Search Results for: Retirement Plan

SEI's Collective Investment Trust Business Surpasses $200 Billion In Net Assets
Investment Services News

SEI’s Collective Investment Trust Business Surpasses $200 Billion In Net Assets

Fintech News Desk
by Fintech News Desk0
Growth Reinforces Value of SEI’s Comprehensive CIT Trustee Services and Turnkey Operational Platform SEI, a leading global provider of technology and investment solutions, announced that its collective investment trust (CIT) business has eclipsed over $200 billion in net assets as of April 1, 2022, representing a 117% increase year over year. Through SEI Trust......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
by Fintech News Desk0
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
New Report from TransUnion Reveals Rising Prices Stifle Canadians’ Personal Finance Optimism
Finance News

New Report from TransUnion Reveals Rising Prices Stifle Canadians’ Personal Finance Optimism

Fintech News Desk
by Fintech News Desk0
More than half of Canadians (56%) surveyed report that inflation and interest rate concerns impact purchasing behaviour despite current positivity TransUnion’s most recent Consumer Pulse study shows that while the majority of Canadians feel positive about their current personal finances as the economy continues to reopen, concerns about longer-term macro-economic pressures......
National Wealth Management to Join Cary Street Partners
Investment Services News

National Wealth Management to Join Cary Street Partners

Fintech News Desk
by Fintech News Desk0
Further Expands Cary Street Partners’ New Jersey Presence Cary Street Partners announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based financial planning and wealth management......
Splitero Launches with $5.8 Million in Seed Funding and $1 Billion in Capital to Provide Better Options to Access Home Equity
Fintech News

Splitero Launches with $5.8 Million in Seed Funding and $1 Billion in Capital to Provide Better Options to Access Home Equity

Fintech News Desk
by Fintech News Desk0
Innovative financial technology company is on a mission to transform the way homeowners tap into equity without new debt or monthly payments Splitero, the financial services company that provides homeowners better options to access home equity,  announced it had secured $5.8 million in seed funding, led by Gemini Ventures. Additional......
Advanced Time Segmentation Available Exclusively to Cetera Network
Finance News

Advanced Time Segmentation Available Exclusively to Cetera Network

Fintech News Desk
by Fintech News Desk0
Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Advanced Time Segmentation (ATS), a retirement income-planning tool that helps solve the retirement income challenge, is available to financial professionals across Cetera’s communities. ATS is only......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
Leading FinTech Company Marlette Announces $225 Million Preferred Equity Raise
Fintech News

Leading FinTech Company Marlette Announces $225 Million Preferred Equity Raise

Fintech News Desk
by Fintech News Desk0
Capital will support Best Egg’s Visa Credit Card, Platform Expansion & Strategic Acquisitions Best Egg, the machine learning powered, online credit and financial wellness platform that is owned and operated by Marlette Holdings, Inc, announced that it has secured $225 million in committed preferred equity capital. The Series E capital round......
33% Women in India Do Not Invest Their Money: LXME Women & Money Power 2022 Report
Investment Services News

33% Women in India Do Not Invest Their Money: LXME Women & Money Power 2022 Report

Fintech News Desk
by Fintech News Desk0
LXME – India’s first financial platform for women – in its Women & Money Power 2022 report suggests that 33% women in India do not invest at all and the number is as high as 40% in the 21-25 years age group. Overall 55% women in the country are either not investing or are unaware of their investments. In association with Axis My India, India’s leading consumer data intelligence company, the survey was carried out among 4,000 women across different......
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