Search Results for: retirement plans

Transamerica Unveils Financial Choice IUL
InsurTech News

Transamerica Unveils Financial Choice IUL

Fintech News Desk
by Fintech News Desk0
New index universal life insurance offers opportunity for tax-advantaged choice and flexibility Transamerica announces the availability of the Transamerica Financial Choice IUL, a new index universal life insurance policy to protect beneficiaries while providing flexibility and opportunity for tax-advantaged supplemental income. The Transamerica Financial Choice IUL offers life insurance protection and a......
Over 70% of Millennials Ready to Switch Banks for Better Savings APY, M1 Survey Finds
Finance Investment Services News

Over 70% of Millennials Ready to Switch Banks for Better Savings APY, M1 Survey Finds

Fintech News Desk
by Fintech News Desk0
Only half of US Millennials think their primary financial institution will help them meet their financial goals next year Amid continued inflation and market volatility, a new survey from personal banking and investment platform M1 of over 1,000 US Millennials finds that 71% would consider changing their primary bank or other financial......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Oak Valley Community Bank Announces Promotion
Banking Lending News

Valley First and Oak Valley Community Bank Partner on Community Investment

Fintech News Desk
by Fintech News Desk0
Valley First Credit Union recently accepted its first mission-based deposit from Oak Valley Community Bank in support of the Credit Union’s Community Development Financial Institution (CDFI) initiatives. Social investing typically opens doors for organizations, like Valley First, to continue programs and offerings that are community-minded and help people gain better......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
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,......
Ibexis Life & Annuity Insurance Company Chooses FireLight to Make Selling Annuities Easy
InsurTech News

Ibexis Life & Annuity Insurance Company Chooses FireLight to Make Selling Annuities Easy

Fintech News Desk
by Fintech News Desk0
Ibexis partners with Insurance Technologies to create a cohesive and modernized way for advisors to illustrate and sell annuity products. Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuities insurance industries, announces that Ibexis Life & Annuity Insurance Company™ (“Ibexis”), a leading provider......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
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