Tag : financial goals

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Finance News

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Fintech News Desk
by Fintech News Desk0
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets. “The Canton Wealth Partners team......
Questis Introduces, Communities: A Members-Only Financial Support Network
Finance News

Questis Introduces, Communities: A Members-Only Financial Support Network

Fintech News Desk
by Fintech News Desk0
Questis takes the next step forward in financial wellness technology with the addition of a complimentary support network necessary for changing financial behaviors Today, financial empowerment company, Questis, announces the launch of Communities to their financial empowerment services. Questis Communities is a members-only, peer-support network that brings together people who......
UBS launches US Equity-Focused Climate Aware Equity Index to help investors eet Environmental And Financial Goals
Investment Services News

UBS launches US Equity-Focused Climate Aware Equity Index to help investors eet Environmental And Financial Goals

Fintech News Desk
by Fintech News Desk0
UBS announced the launch of the US version of the UBS Climate Aware Equity Index, which is a rules-based strategy that aims to provide investment exposure to the long-term theme of transitioning to a low carbon and climate resilient economy. Latest Fintech News: Unblu Brings Conversational Banking with a Human Element......
LGBTQ+ Community Falling Behind on Financial Security
Finance News

LGBTQ+ Community Falling Behind on Financial Security

Fintech News Desk
by Fintech News Desk0
New study: Only half of LGBTQ+ individuals report feeling confident in their ability to save for retirement LGBTQ+ Americans are less likely to be on track to meet their financial goals, have the capacity to absorb unexpected expenses, or feel confident in their ability to save for retirement compared to......
ONEIL Selects Wright-Patt Credit Union as New Financial Institution
Finance News

ONEIL Selects Wright-Patt Credit Union as New Financial Institution

Fintech News Desk
by Fintech News Desk0
New partnership creates savings, aligns employee-focused cultures ONEIL & Associates (ONEIL), has selected Wright-Patt Credit Union (WPCU) as its new financial institution. The new partnership creates important savings for ONEIL, aligns employee-focused cultures and fortifies a business relationship that benefits the Dayton community. ONEIL began working with WPCU in mid-February and will use......
Market Demand Increases for Financial Planning That Goes Beyond Just Money
Finance Fintech News

Market Demand Increases for Financial Planning That Goes Beyond Just Money

Fintech News Desk
by Fintech News Desk0
Equitable announces unique partnership with Columbia University that teaches advisors to connect clients’ life goals and dreams to long-term financial planning Equitable, a leading financial services company and subsidiary of Equitable Holdings, has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific......
Kin Insurance, Inc. and Omnichannel Acquisition Corp. Mutually Agree To Terminate Business Combination Agreement
InsurTech News

D2C Insurtech Company Kin Insurance Grows Total Written Premium by 230% YoY

Fintech News Desk
by Fintech News Desk0
Kin Exceeds Expectations in First Quarter 2022, Moves Closer to $250M Annual Goal Kin Insurance, the direct-to-consumer home insurance company built for every new normal,  announced select preliminary operating results through the first quarter ended March 31, 2022: “We showed meaningful operating leverage as we experienced revenue growth and narrowed......
Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom
Finance News

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom

Fintech News Desk
by Fintech News Desk0
At Fiat Wealth Management, they work every day to help clients achieve their financial goals and create a roadmap to success. And for many people, that begins with developing an effective budget. Budgeting is one of the most important ways to gain financial freedom and live the life you truly desire.......
New Book, Your Essential Guide to Sustainable Investing, Launches Today
Investment Services News

New Book, Your Essential Guide to Sustainable Investing, Launches Today

Fintech News Desk
by Fintech News Desk0
The definitive guide to sustainable investing that investors need Samuel Adams, CEO of Vert Asset Management, is pleased to announce the launch of a new book: Your Essential Guide to Sustainable Investing: How to Live Your Values and Achieve Your Financial Goals with ESG, SRI, and Impact Investing. Renowned American economist Burton Malkiel......
H&R Block Study Shares How Americans Use Their Tax Refunds
Finance News

H&R Block Study Shares How Americans Use Their Tax Refunds: Majority Use It to Get Caught Up On Finances

Fintech News Desk
by Fintech News Desk0
Taxpayers who have their tax refund directly deposited to their Spruce account can receive their federal tax refund up to five days sooner Receiving an annual tax refund is a significant financial event for most Americans. But when it comes to determining what to do when the refund comes, many......
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