Tag : financial education platform

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
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CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
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Bank of America Launches Life Plan to Help Clients Prioritize Their Financial Goals and Understand Steps Toward Achieving Them

Fintech News Desk
by Fintech News Desk0
Available Online and Within the Mobile App, Personalized Digital Experience Enables Clients to Turn Goals into Actions Bank of America today announced the launch of Life Plan®, a new digital experience through which clients can set and track near- and long-term goals based on their life priorities, and better understand......
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