Search Results for: financial advice

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
by Fintech News Desk0
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo
Banking Finance Fintech News

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo

Fintech News Desk
by Fintech News Desk0
Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers utilizing its business solutions over $500m Personetics partners with over 80 financial institutions in 30 global markets Personetics’ growth......
Canadian Investment Bank Origin Merchant Partners Expands Its North-American Platform, Agreeing to a Combination With US-Based Interocean Advisors
Finance News

Loans Canada and Even Financial Announce Strategic Partnership to Help Canadian Borrowers

Fintech News Desk
by Fintech News Desk0
Even Financial, the category-leading embedded finance marketplace, and LoansCanada.ca, the leading loan comparison site in Canada, have announced a strategic partnership to help Canadian borrowers find optimal loans and credit solutions. “As the online financial services ecosystem continues to grow rapidly in both the US and Canada, the infrastructure for financial......
TAG Financial Institutions Group Announces Formation of TAG Capital Solutions Group
Finance Investments News

TAG Financial Institutions Group Announces Formation of TAG Capital Solutions Group

Fintech News Desk
by Fintech News Desk0
TAG Financial Institutions Group, LLC (“TAG Financial”), a leading investment banking firm in the Financial and Business Services sectors, announced the formation of TAG Capital Solutions Group, LLC (“TCS”). Latest Fintech Insights: Nexbloc and Arcade Network Partner to Bring Blockchain Domains to Gaming in the Metaverse As a newly formed subsidiary......
NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)
Finance Fintech News

NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)

Fintech News Desk
by Fintech News Desk0
NARSSA and NAPFA to Collaborate on Social Security Education for its Members The National Association of Registered Social Security Analysts (NARSSA), the leader in expert Social Security education, training, and analysis fulfillment for financial professionals, has announced a partnership with the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s......
MSCI Announces Strategic Alliance With Menai Financial Group
Digital Asset Management News

MSCI Announces Strategic Alliance With Menai Financial Group

Fintech News Desk
by Fintech News Desk0
Menai to provide advice to MSCI in connection with its development of digital asset solutions for institutional investors MSCI Inc., a leading provider of critical decision support tools and services for the global investment community, announced its collaboration with Menai Financial Group, a leading provider of institutional-grade digital asset investment......
Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
M&T Bank Expands Financial Access, Removes Language Barriers with 100 New Multicultural Banking Centers
Banking News

M&T Bank Expands Financial Access, Removes Language Barriers with 100 New Multicultural Banking Centers

Fintech News Desk
by Fintech News Desk0
To celebrate its increased focus on cultural fluency and expanded capabilities, M&T Bank will ring the opening bell at the New York Stock Exchange, Thursday, Jan. 13 M&T Bank announced it is expanding the services it provides to communities with high concentrations of ethnic and racial diversity by designating an additional......
Vernon Litigation Group Handling Claims Involving United Planners' Financial Services Broker Aaron Sevigny
Finance News

Vernon Litigation Group Handling Claims Involving Financial Services Broker Aaron Sevigny

Fintech News Desk
by Fintech News Desk0
Vernon Litigation Group, based in Naples, Florida and Kristian Kraszewski, Esq. have joined forces again to file a FINRA arbitration claim involving United Planners’ Financial Services financial advisor Aaron Sevigny. Our client has suffered losses due to alleged improper recommendations in alternative investments. Alternative investments are high risk products that are unsuitable for retirees.......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
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