Search Results for: retirement plans

Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships
Digital Asset Management News

Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships

Fintech News Desk
by Fintech News Desk0
Easterly Asset Management (“Easterly”), a multi-affiliate asset manager of high-performing boutique investment firms, announced the hiring of Michael Burke as Vice President of Intermediary Relationships. Latest Fintech Insights: FinancialForce Partners With Talent Works To Enhance Employer Brand And Grow Engineering Talent “He brings with him a wealth of relationships and experience......
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.......
Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities
Finance News

Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Annual recognition highlights company’s commitment to providing solutions and technologies that help individuals reach financial goals with confidence Voya Financial, Inc. , announced that DALBAR, Inc., an independent research firm that evaluates, audits and rates the business practices of financial institutions, has recognized the company with six separate DALBAR distinctions......
Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
by Fintech News Desk0
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
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......
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......
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......
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......
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,......
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