Search Results for: retirement plan

Avanta Residential Reaches Financial Close For Homes at Painted Tree in McKinney, Texas
Fintech News

Avanta Residential Reaches Financial Close For Homes at Painted Tree in McKinney, Texas

Fintech News Desk
by Fintech News Desk0
Avanta Residential announced that the firm closed the construction financing for its Painted Tree build-for-rent project with J.P. Morgan.  This marks Avanta’s second project under the Avanta brand in Texas and J.P. Morgan’s first financing in the single-family Build-for-Rent sector. Latest Fintech Insights: Global Retirement Technology Provider Smart Enters Into Agreement to......
BGL Announces the Majority Recapitalization Of Persona Signs By Exeter Street Capital Partners To Form Persona-Triangle
Capital Markets Fintech News

BGL Announces the Majority Recapitalization Of Persona Signs By Exeter Street Capital Partners To Form Persona-Triangle

Fintech News Desk
by Fintech News Desk0
Brown Gibbons Lang & Company (BGL) is pleased to announce the sale of a majority stake of Persona Signs (Persona) to Exeter Image Holdings, LLC, a portfolio company of Exeter Street Capital Partners (Exeter), the private equity affiliate of Patriot Capital Group. Persona will be operated side by side with......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
Long-Term Investors More Likely To Feel Financially Free Than Short-Term Investors, New M1 Finance Survey Finds
Cryptocurrency Investment Services News

Long-Term Investors More Likely To Feel Financially Free Than Short-Term Investors, New M1 Finance Survey Finds

Fintech News Desk
by Fintech News Desk0
Short-term investors more likely to invest in alternative assets like cryptocurrency and collectibles Investors who have reached financial freedom are more likely to apply long-term oriented investment strategies to their portfolio than those who say they are in a state of financial survival , according to a new survey of......
AIG Names Marilyn Hirsch As Senior Vice President, Treasurer
Finance Fintech News

AIG Names Marilyn Hirsch As Senior Vice President, Treasurer

Fintech News Desk
by Fintech News Desk0
Kathleen Carbone Named Chief Accounting Officer American International Group announced that Marilyn Hirsch has returned to AIG as Senior Vice President, Treasurer, effective immediately. She reports to Shane Fitzsimons, Executive Vice President and Chief Financial Officer, AIG. Latest Fintech Insights: CellPoint Digital Secures $25 Million Investment To Boost Global Expansion and......
Bartlett Bearing Honors Longstanding Bartlett Retirees, Welcomes New Faces
Business Fintech News

Bartlett Bearing Honors Longstanding Bartlett Retirees, Welcomes New Faces

Fintech News Desk
by Fintech News Desk0
Bartlett Bearing Company, Inc., a bearing and parts distributor founded in 1951, announced in December the retirement of several longstanding Bartlett employees and welcomed members to its Finance and Sales teams earlier in the year. Latest Fintech Insights: FTFT Subsidiary Launches Cryptocurrency Market Data Platform FTFTX It is with mixed emotion......
Dr. Dennis Noss Is Recognized By Continental Who's Who
Fintech News

Dr. Dennis Noss Is Recognized By Continental Who’s Who

Fintech News Desk
by Fintech News Desk0
Dr. Dennis Noss, MSc., Enrolled IRS Agent and Managing Principal of Cayman Capital Management, Inc, is being recognized by Continental Who’s Who as a Distinguished Executive for his unique work with Retirement Strategies that Minimize Federal Taxation while Maximizing Leveraged Income to Increase Net Worth, and with strategies that can Delay......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
Terminus Capital Partners Acquires Pooled Investment Fund Software Company Delta Data
Fintech Investments News

Terminus Capital Partners Acquires Pooled Investment Fund Software Company Delta Data

Fintech News Desk
by Fintech News Desk0
TAP Software Holdings, an enterprise software investment vehicle managed by Terminus Capital Partners, announced the acquisition of Delta Data, a leading FinTech company specializing in providing back-end solutions processing trillions of dollars in assets for the mutual fund, collective investment trust, and broader public pooled investment fund industry. Founded in 1985,......
Does Budgeting Actually Help People Save Money? This Experiment With a Huge Fintech Company Suggests ... Not.
Analytics Fintech Startups Guest Posts

Does Budgeting Actually Help People Save Money? This Experiment With a Huge Fintech Company Suggests … Not.

Richard Mathera
by Richard Mathera0
This article has been co-authored by Lindsay Juarez, Director Budgeting — tracking expenses and planning how much to spend in specific categories — is often heralded as invaluable. But is it?  To test whether budgeting actually helps people save money or reach financial goals, we partnered with a large fintech......
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