Search Results for: Retirement Plan

Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners
Finance Investment Services News

Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners

Fintech News Desk
by Fintech News Desk0
Firm sought partner to invest in and amplify growth trajectory Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced the acquisition of WealthPartners located in Ridgeland, Mississippi. “Our firm has reached an inflection point in growth, and a relationship with Bluespring Wealth Partners was the......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
by Fintech News Desk0
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
Brighthouse Financial Expands Flagship Shield Level Annuity Suite With New Product That Provides Guaranteed Lifetime Income
Finance News

Brighthouse Financial Expands Flagship Shield Level Annuity Suite With New Product That Provides Guaranteed Lifetime Income

Fintech News Desk
by Fintech News Desk0
Shield Level Pay Plus annuities are built to help meet an important need in retirement planning – income that lasts for life Brighthouse Financial, Inc. announced the expansion of its flagship Brighthouse Shield Level Annuities suite with the launch of Brighthouse Shield Level Pay Plus Annuities, which are designed to help......
Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees
Banking News

Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees

Fintech News Desk
by Fintech News Desk0
Huntington provides investment management while PAi handles plan administration Small businesses with competitive employer-sponsored retirement programs, Huntington National Bank and PAi Retirement Services have partnered to launch the Huntington 401(k) Center for Business solution designed specifically for business owners and their employees. Latest Fintech News: Rubik Lands $3.5 Million Seed Round......
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