Search Results for: financial planning

What 13.6 Million Bank Switchers Tell Us About Financial Loyalty in 2023
Banking Guest Posts Mobile Banking

What 13.6 Million Bank Switchers Tell Us About Financial Loyalty in 2023

Shiva Sharif
by Shiva Sharif0
In 2023, as many as 13.6 million Americans are considering switching banks. In an industry built on long-term relationships, that’s a lot of potential upheaval in an industry that’s already experienced a tremendous amount of disruption. So what can bank marketers and other financial brands learn from these customers who......
New Research by Kroll Finds Over Two-Thirds of Global Executives and Risk Professionals Will Turn to Technology to Counter the Expected Increase in Financial Crime Risks
News Risk Management

New Research by Kroll Finds Over Two-Thirds to Counter the Expected Increase in Financial Crime Risks

Business Wire
by Business Wire0
 Increasing pressure on compliance teams reinforce the need for adoption of technologies that can drive greater efficiencies in risk management, anti-money laundering (AML), sanctions and anti-bribery and corruption programs. Kroll, the leading independent provider of global risk and financial advisory solutions, released its 2023 Fraud and Financial Crime Report which found......
LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
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......
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......
Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
by Business Wire0
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
Lithion Battery Selects OneStream Software to Modernize and Streamline Complex Financial Processes
Finance News

Lithion Battery Selects OneStream Software to Modernize and Streamline Complex Financial Processes

Business Wire
by Business Wire0
Nevada-based manufacturer of battery cells, packs and modules to replace Excel® spreadsheets with OneStream’s Intelligent Finance platform Lithion Battery, a high-tech designer and vertically integrated manufacturer of primary & secondary battery cells, rechargeable & non-rechargeable battery packs and battery modules, has selected corporate performance management (CPM) vendor OneStream Software to streamline and......
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......
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
Growing Concern: Financial Wellbeing is Worsening
Fintech News

Growing Concern: Financial Wellbeing is Worsening

Fintech News Desk
by Fintech News Desk0
Despite the Bank of England’s reality check that people ‘need to accept’ they are poorer, new research reveals inflation and rising costs are hitting people’s wellbeing harder than ever. Latest Fintech Interview: Global Fintech Interview with Peter Barcak, CEO and Co-Founder at credolab The figures indicate financial wellbeing is now the......
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