Search Results for: financial independence

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Dragonfly Financial Technologies Launches as a Market Leader in Digital Business Banking Solutions
Banking Fintech News

Dragonfly Financial Technologies Launches as a Market Leader in Digital Business Banking Solutions

Fintech News Desk
by Fintech News Desk0
Large base of commercial bank customers in 11 countries with $6 trillion in combined assets to benefit from laser-like focus on API strategy, innovation and customer success Dragonfly Financial Technologies Corp., a digital banking and treasury management fintech, announced its official launch as an independent company following the completion of One Equity......
CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
Finance News

CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession. Latest Fintech News: C2FO and Vic.ai Partner......
LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Doma Technology-First Title Solution Enables Financial Freedom for Point Home Equity Customers
Finance News

Doma Technology-First Title Solution Enables Financial Freedom for Point Home Equity Customers

Fintech News Desk
by Fintech News Desk0
Doma Holdings, Inc. a leading force for disruptive change in the real estate industry announced that Point, a home equity financial platform, is leveraging the Doma Intelligence platform to quickly scale its operations and provide more financial freedom to its customers. Through Doma’s machine learning-driven Intelligence Platform, Point is experiencing......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
QNET Launches FinGreen Financial Literacy Programme to Empower Women and Youth in Emerging Economies
Fintech News

QNET Launches FinGreen Financial Literacy Programme to Empower Women and Youth in Emerging Economies

Fintech News Desk
by Fintech News Desk0
Direct selling company rolls out pilot in Turkey and Nigeria to increase financial inclusion for marginalised communities  Developing financial knowledge, skills, and habits are important stepping stones in young people’s path to independence and inclusion. According to the Organization for Economic Co-operation and Development[1], financial literacy is essential for economic stability and growth, especially among youth......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Frontera Announces Chief Financial Officer (CFO) Transition And Changes To Committee Membership
Finance News

Frontera Announces Chief Financial Officer (CFO) Transition And Changes To Committee Membership

Fintech News Desk
by Fintech News Desk0
Current Frontera Board Member René Burgos Díaz Appointed As Frontera’s New CFO Alejandro Piñeros Leaving Frontera Effective June 3, 2022  Frontera Energy Corporation  announced that Mr. René Burgos Díaz, who was until today a director of the Company, has been appointed the Chief Financial Officer of the Company effective June 3, 2022. He......
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