Search Results for: Financial Professionals

Investors Want Gender-Neutral Financial Advice, Despite Perceived Differences in Financial Needs
Finance Fintech Investment Services News

Investors Want Gender-Neutral Financial Advice, Despite Perceived Differences in Financial Needs

Fintech News Desk
by Fintech News Desk0
Hartford Funds study examined how investors of different genders and generations want to receive financial advice and marketing materials Hartford Funds released new data indicating that more than half of investors (52%) agree that men and women have different financial needs, but only 24% want to work with a financial......
RISE Financial Services, LLC, a Subsidiary of Siebert, Purchases Minority Stake in Hedge Connection Inc.
Finance Fintech News

RISE Financial Services, LLC, a Subsidiary of Siebert, Purchases Minority Stake in Hedge Connection Inc.

Fintech News Desk
by Fintech News Desk0
– RISE Financial Services, LLC, to offer the only woman-owned and patented FinTech platform providing virtual capital introductions for hedge funds – Lisa Vioni, co-founder of Hedge Connection, appointed President of RISE Prime – Head of Capital Introductions, joining a distinguished women-led leadership team – Lisa Vioni appointed to the Board of......
Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services
Finance News Risk Management

Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services

Fintech News Desk
by Fintech News Desk0
Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers. Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets......
Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform
Fintech News

Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform

Fintech News Desk
by Fintech News Desk0
Gerald Kleber, Dustin Carr and Tad Lyle join Advisor Group through SagePoint Financial and The AmeriFlex Group. Advisor Group, the nation’s largest network of independent wealth management firms, announced its successful partnership with three financial advisors who oversee $481 million in total client assets. Latest Fintech Insights: Marco Financial Partners with DP......
Adtalem Global Education Announces Definitive Agreement to Divest Financial Services Segment
Finance Investment Services News

Adtalem Global Education Announces Definitive Agreement to Divest Financial Services Segment

Fintech News Desk
by Fintech News Desk0
Wendel Group and Colibri Group consortium to purchase segment for $1 billion Adtalem Global Education, a leading provider of professional talent to the healthcare industry, announced it has entered into a definitive agreement to sell its Financial Services segment, which includes ACAMS (Association of Certified Anti-Money Laundering Specialists), Becker Professional......
TopLine Federal Credit Union Sponsors Student-Led Financial Literacy Research
Digital Finance News

TopLine Federal Credit Union Sponsors Student-Led Financial Literacy Research

Fintech News Desk
by Fintech News Desk0
Wayzata High School students partner with TopLine to design tools to teach financial literacy Twin Cities-based member-owned cooperative TopLine Federal Credit Union partnered with a group of students from Wayzata High School to research youth financial literacy awareness and create tools to help improve it. The students are part of Wayzata High School’s Compass Program,......
NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)
Finance Fintech News

NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)

Fintech News Desk
by Fintech News Desk0
NARSSA and NAPFA to Collaborate on Social Security Education for its Members The National Association of Registered Social Security Analysts (NARSSA), the leader in expert Social Security education, training, and analysis fulfillment for financial professionals, has announced a partnership with the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s......
Innovative U.S. immigration subscription platform launches January 18, gives global audience access to live streaming sessions with experienced attorneys & other professionals for help with US visas & green cards.
Fintech News

Global Audience Access to Live Streaming Sessions With Experienced Attorneys & Other Professionals for Help With US Visas & Green Cards

Fintech News Desk
by Fintech News Desk0
– ImmigrateUSA.com live sessions address the latest on visas & green cards for workers, investors, & families; – Daily online zoom-style meetings launch January 18, 2022 at www.immigrateusa.com in English, Spanish, French, & Portuguese; – $49.99/month- cancel any time after 30 days. ImmigrateUSA.com is launching a digital subscription-based site that will host daily live......
B. Riley Financial Announces Acquisition of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank
Banking Investment Services News

B. Riley Financial Announces Acquisition Of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank

Fintech News Desk
by Fintech News Desk0
Transaction marks a major step toward creating the premier middle market-focused investment banking platform B. Riley Financial, Inc., a diversified provider of business advisory and financial services, announced it has agreed to acquire FocalPoint Securities, LLC, a leading independent investment bank based in Los Angeles, for total consideration of up......
Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
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