Search Results for: retirement plans

Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees
Banking News

Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees

Fintech News Desk
by Fintech News Desk0
Huntington provides investment management while PAi handles plan administration Small businesses with competitive employer-sponsored retirement programs, Huntington National Bank and PAi Retirement Services have partnered to launch the Huntington 401(k) Center for Business solution designed specifically for business owners and their employees. Latest Fintech News: Rubik Lands $3.5 Million Seed Round......
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......
Lincoln Financial Group Names James Reid Executive Vice President, Head of Workplace Solutions
Finance News

Lincoln Financial Group Names James Reid Executive Vice President, Head of Workplace Solutions

Fintech News Desk
by Fintech News Desk0
Reid joins the company from Versant Health, bringing 30+ years of industry experience Lincoln also names internal leader Ralph Ferraro to head its Retirement business, reporting to Reid Lincoln Financial Group announced that James Reid will be joining the company in August as Executive Vice President, Head of Workplace Solutions,......
PayBito Debuts Desktop App for Its Crypto Exchange with Free Download Option
Cryptocurrency News

PayBito Debuts Desktop App for Its Crypto Exchange with Free Download Option

Fintech News Desk
by Fintech News Desk0
The global cryptocurrency exchange released a free all-in-one desktop application to promote better interaction with crypto enthusiasts and institutional investors. The US-based digital assets exchange PayBito announced the launch of a new desktop application for its crypto trading platform. This new option will allow crypto traders and investors to access the exchange’s......
John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM
Investment Services News

John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management, a company of Manulife Investment Management, recently announced net fee reductions on three funds with a combined total of more than $2.4 billion in assets under management. The reductions reflect contractual modifications to management fee schedules and/or reimbursement expenses for the funds and certain management fee waivers according......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors
InsurTech Investment Services News

Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors

Fintech News Desk
by Fintech News Desk0
Nationwide Advisory VUL allows for management of funds within the product without a life license Nationwide has launched a new variable universal life (VUL) insurance product built specifically for fee-based investment advisors that allows for management of funds within the product without a life license. Nationwide Advisory Variable Universal Life is a......
Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning
Capital Markets Finance News

Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Republic Capital Group congratulates its client Reilly Financial Advisors (“Reilly”) with $2 billion in AUM, on its transaction with Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces......
Creative Planning Acquires Reilly Financial Advisors
Finance Investment Services Investments News

Creative Planning Acquires Reilly Financial Advisors

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under management. Latest Fintech Insights: Payments and DeFi-centric Blockchain,......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
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