Search Results for: Financial Professionals

Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets
Finance News

Lincoln Financial Network Strengthens Commitment to DEI with New Head of Multicultural Markets

Fintech News Desk
by Fintech News Desk0
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the appointment of Samantha Hunter as Head of Multicultural Markets. In this role, Hunter will focus......
Schwab Introduces Online Financial Planning Action Center
Digital Finance News

Schwab Introduces Online Financial Planning Action Center

Fintech News Desk
by Fintech News Desk0
Digital Platform Combines Human Guidance and Technology to Modernize the Financial Planning Experience As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab......
Financial Gravity Rolls Out Enhanced Planning Software
Finance News

Financial Gravity Rolls Out Enhanced Planning Software

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc., announced their Tax Master Network (TMN) subsidiary has rolled out an “import tax return” facility to make their Tax Ninja planning software even easier to use. Traditional tax-planning tools produce pages of dense spreadsheets that do nothing to tell clients how to pay less. TMN’s Tax......
Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities
Investment Services News

Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities

Fintech News Desk
by Fintech News Desk0
Zacks Professional Services (“Zacks Pro”) announces a new relationship with Concourse Financial Group Securities (“CFGS”) offering access to the extensive suite of Zacks Advisor Tools (Advisor Tools) to 500+ financial professionals. Latest Fintech Insights: InstaMortgage Adopts Finicity’s Mortgage Verification Services Advisor Tools is a web-based platform that provides investment professionals with......
Jairo Gonzalez & The Harvest Academy Educate Financially In a Crypto World
Cryptocurrency News

Jairo Gonzalez & The Harvest Academy Educate Financially In a Crypto World

Fintech News Desk
by Fintech News Desk0
Harvest Trading Academy is an institution founded by Jairo González CEO of Harvest Trading Cap The last few years have seen new financial technologies (Fintech) revolutionized significantly, specifically in the aftermath of the Covid-2019 pandemic where the world entered a major economic crisis. Latest Fintech Insights: InstaMortgage Adopts Finicity’s Mortgage Verification......
Deloitte Invests $750M in Converge By Deloitte To Accelerate Transformation of Consumer, Financial Services and Health Care Industries
Fintech Investment Services News

Deloitte Invests $750M in Converge By Deloitte To Accelerate Transformation of Consumer, Financial Services and Health Care Industries

Fintech News Desk
by Fintech News Desk0
Building on the global success of ConvergeHEALTH, Converge™ by Deloitte will drive ethical and responsible transformation of industry through new Converge software platforms, ecosystem partnerships, and expanded hiring of data science, engineering and domain experts Deloitte announced Converge by Deloitte, an expansion of its ConvergeHEALTH business into the consumer and......
Deloitte Invests $750M In Converge By Deloitte To Accelerate Transformation Of Consumer, Financial Services and Health Care Industries
Finance Investments News

Deloitte Invests $750M In Converge By Deloitte To Accelerate Transformation Of Consumer, Financial Services and Health Care Industries

Fintech News Desk
by Fintech News Desk0
Building on the global success of ConvergeHEALTH, Converge by Deloitte will drive ethical and responsible transformation of industry through new Converge software platforms, ecosystem partnerships, and expanded hiring of data science, engineering and domain experts Deloitte announced Converge by Deloitte, an expansion of its ConvergeHEALTH business into the consumer and......
Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List
Fintech News

Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List

Fintech News Desk
by Fintech News Desk0
Northwestern Mutual announced that eight financial advisors affiliated with the Northwestern Mutual Wealth Management Company have been named to the 2022 Forbes Top Women Wealth Advisors Best-in-State list. Latest Fintech Insights: Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time “These talented......
4 Things for Financial Companies to Be Aware of When Venturing Into Influencer Marketing
E-commerce Guest Posts Insights

4 Things for Financial Companies to Be Aware of When Venturing Into Influencer Marketing

Jess Phillips
by Jess Phillips0
The last year has proven that there are no bounds on what industries can utilize influencer marketing. We’ve seen new niches pop up on social media, new talent pools grow rapidly, and content creators of all types find their way in the industry. Most prominently we’ve seen an explosion of finance-based companies,......
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