Tag : financial goals

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......
SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.
Finance News

SDR Ventures Advises Phases Accounting & Tax Service, Inc. on Acquisition by Apex Accounting and Tax, Inc.

PR Newswire
by PR Newswire0
SDR Ventures is pleased to announce that Phases Accounting & Tax Service, Inc. has been acquired by Apex Accounting and Tax, Inc.. SDR served as the exclusive sell-side advisor to Phases throughout the transaction process. Founded in 1987 and based in Colorado Springs, Colorado, Phases Accounting & Tax Service has been providing individuals and small......
MoneyLion Partners with Column Tax to Offer Customers Free Tax Services
Finance News

MoneyLion Partners with Column Tax to Offer Customers Free Tax Services

Business Wire
by Business Wire0
With this partnership, eligible MoneyLion users have access to a simplified tax filing process that saves them time and cost associated with similar services MoneyLion Inc., the go-to destination for personalized financial content, financial products and advice, announced it is offering eligible MoneyLion users free tax filing services through its......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Skills-Profit – Trade Your Format With Premium and Advanced Tools on the Market
News Trading

Skills-Profit – Trade Your Format With Premium and Advanced Tools on the Market

Fintech News Desk
by Fintech News Desk0
Skills-Profit.com, a leading trading platform created to support every trader, announces the launch of its automated brokerage services for traders in the stocks and crypto markets. The company is dedicated to providing traders with the tools and resources they need to succeed and achieve their financial goals. The new brokerage......
European Banks Say That Traditional Money Management Tools Are Not Meeting Expectations
Digital Finance News

European Banks Say That Traditional Money Management Tools Are Not Meeting Expectations

Fintech News Desk
by Fintech News Desk0
New report reveals: Fewer than 50% of banks’ customers are engaging with traditional PFM and money management tools Personetics, the global leader in financial data-driven customer engagement for financial services released a report titled Spotlight On Europe: Banks Need To Nurture Customers’ Financial Well-Being. The report, based on a study conducted by Forrester......
Consumer Survey Reveals Key Relationship between Financial Confidence and Credit Scores
Finance News

Consumer Survey Reveals Key Relationship between Financial Confidence and Credit Scores

Fintech News Desk
by Fintech News Desk0
A new survey from FICO uncovered that U.S. Consumers’ feelings about their credit scores are strongly linked to their financial well-being Highlights U.S. consumers feel the toll of the current economic landscape: One-third report that they feel financially insecure and 43% say that the unstable economy is a barrier to......
Plesion Capital Announces Launch and Inaugural Investment
Investment Services News

Plesion Capital Announces Launch and Inaugural Investment

Fintech News Desk
by Fintech News Desk0
Makes first investment in XENO, a fintech platform helping millions in Africa to plan, save and invest Plesion Capital announced its formation as a social impact venture capital firm focused on partnering with mission-based entrepreneurs and companies to combat poverty around the world. Plesion Capital’s strategy is predicated on making......
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