Tag : financial planning

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management
Fintech News

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management

GlobeNewswire
by GlobeNewswire0
Seasoned Financial Advisor Jakub Kubrak has launched his own independent Fiduciary firm, Kubrak Wealth Advisors, to simplify complex wealth management topics for everyday individuals. Drawing on more than a decade of experience at top financial institutions, including Fisher Investments, JPMorgan, and Texas Capital Bank, Kubrak now leads his firm with......
Merit Financial Advisors Acquires Obsidian Planning Solutions
Finance News

Merit Financial Advisors Acquires Obsidian Planning Solutions

PR Newswire
by PR Newswire0
Milestone 50th acquisition strengthens firm’s business succession planning offering, adds $476 million in assets and opens two new offices in Maryland Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced that......
Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth
Fintech News

Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth

GlobeNewswire
by GlobeNewswire0
Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM),  announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and Trecaso,......
Flourish Announces Integration with MoneyGuide
Fintech Investment Services News

Flourish Announces Integration with MoneyGuide

GlobeNewswire
by GlobeNewswire0
Partnership Brings Seamless Connection between Flourish Accounts and Envestnet’s MoneyGuide Dashboard Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures,  announced an expanded integration between its cash management and annuities platform offerings, and MoneyGuide, a financial planning platform and......
Americor Appoints Finance Executive Drew Bourne As Senior Vice President Of Strategic Finance And FP&A
Finance Investment Services News

Americor Appoints Finance Executive Drew Bourne As Senior Vice President Of Strategic Finance And FP&A

Cision PRWeb
by Cision PRWeb0
Mr. Bourne to continue leading company-wide financial processes along with long range planning. Americor, a leading provider of consumer financial services, announced the promotion of Drew Bourne from Vice President of Strategic Finance and FP&A to Senior Vice President of Strategic Finance and FP&A. In this new executive role, Bourne will......
Timken Names Michael A. Discenza Chief Financial Officer
Finance News

Timken Names Michael A. Discenza Chief Financial Officer

PR Newswire
by PR Newswire0
The Timken Company, a global technology leader in engineered bearings and industrial motion, announced that its Board of Directors has appointed Michael A. Discenza vice president, chief financial officer and an officer of the company, effective immediately. Discenza has 25 years of experience at Timken in roles of increasing responsibility, including......
Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect
Finance Investments News

Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect

PR Newswire
by PR Newswire0
Northwestern Mutual, a leading financial services company providing comprehensive financial planning through insurance and investments, announced Beth Rodenhuis will join the company as executive vice president – chief operating officer and business architect. In this role, Rodenhuis will be accountable for technology and digital strategy with oversight of strategic execution and......
Quinn Harnesses the Power of AI to Scale Wealth Advisory Beyond Traditional Limits, Emerges from Stealth with $11M Seed Round
Artificial Intelligence Finance Fintech News

Quinn Harnesses the Power of AI to Scale Wealth Advisory Beyond Traditional Limits, Emerges from Stealth with $11M Seed Round

Business Wire
by Business Wire0
Revolutionary platform redefines financial advisory with scalable embedded advice for the masses Quinn, an AI-driven financial planning and advice platform, today announced it has emerged from stealth and raised $11 million in Seed funding led by Viola Fintech with participation of existing investors, to transform how financial institutions deliver personalized......
Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning
Artificial Intelligence Fintech News

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

Business Wire
by Business Wire0
New partnership simplifies advisor workflows, enhances client engagement and keeps financial plans continuously up to date on RightCapital’s platform Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership......
Introducing Lineos, AI Powered by insightsoftware: Transforming Finance Workflows With Actionable Insights
Artificial Intelligence Fintech News

Introducing Lineos, AI Powered by insightsoftware: Transforming Finance Workflows With Actionable Insights

GlobeNewswire
by GlobeNewswire0
Lineos reduces manual tasks and empowers finance teams to boost productivity and uncover hidden potential within their data  insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, announced the launch of Lineos, a suite of AI-driven capabilities designed to enhance insightsoftware’s financial planning and analysis (FP&A),......
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