Tag : financial goals

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
Smart Money Capital Launches Innovative Technology to Provide the Best Customer Service and Pricing for Unsecured Personal and Business Loans
Lending News

Smart Money Capital Launches Innovative Technology to Provide the Best Customer Service and Pricing for Unsecured Personal and Business Loans

GlobeNewswire
by GlobeNewswire0
Smart Money Capital, a leading provider of unsecured personal and business loans, has officially launched its innovative technology platform. With a commitment to delivering the best customer service, cutting-edge technology, and competitive pricing, Smart Money Capital is poised to become a top player in the lending industry. Smart Money Capital......
Morgan Stanley at Work and Pave Announce API Integration to Bring Real-Time Compensation Benchmarking
Finance News

Morgan Stanley at Work and Pave Announce API Integration to Bring Real-Time Compensation Benchmarking

Business Wire
by Business Wire0
Empowering private companies with one of the world’s largest real-time datasets representing over 6,000+ companies and 600,000+ employee records Morgan Stanley at Work and Pave, a leading provider of real-time compensation benchmarking and planning solutions, announced the launch of an integration with the Shareworks application programming interface (API) which will......
Liberty Home Mortgage Selects Total Expert to Increase Lead Conversion Rate and Drive Marketing Efficiency
Mortgage News

Liberty Home Mortgage Selects Total Expert to Increase Lead Conversion Rate and Drive Marketing Efficiency

Business Wire
by Business Wire0
Liberty Home Mortgage, a growing mortgage lender with loan officers across the country, has partnered with Total Expert to accelerate deal flow, drive efficient marketing activities, and create comprehensive customer profiles to inform hyper-personalized messaging and products. Liberty Home Mortgage joins a growing list of institutions tapping the power of Total Expert,......
J.D. Power Ranks U.S. Bank Highest in Customer Satisfaction for Retail Banking in California
Banking News

J.D. Power Ranks U.S. Bank Highest in Customer Satisfaction for Retail Banking in California

Business Wire
by Business Wire0
An effective mix of digital offerings and a caring team of highly skilled banking professionals has become the formula for customer satisfaction at U.S. Bank in California. For three consecutive years U.S. Bank has received the highest score in California in the J.D. Power 2023 U.S. Retail Banking Satisfaction Study......
Orion180 Group Inc. Raises Additional $42.5 Million of Capital
InsurTech News

Orion180 Group Inc. Raises Additional $42.5 Million of Capital

Business Wire
by Business Wire0
Investment Builds Balance Sheet for Two Full-Stack Carriers Orion180, a premier provider of insurance solutions founded in 2016 to enhance the way agents and consumers purchase and manage insurance, has closed on an inaugural $42.5 million senior secured credit facility led by Regions Bank. “This significant new investment into Orion180......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
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