Search Results for: tax planning

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Neeraj Karhade Joins ACA Group as Chief Financial Officer
Finance News

Neeraj Karhade Joins ACA Group as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
ACA Group (ACA), the leading governance, risk, and compliance (GRC) advisor in financial services, announced today that Neeraj Karhade has joined the firm as Chief Financial Officer. Latest Fintech News: Financial Services Companies Early Adopters of Idomoo’s Advanced Interactive Video Technology Neeraj joins ACA with over 20 years of experience......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
by Fintech News Desk0
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
ServiceNow to Acquire Hitch Works to Help Customers Address Talent Gaps
Artificial Intelligence Finance News

ServiceNow to Acquire Hitch Works to Help Customers Address Talent Gaps

Fintech News Desk
by Fintech News Desk0
Acquisition will help companies match people to projects and elevate employee learning, development, and workforce planning ServiceNow announced it has signed an agreement to acquire Hitch Works, a skills mapping and intelligence company. Hitch will add a new layer of AI‑powered skills insights to the industry‑leading Now Platform to help......
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
Six Flags Appoints Gary Mick Chief Financial Officer
Finance News

Six Flags Appoints Gary Mick Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Six Flags Entertainment Corporation the world’s largest regional theme park company and the largest operator of waterparks in North America, today announced that it has appointed Gary Mick as Chief Financial Officer effective June 1, 2022. In his new role, Mr. Mick will have responsibility for the company’s financial strategy,......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
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