Search Results for: financial tools

Finance Super App Curve Makes Its First Step Towards Becoming a Financial Marketplace
Digital Wallet Fintech News Technology

Finance Super App Curve Makes Its First Step Towards Becoming a Financial Marketplace

PR Newswire
by PR Newswire0
Curve, the London-based Fintech that combines all your cards and accounts into a single smart card and app, introduces its new app interface, the first phase in its longstanding mission to become an OS for money. The new app has just two tabs, a digital “Wallet,” and a new interface named Launchpad.......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth 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 the assets of Midwest Financial, located in......
PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors
Fintech News

PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors

PR Newswire
by PR Newswire0
PlanScout, a startup founded by fintech and business transformation veterans Raygar Khailany and John Murray, acquired the SIPS Retirement Planning System (SIPS RPS) as part of its strategy to provide outsourced financial planning services to financial advisors. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
MeridianLink Mortgage Partners with Industry Leader to Help Innovative Financial Institutions Profit from Opportunities in Residential Lending
Lending Mortgage News

MeridianLink Mortgage Partners with Industry Leader to Help Financial Institutions Profit from Opportunities in Residential Lending

Business Wire
by Business Wire0
MeridianLink, Inc., a leading provider of modern software platforms for financial institutions and consumer reporting agencies, has partnered with Jim Deitch, Certified Mortgage Banker (CMB), to create a checklist for how innovative financial institutions can profit from opportunities in residential lending. With the increasing demand for efficient, personalized, and user-friendly......
1