Search Results for: financial advice

Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
by Fintech News Desk0
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel
Finance News

CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel

Fintech News Desk
by Fintech News Desk0
CommunityAmerica CUSO One, LLC and Copper Financial announced that Amy Rush has joined the organization as General Counsel. Latest Fintech News: Tech Data Launches B2B eCommerce Platform PEER CONNEXIONS “Copper Financial has experienced immense growth in working with credit unions and helping members on the path to financial peace of mind,” said Mike......
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
LGBTQ+ Community Falling Behind on Financial Security
Finance News

LGBTQ+ Community Falling Behind on Financial Security

Fintech News Desk
by Fintech News Desk0
New study: Only half of LGBTQ+ individuals report feeling confident in their ability to save for retirement LGBTQ+ Americans are less likely to be on track to meet their financial goals, have the capacity to absorb unexpected expenses, or feel confident in their ability to save for retirement compared to......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
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......
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
by Fintech News Desk0
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
TIFIN's Financial Answers Acquires Two Additional Digital Assets To Expand Its Consumer Data Platform
Analytics Artificial Intelligence Digital Asset Management News

TIFIN’s Financial Answers Acquires Two Additional Digital Assets To Expand Its Consumer Data Platform

Fintech News Desk
by Fintech News Desk0
TIFIN, a fintech platform using artificial intelligence and investment-driven personalization to shape the future of investor experiences, today announced that its subsidiary Financial Answers has completed the acquisitions of All Star Charts, Inc. and INO.com, Inc. Both firms are high-quality investor education platforms, with deeply engaged audiences and subscribers. TIFIN an AI-powered fintech,......
Principal Financial Group Announces Global Financial Inclusion Index
Finance News

Principal Financial Group Announces Global Financial Inclusion Index

Fintech News Desk
by Fintech News Desk0
Inaugural study examines key drivers shaping financial inclusion in 40+ markets, provides actionable insights to address inclusion gaps and challenges Principal Financial Group announced it will launch the Global Financial Inclusion Index (“Index”) in collaboration with the Centre for Economics and Business Research (Cebr). The inaugural Index and its analysis......
1