Search Results for: financial independence

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
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......
MoneyLion Teams Up with A.I. Ben Franklin to Declare the Summer of Financial Freedom
Artificial Intelligence Fintech News

MoneyLion Teams Up with A.I. Ben Franklin to Declare the Summer of Financial Freedom

Business Wire
by Business Wire0
MoneyLion, a leader in financial technology powering the next generation of personalized products and content, is using the power of A.I. to bring back Benjamin Franklin to raise awareness around financial freedom while surprising select social media followers who participate in its latest brand campaign, “Financial Freedom”, that will run from......
SoFi Says It’s Time To Change The Face Of Finance And Highlight Womens’ Financial Success
Artificial Intelligence Finance News

SoFi Says It’s Time To Change The Face Of Finance And Highlight Womens’ Financial Success

Business Wire
by Business Wire0
New SoFi Campaign Challenges Cultural Bias Depicted In Artificial Intelligence and Pledges Ongoing Initiatives to Help Everyone Get Their Money Right SoFi, the digital personal finance company and all-in-one app, announced “Face of Finance”, a new campaign to challenge the bias of Artificial Intelligence (AI) against women and money. When SoFi......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
tru Independence Launches $500 Million Sykon Capital
Fintech News

tru Independence Launches $500 Million Sykon Capital

Business Wire
by Business Wire0
tru Independence, (“tru”) a $10 billion and growing national independent advisory community, announces the launch of Sykon Capital (“Sykon”), the latest firm to join tru’s growing roster of independent advisory businesses. Sykon is the second group from the New York City area to partner with tru in the past three months and signifies......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Financial IT Launches Fintech Pathfinder: Showcasing the Most Promising Fintech Startups
Fintech Fintech Startups News

Financial IT Launches Fintech Pathfinder: Showcasing the Most Promising Fintech Startups

PR Newswire
by PR Newswire0
Financial IT, a leading fintech publication, is excited to announce the launch of its highly anticipated Fintech Pathfinder. This comprehensive report showcases the most promising fintech startups that are revolutionizing the financial services landscape. Alongside the report, Financial IT will also be unveiling a cutting-edge platform that provides detailed information on......
tru Independence Launches truView, Part of Its New EAS Platform
Fintech Investment Services News

tru Independence Launches truView, Part of Its New EAS Platform

Fintech News Desk
by Fintech News Desk0
In a crowded advisory platform landscape, tru understands that advisors crave a partner who cares for them as passionately as they care for and protect their own clients tru Independence, a $9 billion national independent advisory community, announces the launch of truView, which will power a new Experience As a......
Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
Investment Services News

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth

Business Wire
by Business Wire0
Firm looks to expand its retirement plan offering to support small businesses by joining Commonwealth-affiliated office, Integrated Equity Management (IEM). Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Pinnacle Private Wealth of Kimberly, Wisconsin, to its network of......
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