Search Results for: financial coaching

LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
Cross River and Operation Hope Provide Life-Changing Improvement for Consumers’ Financial Health
Finance News

Cross River and Operation Hope Provide Life-Changing Improvement for Consumers’ Financial Health

Business Wire
by Business Wire0
Financial literacy program aided in reducing client debt during challenging environment where Federal Reserve saw consumer credit rates increase Cross River Bank, a technology infrastructure provider that offers embedded financial solutions, is pleased to share mid-year results from its partnership with Operation Hope: HOPE Inside Cross River, which provides life-changing......
KeyBank Partners with Operation HOPE to Provide Homebuyer Education & Financial Education to the Communities it Serves
Banking Finance News

KeyBank Partners with Operation HOPE to Provide Homebuyer Education & Financial Education to the Communities it Serves

PR Newswire
by PR Newswire0
Financial coaches are serving in multiple branches across KeyBank’s footprint to provide one-on-one and group financial assistance and access to programming at no cost KeyBank and Operation HOPE, Inc., a national non-profit dedicated to financial empowerment for underserved communities, recently announced plans to provide access to its HOPE Inside program across three branches in KeyBank’s......
FICO Provides Financial Literacy Empowerment with Free Credit Education Event During Chelsea FC’s Atlanta Stop
Fintech News

FICO Provides Financial Literacy Empowerment with Free Credit Education Event During Chelsea FC’s Atlanta Stop

Business Wire
by Business Wire0
FICO partners with U.S. Soccer Foundation and City of College Park to offer financial educational resources to attendees Global analytics firm, FICO, will host a free Score A Better Future credit education event on July 25, 2023, to provide Atlanta and surrounding area residents with the knowledge and educational tools......
Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities
Fintech News

Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities

Business Wire
by Business Wire0
Massey Henry, one of North America’s leading executive search firms focused on financial services, announced the appointment of a new partner, Charlotte Berry. Also Read: Global Fintech Interview with JB Orecchia, President and CEO of SavvyMoney “Charlotte’s addition to the firm is reflective of our significant growth, as well as the......
Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
by Business Wire0
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank
Banking Finance News

Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank

Business Wire
by Business Wire0
Partnership with Ameriprise Financial expands Happy’s offering and enhances its ability to help more clients reach their financial goals Ameriprise Financial announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial......
Bread Financial Releases 2022 ESG Report, Showcases Progress Amid Multi-Year Business Transformation
Digital Payments Finance News

Bread Financial Releases 2022 ESG Report, Showcases Progress Amid Multi-Year Business Transformation

Business Wire
by Business Wire0
Tenth annual report highlights progress within environmental, social and governance initiatives, while supporting long-term financial and reputational goals Bread Financial, a tech-forward financial services company providing simple, personalized payment, lending and saving solutions, released its 2022 Environmental, Social and Governance (ESG) Performance Report, highlighting the significant progress made against Bread......
Hub Financial Acquires BridgeForce Financial Group In Ontario
Investment Services News

Hub Financial Acquires BridgeForce Financial Group In Ontario

Fintech News Desk
by Fintech News Desk0
Hub Financial Inc., one of Canada’s largest distributors of life insurance and investment solutions, announced that it has acquired, through one of its affiliates, Achievex Financial Services Inc., W.C.S Financial Services Inc., W.C.S. Achievex Inc., Allen Wong & Associates Agency Limited, BridgeForce Financial Group Inc., Cinaber Financial Inc., Ontario East Insurance Agency......
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