Search Results for: retirement plan

CornerCap Adds Financial Advisor Ian Clemens To Growing Team
Finance Fintech News

CornerCap Adds Financial Advisor Ian Clemens To Growing Team

Fintech News Desk
by Fintech News Desk0
Wealth Advisory Firm Offers Unique Focus on Xennials as Group Reaches Key Financial Milestone CornerCap Wealth Advisors announced the addition of Ian Clemens to the financial services company’s expanding team. As the company’s newest Wealth Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose members are now reaching key financial milestones......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
by Fintech News Desk0
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
People's United Bank Provides Mortgage Financing for Atlantis Management Group
Banking News

People’s United Bank Provides Mortgage Financing for Atlantis Management Group

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A., announced that it served as Lead Arranger and Administrative agent for a credit facility for Atlantis Management Group, a Mt. Vernon, New York headquartered motor fuel distributor and owner and operator of a large network of gasoline service stations, quick serve restaurants and convenience store sites. The facility......
Fifth Third Bank Offers Tools and Tips to Save, Reach Financial Goals
Banking Finance News

Fifth Third Bank Offers Tools and Tips to Save, Reach Financial Goals

Fintech News Desk
by Fintech News Desk0
Smart Savings is latest innovative feature in Fifth Third’s Momentum Savings to create easy, automated saving opportunities A new year can mean a fresh start, new plans and often resolutions. Fifth Third Bank, National Association, keeps adding innovative tools for helping customers make 2022 a year of healthy money habits.......
Financial Pressures Mount Amid Inflation for American Consumers
Finance News

Financial Pressures Mount Amid Inflation for American Consumers

Fintech News Desk
by Fintech News Desk0
NFCC and Wells Fargo survey military and civilian households for a look at the state of financial well-being across the nation. As inflation continues to drain resources from household budgets already stretched from the pandemic, many Americans are more worried about making ends meet compared to 12 months ago. A......
Virgo PR Concludes 2021 With Over $1 Million in Year One Revenues
Blockchain News

Virgo PR Concludes 2021 With Over $1 Million in Year One Revenues

Fintech News Desk
by Fintech News Desk0
Ran Successful Campaigns For Likes of OpenSea, Genies, Upland, Verijet, and Many More Specialized in Traditional Media Placement, Content Creation and Event / Conference Speaker Opportunities Virgo PR, a leading independent PR agency launched a year ago has concluded the first full year in operations and has exceeded $1 Million in revenues......
Following a Mixed Year For the US Wine Industry, Silicon Valley Bank Predicts Generational Shifts and Climate Change Will Be Turning Points for Wine Industry in Years Ahead
Banking Investment Services News

Following a Mixed Year For the US Wine Industry, Silicon Valley Bank Predicts Generational Shifts and Climate Change Will Be Turning Points for Wine Industry in Years Ahead

Fintech News Desk
by Fintech News Desk0
Silicon Valley Bank (SVB), the bank of the world’s most innovative companies and their investors, released its 2022 State of the Wine Industry Report. The 21st edition of the annual report assesses current conditions in the wine industry and provides a unique forecast for the year ahead based on proprietary research and economic......
Amplify Raises $12M Investment for Life Insurance Investment Platform
InsurTech Investment Services Investments News

Amplify Raises $12M Investment for Life Insurance Investment Platform

Fintech News Desk
by Fintech News Desk0
Greycroft and Crosslink co-lead funding round on the next generation permanent life insurance platform. Amplify Life Insurance, a digital life insurance platform focused on helping customers build wealth through permanent life insurance, announced it has raised $12M in Series A funding co-led by Greycroft and Crosslink Capital. Other investors who participated......
InTouch Wealth Advisors Joins Cetera
Finance News

InTouch Wealth Advisors Joins Cetera

Fintech News Desk
by Fintech News Desk0
$186 million Scottsdale practice joins Cetera via Wilde Wealth Management Cetera Financial Group, one of America’s largest networks of financial professionals, announced that InTouch Wealth Advisors, led by industry veteran financial professionals Jason Benedetti, Gus Dekavallas and Larry Ritter, has joined Cetera as part of Wilde Wealth Management. Founded in 2015, InTouch......
GCG Advisory Partners Acquires Branstrom Financial
Finance News

GCG Advisory Partners Acquires Branstrom Financial

Fintech News Desk
by Fintech News Desk0
GCG Wealth Management, an independent, regional financial services firm that manages more than $1.5 billion of total client assets under management and provides acquisition, succession and liquidity deals for advisors who need support prepping for retirement while continuing to work with their clients. GCG Wealth Management announced that 46-year financial services veteran, John......
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