. The resources are part of Regions Next Step, the bank’s no-cost financial......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
Finance News

Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group

Fintech News Desk
by Fintech News Desk0
The agreement adds another Allworth office in the Southeastern U.S. With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America[1], has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adams Chetwood was supported and represented by Republic Capital Group of......
Tango Networks Unveils Service for BYOD Mobile Communications Recording for Financial Services
Finance News Uncategorized

Tango Networks Unveils Service for BYOD Mobile Communications Recording for Financial Services

Fintech News Desk
by Fintech News Desk0
Regulated voice and text on personal phones can be captured and recorded, cutting risk of fines for non-compliant communications Tango Networks announced a solution enabling calls and texts on personal mobile phones to be automatically captured for recording, enabling banks and financial services firms to avoid hundreds of millions of dollars......
Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
by Fintech News Desk0
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
The Financial Modeling Institute Launches New FMI Foundations Micro-Credential Program for People Seeking to Upskill in Financial Modeling
Finance News

The Financial Modeling Institute Launches New FMI Foundations Micro-Credential Program for People Seeking to Upskill in Financial Modeling

Fintech News Desk
by Fintech News Desk0
The largest and most respected Financial Modeling accreditation body in the world, serving candidates in over 50 countries and growing, introduces an accessible program for individuals with no prior financial modeling experience. The Financial Modeling Institute (FMI), the only Financial Modeling accreditation body in the world, currently serving candidates in over......
Optinose Announces Departure of Chief Financial Officer
Finance News

Optinose Announces Departure of Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Michele Janis Appointed Acting Chief Financial Officer Anthony Krick Appointed Vice President & Chief Accounting Officer Optinose a pharmaceutical company focused on patients treated by ear, nose and throat (ENT) and allergy specialists, announced that Keith A. Goldan, Chief Financial Officer, will leave Optinose to accept a CFO opportunity at......
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