Tag : Finances

LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Customers Demand More From Banks as Cost-of-Living Crisis Bites
Banking News

Customers Demand More From Banks as Cost-of-Living Crisis Bites

Fintech News Desk
by Fintech News Desk0
New study of 5,000 banking customers reveals they feel their bank hasn’t been proactive enough in supporting them through the worst economic crisis in decades Most customers have had no communication from their bank in recent months with guidance on managing their finances at this difficult time and feel their......
Norma Turkey’s First Neobank for Freelancers, Sole-Traders, and Micro-SMBs Launches Platform to Help Manage their Business and Finances
Banking News

Norma Turkey’s First Neobank for Freelancers, Sole-Traders, and Micro-SMBs Launches Platform to Help Manage their Business and Finances

Fintech News Desk
by Fintech News Desk0
With a mission to change banking and financial management for small businesses and freelancers, Norma combines finance and accounting services on a single platform to create a simple, transparent, and efficient solution beyond traditional banking. Norma, an all-in-one banking, accounting, and business services platform, has seen interest from members early......
Monarch Private Capital Announces Financial Closing of 450 MW Wind Portfolio
Finance News

Monarch Private Capital Announces Financial Closing of 450 MW Wind Portfolio

Fintech News Desk
by Fintech News Desk0
The firm expands its breadth and depth of growing renewable energy division with its first wind power project Monarch Private Capital, a nationally recognized ESG investment firm that develops, finances and manages a diversified portfolio of projects that generate both federal and state tax credits, is pleased to announce the......
First-time Homebuyers Daunted by Competitive Housing Market and Rising Home Prices but Lack Preparation, TD Bank Survey Finds
Finance Mortgage News

First-time Homebuyers Daunted by Competitive Housing Market and Rising Home Prices but Lack Preparation, TD Bank Survey Finds

Fintech News Desk
by Fintech News Desk0
First-time homebuyers are feeling anxious and unprepared in this highly competitive housing market, according to a new survey from TD Bank, America’s Most Convenient Bank. TD’s First-Time Homebuyer Pulse found that despite a desire to make a purchase, nearly three in 10 (29%) of Americans hoping to buy feel this is an......
Credit Karma Flips the Script on Tax This Season
Finance News

Credit Karma Flips the Script on Tax This Season

Fintech News Desk
by Fintech News Desk0
Credit Karma launches new tax experience to help its members in the U.S. seamlessly file their taxes through Intuit TurboTax integration and get faster access to their refund through early deposit and refund advance programs Credit Karma, the consumer technology platform with more than 110 million members in the U.S.,......
New Holiday Campaign Shows Affirm is the Smart Way to Pay this Holiday Season
Digital Payments News

New Holiday Campaign Shows Affirm is the Smart Way to Pay this Holiday Season

Fintech News Desk
by Fintech News Desk0
“Holiday Smart” explores the stupid sh*t that happens during the holidays, and how paying over time with Affirm is the one smart thing people can do Affirm, the payment network that empowers consumers and helps merchants drive growth, unveiled “Holiday Smart,” a new campaign that calls out the stupid mistakes......
J.P. Morgan Hosts First Investing Forum for Black and Latina Women
Banking Finance Fintech News

J.P. Morgan Hosts First Investing Forum for Black and Latina Women

Fintech News Desk
by Fintech News Desk0
Black and Latina social media influencers to share intimate stories about money and tips on building wealth J.P. Morgan Wealth Management is hosting its inaugural investing event for Black, Latina and Hispanic women and their allies to share intimate stories and lessons about money, growing their business and investing to build......
Deluxe President and CEO Barry C. McCarthy Writes Book to Help Small Businesses Grow and Thrive
Fintech News

Deluxe President and CEO Barry C. McCarthy Writes Book to Help Small Businesses Grow and Thrive

Fintech News Desk
by Fintech News Desk0
Respected small business and fintech expert provides best practices and innovative solutions to overcome challenges in an uncertain market Deluxe, a Trusted Payments and Business Technology™ company, launched President and CEO Barry C. McCarthy’s compelling new book, “Small Business Revolution: How Owners and Entrepreneurs Can Succeed.” This valuable resource for......
Wells Fargo Introduces Reflect, a New Credit Card that Rewards Cardholders for On-Time Payments
Banking Finance News

Wells Fargo Introduces Reflect, a New Credit Card that Rewards Cardholders for On-Time Payments

Fintech News Desk
by Fintech News Desk0
The new card debuts as the second in new multi-card suite; reinforces the bank’s sharpened focus on growing credit cards Wells Fargo & Company announced the launch of the second card in the rollout of its new portfolio of consumer credit cards, the Wells Fargo Reflect Card. Available today, Reflect is......
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