Search Results for: financial coaching

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program
Finance News

Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program

Fintech News Desk
by Fintech News Desk0
The CFA Credit Academy will train student credit ambassadors to promote credit health and knowledge Almost half of all college students say money management is a bigger challenge than any other they may face, according to the U.S. Department of Education. To empower students as they embark on their higher education......
Questis Introduces, Communities: A Members-Only Financial Support Network
Finance News

Questis Introduces, Communities: A Members-Only Financial Support Network

Fintech News Desk
by Fintech News Desk0
Questis takes the next step forward in financial wellness technology with the addition of a complimentary support network necessary for changing financial behaviors Today, financial empowerment company, Questis, announces the launch of Communities to their financial empowerment services. Questis Communities is a members-only, peer-support network that brings together people who......
Revere Partners Appoints Renowned Dental and Financial Experts to Help Reach Fund Goal of $200 Million AUM
Fintech News

Revere Partners Appoints Renowned Dental and Financial Experts to Help Reach Fund Goal of $200 Million AUM

Fintech News Desk
by Fintech News Desk0
American Dental Association’s Former Executive Director Kathy O’Loughlin and Dental Innovator Ed Zuckerberg among venture partners and financial experts guiding first independent, open fund focused on driving innovation to oral health tech market Revere Partners, the first and only independent venture capital fund focused exclusively on oral health, announced its......
Stackin’ Partners with MX to Scale Financial Wellness
Finance News

Stackin’ Partners with MX to Scale Financial Wellness

Fintech News Desk
by Fintech News Desk0
Stackin’, a new app designed to help users understand and improve their relationship with money, has partnered with MX, a leader in Open Finance, to enable secure financial data sharing and account connectivity within the Stackin’ app. Latest Fintech News: Cardknox Announces Integration with the Verifone M400 and e285 Payment Terminals “By......
Lendmark Financial Services Selects AskNicely to Elevate Its Customer Experience and Empower Employees
Finance News

Lendmark Financial Services Selects AskNicely to Elevate Its Customer Experience and Empower Employees

Fintech News Desk
by Fintech News Desk0
Leading consumer finance company leverages the world’s first Frontline Success Platform to help managers better coach and reward loan consultants across locations, enhancing NPS scores considerably AskNicely, a leader in customer experience software for service businesses, announced that Lendmark Financial Services, a leading provider of household credit and consumer loan......
NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers
Finance News

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers

Fintech News Desk
by Fintech News Desk0
NBA Legend Tony Parker to Continue as Founding Partner, Veteran Sports Business Executive Aaron Ryan Named President NorthRock Partners is announcing NorthRock X, a new division of NorthRock dedicated to supporting athletes and entertainers through a first of its kind Personal Office® and suite of financial and lifestyle services. NorthRock X......
Aidaly Raises $8.5 Million in Funding to Provide Compensation and Financial Services to Family Caregivers
Fintech Funding News

Aidaly Raises $8.5 Million in Funding to Provide Compensation and Financial Services to Family Caregivers

Fintech News Desk
by Fintech News Desk0
Led by Reddit co-founder Alexis Ohanian, funds will be used to expand Aidaly’s offering to new markets Aidaly, a service that provides compensation and financial services to family caregivers, announced it has raised $8.5 million in funding. The financing was led by Alexis Ohanian’s Seven Seven Six, with participation from Lightspeed Venture Partners, Operator Partners, Precursor Ventures, Primetime......
PRA Group Expands Employee Benefits to Include Financial Wellness Program
Finance News

PRA Group Expands Employee Benefits to Include Financial Wellness Program

Fintech News Desk
by Fintech News Desk0
PRA Group, Inc. a global leader in acquiring and collecting nonperforming loans, today announced it will partner with Truist to offer U.S. employees a financial wellness program to build financial confidence. Latest Fintech News: ServiceNow to Acquire Hitch Works to Help Customers Address Talent Gaps The 2018 National Financial Capability Study found that financial......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
1