Tag : Financial Advice

Economic Uncertainty is Reshaping Americans' Money Management Attitudes
Fintech News

Economic Uncertainty is Reshaping Americans’ Money Management Attitudes

PR Newswire
The latest Logica Future of Money Study explores money management trends, with a focus on how Gen Z navigates their finances. The highlights report from the latest Logica Future of Money Study looks at the impact of economy on people’s money management and includes data from a special report on debt.......
Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the U.S.
Finance Investment Services News

Acorns Prioritizes Financial Wellness for Families with Launch of New Premium Tier, Including Access to GoHenry in the US

PR Newswire
Enhanced tier empowers people to manage their money through all of life’s stages with addition of a debit card and financial education app for kids, free life insurance, a complimentary will and more Marking Financial Planning Month in October, Acorns, a savings and investing app, announced a new Premium Tier focused......
New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities
Finance Fintech News

New Thrivent Survey Finds Majority of Americans Are at a Crossroads With Their Financial Priorities

PR Newswire
The current environment has many Americans feeling like they must prioritize certain financial needs and make difficult choices, potentially at the expense of their personal values  According to a new survey by diversified financial services leader Thrivent, the current environment – including mounting concerns over the economy, fear of recession and......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements
Digital Payments News

New Citizens Private Client World Elite Mastercard Brings Innovative Design Elements

Business Wire
Citizens is introducing the Citizens Private Client World Elite Mastercard, the first launch with its exclusive payments partner, Mastercard, and the first card product in the U.S. to include Mastercard’s Touch Card feature. “The launch of the new Citizens Private Client Mastercard is an exciting milestone in our expanded partnership with......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate
Banking News

SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate

PR Newswire
The firm has grown its team to over 70 Technology Investment Banking professionals in the last 18 months. Silverglate marks the franchise’s 16th Senior Managing Director hire SVB Securities, a leading investment bank serving the innovation economy, announced the addition of Scott Silverglate as Senior Managing Director of the firm’s Technology......
Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding
Finance Fintech Funding News

Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding

Fintech News Desk
Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally Asset-Map Holdings, Inc., the premier financial advice engagement experience for financial professionals, announced the close of a $6 million Series B funding round. “First and foremost, we are grateful to our new and existing......
Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
debt collection Finance News

Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
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