Search Results for: financial planning

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
VyStar Credit Union Announces Intent to Merge with 121 Financial Credit Union
Finance News

VyStar Credit Union Announces Intent to Merge with 121 Financial Credit Union

Business Wire
by Business Wire0
VyStar Credit Union announced its intent to pursue a merger with 121 Financial Credit Union. Both headquartered in Jacksonville, Florida, the credit unions have more than 150 years of combined experience serving their members and communities. The transaction is expected to close later this year pending regulatory and member approval......
New Technological Advancements In The Financial Services Industry
Artificial Intelligence Featured Finance Technology

New Technological Advancements In The Financial Services Industry

Pooja Choudhary
by Pooja Choudhary0
In this article, we shall be discussing new tech advancements in the financial sector domain. Five startups in AI domain have been taken as an example to illustrate the tech know-how with their USP highlighted. Below is one on one description along with the author’s screenshot of the same highlighting......
RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
Finance News

RightCapital Introduces “Cash Flow Maps,” Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

PR Newswire
by PR Newswire0
Cash Flow Maps Are the Newest Addition to RightCapital’s Growing List of Data Visualization Tools to Help Financial Advisors Deliver Better Client Experiences RightCapital, the fastest-growing financial planning software for financial advisors, has added Cash Flow Maps, intuitive data visuals for illustrating cash inflows and outflows in financial plans. The......
Forme Financial Raises $18MM, launches as Earned
Fintech News

Forme Financial Raises $18 Million, Launches as Earned

PR Newswire
by PR Newswire0
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development Forme Financial announced that it has officially launched out of Beta as Earned. The company also announced a $12MM Series......
Zayo Group Appoints Jeffrey Noto as Chief Financial Officer
Fintech News

Zayo Group Appoints Jeffrey Noto as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
30-year Verizon veteran joins Zayo Group as the company continues to drive significant growth and network investment  Zayo Group Holdings, a leading global communications infrastructure platform, introduced experienced telecommunications financial executive Jeffrey Noto as its new chief financial officer. In this role, Noto will oversee Zayo’s global finance organization—including accounting,......
New Financial Confidence Survey Reveals Major Gaps in US Residents' Ability To Manage Their Finances
Finance News

New Financial Confidence Survey Reveals Major Gaps in US Residents’ Ability To Manage Their Finances

PR Newswire
by PR Newswire0
New Survey from Unbiased.com Reveals a Third of Americans Blame the Education System For Their Lack Of Confidence In Financial Matters A new survey from Unbiased, the leading source for impartial and independent financial advice in the United Kingdom, which recently launched in the U.S., reveals some concerning shortcomings in the U.S.......
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