Search Results for: financial planning

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......
PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly
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PNC Bank Expands Financial Wellness Offerings with PNC Student Debt Solution, Powered by Candidly

PR Newswire
by PR Newswire0
Holistic Platform Developed to Help Employees Plan, Fund, Repay, Save on Education PNC Bank, N.A. announced an expansion of its financial wellness offerings for clients through the introduction of PNC Student Debt Solution, powered by Candidly, a student debt and savings optimization platform. PNC Student Debt Solution offers client company......
CUSO Financial Announces New Partnership with Mobiloil Credit Union
Finance News

CUSO Financial Announces New Partnership with Mobiloil Credit Union

PR Newswire
by PR Newswire0
$1 billion Texas-based financial institution joins broker-dealer with singular focus on credit unions CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), announces a multi-year agreement with Mobiloil Credit Union (Mobiloil) to support and grow its wealth management program. Established in 1935 as Magnolia Employees Beaumont Texas Federal Credit Union, Mobiloil serves......
Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
by PR Newswire0
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
Avii Announces Significant Uplifts to Financial Modules In Avii Workspace Platform for Accounting Firms
Finance News

Avii Announces Significant Uplifts to Financial Modules In Avii Workspace Platform for Accounting Firms

Business Wire
by Business Wire0
Avii, a leading provider of accounting software, announced enhanced Financial Modules within the Avii Workspace platform. The significantly expanded features streamline and automate the processes that range from accomplishing accounting services to tracking financial elements that include project budgets, resource planning and assignments, hours scheduled, time keeping, reporting, billing, utilization,......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
B2B Cloud Featured Fintech Primers

Google FinOps And The Future Of Cloud Financial Operations

Pooja Choudhary
by Pooja Choudhary0
Let’s Discuss Cloud FinOps. It’s an organizational structure and cultural transformation that integrate technology, finance, and business to promote financial accountability and hasten the realization of company value through cloud transformation. FinOps is an evolving cloud financial management discipline and cultural practice that enables organizations to get maximum business value......
FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses
Business Finance News

FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses

Business Wire
by Business Wire0
Company has Evolved Beyond Its ERP Roots and Extended Its PSA Leadership to Offer a Comprehensive Technology Platform for Services Businesses FinancialForce, the platform for services businesses, announced that it has changed its name to Certinia to align with the company’s evolution and delivery of a comprehensive Services-as-a-Business (SaaB) platform.......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
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