Search Results for: financial success

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

Fintech News Desk
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries
Finance News

AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries

Fintech News Desk
AM Best has upgraded the Financial Strength Rating to A (Excellent) from A- (Excellent) and the Long-Term Issuer Credit Rating to “a” (Excellent) from “a-” (Excellent) for the life/health subsidiaries of CNO Financial Group, Inc. (headquartered in Carmel, IN) [NYSE: CNO]. These subsidiaries are referred to collectively as CNO Financial......
Square Announces Official Launch In Spain After Successful Early Access Programme
Digital Payments Fintech News

Square Announces Official Launch In Spain After Successful Early Access Programme

Fintech News Desk
Starting , Spanish entrepreneurs will have access to Square’s wide range of software, hardware and payment solutions to help them start, run or grow their businesses Square’s Early Access Programme, which started in September 2021, allowed Spanish businesses to test Square’s integrated omnichannel solutions Square, the company specialising in software,......
Announcing Pallo.com, The First All-in-one Financial Platform For Freelancers
Finance Fintech News

Announcing Pallo.com, The First All-in-one Financial Platform For Freelancers

Fintech News Desk
Through Pallo’s AI integrated app, it manages all business and personal finances, accounting, and taxes in one place. Its innovative solution helps alleviate financial management obstacles with its all-in-one SaaS financial platform for freelancers. COVID has expedited the transition to remote working as workers nationwide moved from traditional jobs to......
Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform
Fintech News

Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform

Fintech News Desk
Gerald Kleber, Dustin Carr and Tad Lyle join Advisor Group through SagePoint Financial and The AmeriFlex Group. Advisor Group, the nation’s largest network of independent wealth management firms, announced its successful partnership with three financial advisors who oversee $481 million in total client assets. Latest Fintech Insights: Marco Financial Partners with DP......
TopLine Federal Credit Union Sponsors Student-Led Financial Literacy Research
Digital Finance News

TopLine Federal Credit Union Sponsors Student-Led Financial Literacy Research

Fintech News Desk
Wayzata High School students partner with TopLine to design tools to teach financial literacy Twin Cities-based member-owned cooperative TopLine Federal Credit Union partnered with a group of students from Wayzata High School to research youth financial literacy awareness and create tools to help improve it. The students are part of Wayzata High School’s Compass Program,......
The Financial Times Opts to Partner With Brand Metrics for Brand Lift Measurement Globally
Finance Fintech News

The Financial Times Opts to Partner With Brand Metrics for Brand Lift Measurement Globally

Fintech Staff Writer
The FT has chosen to work exclusively with Brand Metrics for all digital brand lift measurement  Global technology company, Brand Metrics, which works with publishers to demonstrate the effectiveness of digital advertising, has announced it is to continue its longstanding partnership with the Financial Times (FT), following a highly successful......
Financial Services Industry Ranks Ninth out of 10 Industries in MBLM's Brand Intimacy COVID Study
Finance Fintech News

Financial Services Industry Ranks Ninth out of 10 Industries in MBLM’s Brand Intimacy COVID Study

Fintech News Desk
Despite Low Ranking, Positive Emotional Connections and Daily Usage Are on the Rise The financial services industry ranks ninth out of the 10 industries reviewed in MBLM’s Brand Intimacy COVID Study, which analyzes brands based on emotional connections in the second year of the pandemic. USAA remains in first place, followed by PayPal......
TAG Financial Institutions Group Announces Formation of TAG Capital Solutions Group
Finance Investments News

TAG Financial Institutions Group Announces Formation of TAG Capital Solutions Group

Fintech News Desk
TAG Financial Institutions Group, LLC (“TAG Financial”), a leading investment banking firm in the Financial and Business Services sectors, announced the formation of TAG Capital Solutions Group, LLC (“TCS”). Latest Fintech Insights: Nexbloc and Arcade Network Partner to Bring Blockchain Domains to Gaming in the Metaverse As a newly formed subsidiary......
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