Search Results for: financial advice

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix
Finance News

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix

Business Wire
by Business Wire0
Serves as ‘catalyst’ to strengthen FPAGP’s initiatives in professional development for its approximately 400 members Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
IFRC Launches Groundbreaking Financial Mechanism to Transform Disaster Response
Fintech News

IFRC Launches Groundbreaking Financial Mechanism to Transform Disaster Response

Business Wire
by Business Wire0
The International Federation of Red Cross and Red Crescent Societies (IFRC), in collaboration with global professional services firm Aon, Lloyd’s Disaster Risk Facility and the Centre for Disaster Protection, has announced a pioneering approach to disaster response. The groundbreaking risk transfer mechanism will ensure swift and agile support is available......
Research & Ranking Launches India's AI-Driven Financial Mentors Vasu and Vidya
Finance News

Research & Ranking Launches India’s AI-Driven Financial Mentors Vasu and Vidya

Fintech News Desk
by Fintech News Desk0
Research & Ranking, the equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, with Teacher’s Day around the brand has launched India’s AI-driven financial Mentors Vasu and Vidya. Designed to empower individuals with comprehensive financial insights through engaging and visually appealing snackable content. Vasu and Vidya are......
Conquest Planning and CapIntel Collaborate to Help Financial Advisors
Fintech News

Conquest Planning and CapIntel Collaborate to Help Financial Advisors

Business Wire
by Business Wire0
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
Citi Simplifies Retail Banking to Help Customers Achieve Their Financial Potential
Banking News

Citi Simplifies Retail Banking to Help Customers Achieve Their Financial Potential

Business Wire
by Business Wire0
Citi’s U.S. Retail Bank introduces simplified banking, a more straightforward way of banking. By retiring account packages and introducing Relationship Tiers, Citi is streamlining its benefits and services and enhancing the customer experience. New customers can benefit from these changes immediately and Citi will begin converting existing customers to simplified......
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