Search Results for: Retirement Plan

Cincinnati Financial Chief Investment Officer Announces Retirement
Investment Services News Uncategorized

Cincinnati Financial Chief Investment Officer Announces Retirement

Fintech News Desk
by Fintech News Desk0
Cincinnati Financial Corporation announced that Martin F. Hollenbeck, CFA, CPCU, chief investment officer, executive vice president, assistant secretary and assistant treasurer, provided notice on June 20, 2022, of his plan to retire on September 30. Latest Fintech News: Yamaha Motor Establishes Sustainability Investment Fund Hollenbeck joined the company in 1987 as a personal lines underwriter......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions
Finance News

National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions

Fintech News Desk
by Fintech News Desk0
National Western Life Insurance Company (National Western Life), a wholly owned subsidiary of National Western Life Group, Inc. (Nasdaq: NWLI), entered a strategic alliance with Achaean Financial Holdings (Achaean), an intellectual property and product development company, to launch a new and innovative single premium immediate annuity to the financial marketplace. Latest......
Best in Loudoun County Financial Planning Firm, Abich Financial, Launches Rebrand and Website to Better Serve Community
Finance News

Best in Loudoun County Financial Planning Firm, Abich Financial, Launches Rebrand and Website to Better Serve Community

Fintech News Desk
by Fintech News Desk0
Abich Financial Services, Inc., announced the launch of their new website and updated company brand. This milestone is an exciting move for the award-winning, Best in Loudoun County financial planning firm in its mission to help better prepare their clients for a successful and long-lasting retirement. Abich Financial Services Inc. seeks to empower their......
Vision Retirement Announces Partnership with TEG Federal Credit Union
Fintech News

Vision Retirement Announces Partnership with TEG Federal Credit Union

Fintech News Desk
by Fintech News Desk0
The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the......
Market Demand Increases for Financial Planning That Goes Beyond Just Money
Finance Fintech News

Market Demand Increases for Financial Planning That Goes Beyond Just Money

Fintech News Desk
by Fintech News Desk0
Equitable announces unique partnership with Columbia University that teaches advisors to connect clients’ life goals and dreams to long-term financial planning Equitable, a leading financial services company and subsidiary of Equitable Holdings, has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
Finhabits Expands Offerings with 401k Plans for Minority-Owned Businesses in California
Fintech News

Finhabits Expands Offerings with 401k Plans for Minority-Owned Businesses in California

Fintech News Desk
by Fintech News Desk0
The bilingual financial wellness platform by Latinos for Latinos scales its retirement savings solutions with the new Finhabits 401k plan  Finhabits, a market-leading U.S. fintech provider by Latinos for Latinos, announced the expansion of its retirement solutions with the launch of the Finhabits 401k plans. The new retirement plans by Finhabits are designed to......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
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