Search Results for: retirement plan

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology
Finance Investment Services News

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

Fintech News Desk
by Fintech News Desk0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors. Formerly with Cambridge Investment Research, firm president and advisor John Wood, CFP®, CLU®, ChFC®, AIF®, and advisor......
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RetirementInvestments Launches 7 New Personalized Online Financial Calculators

Fintech News Desk
by Fintech News Desk0
RetirementInvestments is pleased to announce the launch of their new financial calculators after working on the development of them for the past year. The 7 new calculators include their Retirement Calculator, Roth IRA Calculator, 401(k) Calculator, Home Affordability Calculator, Capital Gains Tax Calculator, Precious Metals IRA Calculator, and Crypto IRA Calculator. These calculators give website publishers the ability to easily......
Markets News Technology

KlimaDAO Launches Fiat To Retirement Payment Platform For Carbon Offsetting On The Blockchain

Fintech News Desk
by Fintech News Desk0
KlimaDAO, the leading provider of tokenized carbon credits, has today announced the launch of its Fiat to Retirement payment service. It gives users of the tokenized carbon market the ability to offset their carbon credits using fiat payment gateways provided by C3.app and Offsetra LLC. Fiat to Retirement enables tokenized carbon credits to......
InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients
Finance News

InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients

Fintech News Desk
by Fintech News Desk0
NaviPlan by InvestCloud enhancements provide increased financial planning coverage across the wealth spectrum – addressing the most complex needs of HNW individuals with added user journeys and AI-driven personalization InvestCloud, the global leader in digital transformation for the financial industry, announces 80 new features to its digital planning tool NaviPlan,......
HBT Financial, Inc. Announces Chief Financial Officer Transition Plan
Finance News

HBT Financial, Inc. Announces Chief Financial Officer Transition Plan

Fintech News Desk
by Fintech News Desk0
HBT Financial, Inc. the holding company for Heartland Bank and Trust Company (“Heartland Bank”), announced that Matthew J. Doherty, Executive Vice President and Chief Financial Officer, will step down from the Chief Financial Officer position on December 31, 2022, but will remain with Heartland Bank serving as Treasurer as a......
Defined Financial Planning Acquires Annadel Capital
Finance News

Defined Financial Planning Acquires Annadel Capital

Fintech News Desk
by Fintech News Desk0
Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two independent firms joining their knowledge and expertise. Defined Financial Planning’s clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined......
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Banking News

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

Fintech News Desk
by Fintech News Desk0
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients InvestCloud, the global leader in digital transformation for the financial industry, announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients. Latest......
Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business
Finance News

Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced industry veteran, Teresa Hassara, will join the company to lead its workplace savings and retirement business. As a senior vice president in Retirement and Income Solutions (RIS), Hassara will report to Chris Littlefield, president of RIS, effective August 8. Latest Fintech News: Intelligent Banking Solutions. Inc., the......
Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business
Finance News

Principal Financial Group Names Teresa Hassara to Lead US Workplace Retirement Business

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced industry veteran, Teresa Hassara, will join the company to lead its workplace savings and retirement business. As a senior vice president in Retirement and Income Solutions (RIS), Hassara will report to Chris Littlefield, president of RIS, effective August 8. Latest Fintech News: Intelligent Banking Solutions. Inc.,......
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Finance News

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include: Latest Fintech News: Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation......
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