Search Results for: retirement plans

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Abbott Launches Blueprint to Help Companies Tackle This Problem
Lending News

Abbott Launches Blueprint to Help Companies Tackle This Problem

PR Newswire
by PR Newswire0
New survey by Morning Consult on behalf of Abbott shows student loans are having a profound and far-reaching impact on young adults and their planning for the future 91% say financial stress is impacting their mental, physical wellness and student loan debt is a key driver of this financial stress......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Strongpoint Partners Announces Partnership with Pension Financial Services
Finance Fintech News

Strongpoint Partners Announces Partnership with Pension Financial Services

Business Wire
by Business Wire0
With the addition of PFS, Strongpoint has 4,000+ plans under administration, clients in over 40 states, and more than $7B in total assets under administration Strongpoint Partners, a tech-enabled financial services platform focused on third-party administration of retirement plans, recordkeeping, payroll and HR solutions for SMBs, announced a new partnership......
Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
by PR Newswire0
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
Many Americans Made Financial Resolutions for the New Year—but Many are Still Missing Significant Savings from Tax-Free Accounts
Finance News

Many Americans Made Financial Resolutions for the New Year—but Many are Still Missing Significant Savings from Tax-Free Accounts

Fintech News Desk
by Fintech News Desk0
Employees feel that their employers should play a significant role in ensuring their financial preparedness for healthcare costs According to a new survey by Alegeus, the market leader in healthcare payment solutions, 66 percent of respondents made finance-related resolutions for 2023 – whether that be saving more (54%), spending less (44%) or......
InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel
Banking Investment Services News

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

Fintech News Desk
by Fintech News Desk0
InCap Group served as exclusive financial advisor to RiverStone Wealth Management InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented RiverStone Wealth Management in its sale to Carnegie Investment Counsel. Established in 2008, RiverStone Wealth Management is an......
Heffernan Financial Services Acquires Osland Financial Group
Fintech News

Heffernan Financial Services Acquires Osland Financial Group

Fintech News Desk
by Fintech News Desk0
Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the United States. Michael Osland has 35 years of experience in......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
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