Search Results for: Retirement Plan

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
Investment Services News

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth

Business Wire
by Business Wire0
Firm looks to expand its retirement plan offering to support small businesses by joining Commonwealth-affiliated office, Integrated Equity Management (IEM). Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Pinnacle Private Wealth of Kimberly, Wisconsin, to its network of......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Discover 5 Hand-Picked Mutual Funds Startups
Artificial Intelligence Business Featured Fintech Primers

Discover 5 Hand-Picked Mutual Funds Startups

Pooja Choudhary
by Pooja Choudhary0
Are you curious about the latest technological developments in the fintech sector? Learn how their solutions affect your business by exploring our analysis of mutual funds startups. Enhancing your competitive edge entails staying ahead of the technology curve. We will be providing you with data-driven innovative insights into the fintech......
New Financial Confidence Survey Reveals Major Gaps in US Residents' Ability To Manage Their Finances
Finance News

New Financial Confidence Survey Reveals Major Gaps in US Residents’ Ability To Manage Their Finances

PR Newswire
by PR Newswire0
New Survey from Unbiased.com Reveals a Third of Americans Blame the Education System For Their Lack Of Confidence In Financial Matters A new survey from Unbiased, the leading source for impartial and independent financial advice in the United Kingdom, which recently launched in the U.S., reveals some concerning shortcomings in the U.S.......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
Struggling To Manage Your Money? Here's The Solution With Budgeting Tools
Digital Payments Featured Fintech Technology

Struggling To Manage Your Money? Here’s The Solution With Budgeting Tools

Pooja Choudhary
by Pooja Choudhary0
Making a budget might take a lot of time. Newbies to budgeting might feel overburdened or unclear of where to begin. The right budgeting apps can help you with that. With the aid of budgeting applications, you may simplify your money management and strengthen your financial situation as well. Choosing......
Jackson Joins SIMON from iCapital’s Insurtech Platform
InsurTech News

Jackson Joins SIMON from iCapital’s Insurtech Platform

Business Wire
by Business Wire0
Jackson National Life Insurance Company, the main operating subsidiary of Jackson Financial Inc., announced plans to add a selection of its annuity solutions to SIMON from iCapital’s insurtech platform. By integrating its product offerings with SIMON from iCapital’s marketplace, Jackson will provide wealth management firms with increased access to its suite......
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......
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