Search Results for: Retirement Plan

Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance
InsurTech News

Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance

Fintech News Desk
by Fintech News Desk0
Denver-based IMO will benefit from the security, scalability and resources that Integrity partnership provides as it works to serve the complex financial needs of more Americans Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
Peoples Hires Jessica Brown as Chief Financial Officer
Finance News

Peoples Hires Jessica Brown as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Peoples State Bank announced that Jessica Brown, CPA, has joined the Peoples team as Senior Vice President and Chief Financial Officer (CFO). Brown is responsible for managing the capital funding and profitability of the bank with high-quality financial reporting to investors and bank regulators. Latest Fintech News: Flexa to Acquire Drop......
FutureFuel.io Acquires College Finance Company; Rebrands to Candidly
Artificial Intelligence Big Data debt collection Digital Payments News

FutureFuel.io Acquires College Finance Company; Rebrands to Candidly

Fintech News Desk
by Fintech News Desk0
FutureFuel.io has rebranded to Candidly. The market’s most comprehensive student debt management platform also announced the acquisition of College Finance Company, the leading multi-lender marketplace for education financing. The company announced a complete rebrand of its corporate identity, including a new logo, updated visual brand elements, and a new company......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
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......
SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
by Fintech News Desk0
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
Wealth Manager Vishal Bakshi Joins First Republic in New York
Investments News

Wealth Manager Vishal Bakshi Joins First Republic in New York

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that Vishal Bakshi has joined First Republic Investment Management in New York. Latest Fintech News: Certegy and Trust Payments to Collaborate on Offerings to Enhance Online Shopping Experiences Bakshi was named Managing Director and Wealth Manager. He will provide......
AmeriLife Announces Strategic Investment from Genstar Capital
Investments News

AmeriLife Announces Strategic Investment from Genstar Capital

Fintech News Desk
by Fintech News Desk0
Renowned private equity firm’s joint partnership with Thomas H. Lee Partners will expand AmeriLife’s suite of services and offerings, and further accelerate growth for the nation’s leading distributor of health and financial solutions AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
Finance News

Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group

Fintech News Desk
by Fintech News Desk0
The agreement adds another Allworth office in the Southeastern U.S. With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America[1], has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adams Chetwood was supported and represented by Republic Capital Group of......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
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