Search Results for: retirement plans

TransMedia Group Ensures Media Will Learn About 'Living Benefits' in Insurance Five Rings Financial's Agents Provide
InsurTech News

TransMedia Group Ensures Media Will Learn About ‘Living Benefits’ in Insurance Five Rings Financial’s Agents Provide

PR Newswire
by PR Newswire0
TransMedia Group to represent Five Rings Financial’s Brazillian agency, also known in Florida as “Brazillionaires,” providing thousands of families in several states with income protection in the event of serious illnesses with insurance policies containing “living benefits.” “When Gustavo & Marina Couto launched the Brazillionaires agency in 2014, one of the arms of Five Rings Financial......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
Next-Gen Visionaires Fidelity® Study Reveals How the Next Wave of College Students Are Rewriting the Rules of College Selection for a Brighter Financial Future
Fintech Investment Services News

Fidelity Study Reveals How Next Wave of College Students Are Rewriting Rules of College Selection for Brighter Financial Future

Business Wire
by Business Wire0
Gen-Z Embraces ‘Fear of Losing Out’ on Their College Investment, Yet Many lack Knowledge on Actual Education Costs Most Recent College Graduates Would Reconsider What They Studied to Secure a Better ROI; Still, 65% Agree the Value of a College Education is Worth the Cost Fidelity Offers Resources to Help Families Make......
Reliance Matrix Partners with Zywave, an Insurance Tech Company Providing Innovative, Cloud-Based, DAMS to Brokers
Cloud InsurTech News

Reliance Matrix Partners with Zywave, an Insurance Tech Company Providing Innovative, Cloud-Based, DAMS to Brokers

Business Wire
by Business Wire0
Reliance Matrix, a leading absence and employee benefits company, has partnered with insurance tech company Zywave, the leading provider of cloud-based, digital agency management systems for brokers. Zywave’s CPQ – Employee Benefits solution, which will now feature Reliance Matrix dental and vision products, is designed to make quoting and placing......
Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit
Banking News

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit

Business Wire
by Business Wire0
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert Mechanics Bank has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
Community Bank System, Announces CEO Succession Plan
Banking News

Community Bank System, Announces CEO Succession Plan

Business Wire
by Business Wire0
Community Bank System, announced that Mark E. Tryniski will retire as the Company’s President and Chief Executive Officer (“CEO”) effective as of December 31, 2023. Since August 2006, Mr. Tryniski has served as the President, CEO and Director of the Company and its wholly owned banking subsidiary, Community Bank, N.A.......
Smart Raises $95 Million in Series E Funding
Fintech Funding News

Smart Raises $95 Million in Series E Funding

Business Wire
by Business Wire0
Smart, the London-headquartered fintech transforming the global retirement savings market, announces it has closed its $95m Series E funding in a round led by Aquiline Capital Partners LLC, a private investment firm based in New York and London. Existing investors participating in the round include: Chrysalis Investments, Fidelity International Strategic......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
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