Tag : CFP

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm
Fintech News

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm

PR Newswire
by PR Newswire0
Sanctuary Wealth, home to the next generation of elite advisors, welcomed Chappell Wealth Management as its latest partner firm. The seven-person team based in The Woodlands, Texas, is led by Brent Chappell, CFP, CIMA, Brad Chappell, CIMA, Michael Mills, CFP, and Spencer Carlson, CFA. With close to $1.5 billion in assets under management (AUM), the team......
Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
Fintech News

Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources

Fintech News Desk
by Fintech News Desk0
Financial advisor Matthew De Vries, MBA, CFP, AAMS, joined the independent channel of Ameriprise Financial, from Edward Jones in Fargo, North Dakota. De Vries decided to move his practice to Ameriprise because of the firm’s positive reputation, flexibility, and comprehensive resources – all of which will enable him to provide an......
CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
Finance News

CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession. Latest Fintech News: C2FO and Vic.ai Partner......
Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence
Finance News

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Fintech News Desk
by Fintech News Desk0
Katherine Simmonds selected tru for increased autonomy and an independent support model tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory......
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......
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
Fintech News

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

Fintech News Desk
by Fintech News Desk0
Envestnet, has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX “COVID-19 is redefining many aspects......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Lyle Weintraub, CFP Joins Bleakley Financial
Fintech News

Lyle Weintraub, CFP Joins Bleakley Financial

Fintech News Desk
by Fintech News Desk0
Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP, CLU, ChFC as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Read More: Remitly......
1