Search Results for: Retirement Plan

LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Fintech 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......
IDB Bank Appoints Kenneth Savio as New CEO of IDB Capital
Banking News

IDB Bank Appoints Kenneth Savio as New CEO of IDB Capital

Fintech News Desk
by Fintech News Desk0
Savio joins IDB with more than 25 years of experience in the investment banking industry IDB Bank, a New York-based private and commercial bank, announced Ken Savio as President & Chief Executive Officer (CEO) of IDB Capital, IDB Bank’s broker-dealer subsidiary. As CEO, Savio will oversee the growth of IDB Capital as......
Lincoln Financial Group Names James Reid Executive Vice President, Head of Workplace Solutions
Finance News

Lincoln Financial Group Names James Reid Executive Vice President, Head of Workplace Solutions

Fintech News Desk
by Fintech News Desk0
Reid joins the company from Versant Health, bringing 30+ years of industry experience Lincoln also names internal leader Ralph Ferraro to head its Retirement business, reporting to Reid Lincoln Financial Group announced that James Reid will be joining the company in August as Executive Vice President, Head of Workplace Solutions,......
Legacy Insurance and Financial Services Partners with Integrity to Elevate Agent Opportunities
InsurTech News

Legacy Insurance and Financial Services Partners with Integrity to Elevate Agent Opportunities

Fintech News Desk
by Fintech News Desk0
Legacy’s strong track record of service and support will be greatly enhanced by Integrity’s proprietary platform of systems and resources designed to help agents serve more Americans Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
On Tap Credit Union Rebrands Investment Department to Attract New Members
Investment Services News

On Tap Credit Union Rebrands Investment Department to Attract New Members

Fintech News Desk
by Fintech News Desk0
Investment is more than focusing on retirement options On Tap Credit Union isn’t your average bank or credit union, founded in 1954 in Golden Colorado, we provide financial advice in a friendly environment making it easier to help our members craft financial solutions with their goals in mind. As members......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
Foresters Financial Announces 4.75 Percent UL Crediting Rate, One of the Highest Rates Industry Wide
InsurTech News

Foresters Financial Announces 4.75 Percent UL Crediting Rate, One of the Highest Rates Industry Wide

Fintech News Desk
by Fintech News Desk0
Foresters Financial the fraternal life insurer that’s boldly redefining the life insurance industry through innovation, purpose and wellness, today announced that the non-guaranteed crediting rate on its SMART Universal Life Insurance (“SMART UL”) [1]  will increase from 4.50 percent to 4.75 percent across new and many in-force certificates. This increase positions SMART......
vWise Unveils New Brand Identity to Showcase Expanded Technology
Finance News

vWise Unveils New Brand Identity to Showcase Expanded Technology

Fintech News Desk
by Fintech News Desk0
Platform delivers personalized user experiences that drive engagement and adoption of complex financial products at scale vWise, a leading provider of technology solutions for the retirement industry, announces a new brand identity to align with the recent expansion of its platform. The new brand identity reflects the evolution of the......
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