Search Results for: tax planning

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
by Fintech News Desk0
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Finance News

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Fintech News Desk
by Fintech News Desk0
Experts in family/business law; business management; private lending; and CPA services will align cohesively Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a......
Bully Max Wins More Chargebacks Thanks to Partnership with Chargeflow
Finance News

Hetland Team Affiliates with Bleakley Financial Group, Launches Bleakley Financial Twin Cities

Fintech News Desk
by Fintech News Desk0
Twenty-year industry veteran advisor Julie Hetland, CFP, ChFC, CLU, CASL and her husband Jason Hetland, MBA, CEPA have affiliated their wealth management practice with Bleakley Financial Group and established a new office in Minneapolis, MN under the name Bleakley Financial – Twin Cities. Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions......
Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy
Finance Investment Services News

Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy

Fintech News Desk
by Fintech News Desk0
Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity). “American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to profit from these themes,” Daniel P. Wiener,......
Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
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......
MAI Capital Management Acquires Monarch Business & Wealth Management
Investments News

MAI Capital Management Acquires Monarch Business & Wealth Management

Fintech News Desk
by Fintech News Desk0
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division 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 New York Based......
Pure Financial Advisors Announces Newly Minted Chief Solutions Officer Role
News Technology Trading

Pure Financial Advisors Announces Newly Minted Chief Solutions Officer Role

Fintech News Desk
by Fintech News Desk0
Pure Financial Advisors, LLC (“Pure”) announced the launch of a new initiative focused on identifying and implementing cutting-edge technology solutions across its organization. The $3.9 billion RIA is focused on continuing its rapid organic growth while also strategically acquiring other RIAs and expanding its advisor recruiting efforts. Pure also plans to......
B. Riley Expands Corporate Advisory & Valuation Services Practice
Finance News

B. Riley Expands Corporate Advisory & Valuation Services Practice

Fintech News Desk
by Fintech News Desk0
Business Valuation Experts, Dave Bookbinder and Quinn Shearer, join B. Riley Advisory Services B. Riley Financial announced the expansion of its Corporate Advisory and Valuation Services practice with the addition of Dave Bookbinder and Quinn Shearer to B. Riley Advisory Services. Bookbinder and Shearer bring significant business and intangible asset valuation expertise, serving strategic corporate finance......
BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services
Finance Fintech News

BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services

Fintech News Desk
by Fintech News Desk0
New services include support for tax, estate planning and student loan optimization BrightPlan, a leader in Total Financial Wellness, announced that it is expanding global access for its Total Financial Wellness solution, and offering new services that further support and strengthen financial well-being not just for employees, but their entire......
1