Tag : financial goals

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......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro
Finance Mobile Banking News

H&R Block Customers Can Now Open a Spruce Account When Working with a Tax Pro

GlobeNewswire
by GlobeNewswire0
Customers may get their federal tax refund up to five days early¹ when deposited to their Spruce account For the more than two-thirds2 of Americans who get money back at tax time, a refund can be a great opportunity to get ahead financially. Each year, H&R Block helps millions of people navigate their......
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