Search Results for: financial planning

AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative
Fintech News

Life.Money.You. Selects Fintech Platform Paperwork to Power Its Financial Wellness Initiative

PR Newswire
by PR Newswire0
The BCU-led CUSO will leverage Paperwork’s comprehensive technology to expand its mission of financial wellness for all Life.Money.You.– the CUSO formed by BCU to spearhead its financial wellness efforts – has announced its partnership with Paperwork, a comprehensive financial wellness platform focused on improving the financial health of credit union......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
New SailPoint Research Highlights Need for Stronger Identity Security in Financial Services
Finance News

New SailPoint Research Highlights Need for Stronger Identity Security in Financial Services

Business Wire
by Business Wire0
Identity-related breaches are growing in financial services: 93% of respondents report experiencing a breach within the past two years SailPoint Technologies, Inc., a leader in enterprise identity security, released “The state of identity security 2023: A spotlight on financial services,” a comprehensive report highlighting the increased need for strong identity......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite
Finance Investment Services News

Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite

Business Wire
by Business Wire0
With the introduction of Real-Time Approval and the expansion of MoneyGuard Market Advantage, Lincoln highlights its continued commitment to the MoneyGuard suite, its clients and their loved ones Lincoln Financial Group continues to strengthen its MoneyGuard suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage into California.......
DCMcoin Becomes Top-Five Platform for Financial Derivatives in the World
News Trading

DCMcoin Becomes Top-Five Platform for Financial Derivatives in the World

GlobeNewswire
by GlobeNewswire0
The recovery of the global economy constantly enriches the variety of financial trading markets. It advances the development of science and technology, during which more and more digital financial trading platforms are springing up. Among so many financial trading platforms, DCMcoin cryptocurrency exchange, due to its advanced blockchain technology and......
Republic Bank of Chicago partners with DataSeers for Fraud and Compliance Management
Banking News

Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients

Business Wire
by Business Wire0
Republic Bank & Trust Company announces a new partnership with Nest Egg, a digital platform that connects the Bank’s clients with professional financial and investment advisors through a click or a call. “Financial literacy and sound advice are key to ensuring long-term financial success, and Republic’s partnership with Nest Egg......
GBank Financial Holdings Announces GBank Ranks #5 in the CB Top Ten for Its Peer Group
Banking News

GBank Financial Holdings Announces GBank Ranks #5 in the CB Top Ten for Its Peer Group

PR Newswire
by PR Newswire0
GBank Financial Holdings, the parent company for GBank (formerly known as “Bank of George“) (the “Bank”)  announced that GBank is ranked number 5 of 544 U.S. banks in the C-Corp: $500-999 Million peer group within CB Resource’s CB Top Ten™ report for the 4th Quarter of 2022. Latest Fintech Interview: Global Fintech Interview with Lisa......
Climate Risk Management Workshop for Financial Industry Risk Professionals Launched
Fintech News Risk Management

Climate Risk Management Workshop for Financial Industry Risk Professionals Launched

PR Newswire
by PR Newswire0
RMA and McKinsey & Company, as a knowledge partner, announced that they are holding a workshop designed to help bank executives integrate climate risks, opportunities, and regulations into their business decisions and operations. The workshop will take place at The Ritz Carlton New Orleans from April 12-13, 2023. Attendance is......
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