Search Results for: retirement plans

Prime Capital Investment Advisors to Join Forces with Financial Network Limited
Investment Services News

Prime Capital Investment Advisors to Join Forces with Financial Network Limited

Fintech News Desk
by Fintech News Desk0
The acquisition expands Prime Capital’s footprint on the East Coast and allows Financial Network Limited to provide more tailored services to clients Prime Capital Investment Advisors (PCIA) has announced its continued strategic expansion on the East Coast with its impending acquisition of Financial Network Limited (FNL). Based in Milford, Connecticut, FNL manages $325......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Beacon Pointe Announces Investment from KKR
Investment Services News

Beacon Pointe Announces Investment from KKR

Fintech News Desk
by Fintech News Desk0
Strategic Partnership to Enhance Growth of Leading Wealth Management Firm and Accelerate M&A Strategy Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC (“Beacon Pointe” or the “Company”) and KKR, a leading global investment firm, announced the signing of a definitive agreement under which KKR will make an investment......
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
by Fintech News Desk0
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
Capital Investment Companies Expands the Financial Leadership Immersion Program
Fintech Investments News

Capital Investment Companies Expands the Financial Leadership Immersion Program

Fintech News Desk
by Fintech News Desk0
Capital Collaborates with the NC State University Poole College of Management Capital Investment Companies, one of the largest independent financial services and brokerage firms in the Southeastern United States, in collaboration with the NC State University Poole College of Management, is pleased to announce the expansion of the Financial Leadership......
Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees
Finance Fintech News

Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees

Fintech News Desk
by Fintech News Desk0
More Employers Offering Financial Wellness Programs, Expanding Types of Wellness Support Bank of America announced findings from its 11th annual Workplace Benefits Report, which revealed 95% of employers feel a sense of responsibility for the financial wellness of their employees, up from 81% in 20151, and more than half (56%)......
Enterprise Financial Services Corp Announces Receipt of Regulatory Approvals for Acquisition of First Choice Bancorp
Banking Finance Fintech News

Enterprise Financial Services Corp Announces Receipt of Regulatory Approvals for Acquisition of First Choice Bancorp

Fintech News Desk
by Fintech News Desk0
Enterprise Financial Services Corp, the holding company of Enterprise Bank & Trust (“EB&T”), announced today that it has received regulatory approval or received a regulatory waiver from the Federal Deposit Insurance Corporation and the Federal Reserve Bank of St. Louis, as applicable, and preliminary approval from the Missouri Division of......
ErisX Joins RITA to Support Crypto Investments for Self-Directed IRAs
Cryptocurrency Investments News Trading

ErisX Joins RITA to Support Crypto Investments for Self-Directed IRAs

Fintech News Desk
by Fintech News Desk0
ErisX announces that it has joined the Retirement Industry Trust Association (RITA) to assist in the education and advocacy of crypto investing for self-directed IRAs. “We are pleased to welcome ErisX as members of the RITA organization to help us raise awareness about crypto for self-directed IRAs” RITA was established......
New Logica Research Study Finds Americans Continue to Rapidly Adopt New Financial Behaviors
Finance Fintech News

New Logica Research Study Finds Americans Continue to Rapidly Adopt New Financial Behaviors

Fintech News Desk
by Fintech News Desk0
Spending, saving and investing are shifting, along with significant growth in adoption of peer-to-peer payments (P2P) and buy now, pay later (BNPL) among Millennials and Gen X According to the new Future of Money Study from Logica Research released, American financial behaviors have dramatically changed over the past year, with significant......
Xiggit
Finance Fintech News

Xiggit Unveils First-of-a-Kind Solution to Help SMEs Offer “Large Company Benefits” to Full-time, Part-time, Contract or Gig Workers

Fintech News Desk
by Fintech News Desk0
Fintech Startup Reflects Shift in Power That Give Workers Personalized, Portable Benefits Xiggit, a next-gen fintech startup modernizing benefits, formally unveiled its solution that delivers for the first time benefits down market. Xiggit’s new offering helps small and medium-sized businesses (SMEs) offer workers a broad set of high-value financial benefits. Xiggit is......
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