Tag : CERTIFIED FINANCIAL PLANNER

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
by Fintech News Desk0
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
CAIS Welcomes Carlyle to SALT NY Alternative Investments Track
Investments News

CAIS Welcomes Carlyle to SALT NY Alternative Investments Track

Fintech News Desk
by Fintech News Desk0
CAIS Platform manager Carlyle to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that global investment firm Carlyle will be participating in the CAIS Alternative Investments Track at SALT NY. The CAIS alternative investment track at SALT will feature Carlyle and other top-tier......
CAIS Welcomes Axonic Capital to SALT NY Alternative Investments Track
Finance Fintech Investments News

CAIS Welcomes Axonic Capital to SALT NY Alternative Investments Track

Fintech News Desk
by Fintech News Desk0
CAIS Platform manager Axonic Capital to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that Axonic Capital (“Axonic”) will be participating in the CAIS Alternative Investments Track at SALT NY. Axonic Capital is a global alternative investment manager with $4.5 billion in AUM. Read More:......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
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