Tag : financial planning

Artificial Intelligence Finance News

Virtualitics Names Craig Rosen as Chief Financial Officer for Next Wave of Growth

PR Newswire
by PR Newswire0
Rosen brings blend of fast growth, public sector and international expertise to help accelerate company expansion Virtualitics, the Mission AI Company, this week announced the appointment of Craig Rosen to Chief Financial Officer. Rosen will be responsible for all aspects of financial planning, capital strategy, accounting, reporting, legal and HR.......
Financial Advisor Kim Ramchandani Joins Cetera from LPL
Finance Investments News

Financial Advisor Kim Ramchandani Joins Cetera from LPL

PR Newswire
by PR Newswire0
Veteran advisor focused on empathetic service, transparent guidance, and lifelong client relationships selects Cetera to support her growth plans Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning that emphasizes education, transparency and long-term client support. She now is affiliating with Cetera after nearly......
Trident Global Advisory Outlines Integrated Business Framework for Scaling Companies with AI and Prudence
Artificial Intelligence Finance News

Trident Global Advisory Outlines Integrated Business Framework for Scaling Companies with AI and Prudence

EIN Presswire
by EIN Presswire0
Toronto-based advisory firm presents a three-pillar model aligning financial planning, operations, brand strategy, and AI for growing businesses. Trident Global Advisory, a Toronto-based consulting firm, is outlining its integrated approach to business advisory services as growing companies increasingly seek alternatives to fragmented consulting and vendor models. The firm works with......
Cloud Bookkeeping Services Strengthen Financial Accuracy and Deliver Real-Time Visibility for U.S. Businesses
Finance News

Cloud Bookkeeping Services Strengthen Financial Accuracy and Deliver Real-Time Visibility for U.S. Businesses

EIN Presswire
by EIN Presswire0
Cloud bookkeeping services that enhance accuracy, visibility, and digital control across modern financial operations. As financial operations become increasingly digital, organizations across the United States are reassessing how they manage daily accounting tasks and long-term recordkeeping. The shift toward automated workflows, remote collaboration, and multi-system environments has created new expectations......
AKW Financial Expands Tax Services to Nonprofit Organizations
Finance News

AKW Financial Expands Tax Services to Nonprofit Organizations

EIN Presswire
by EIN Presswire0
AKW Financial, a leading provider of financial planning, accounting, and business advisory services, announced the expansion of its tax and financial management solutions to include nonprofit organizations. The initiative reflects the firm’s ongoing commitment to empowering clients with financial clarity, compliance, and confidence. Founded by April Pannell, AKW Financial has......
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......
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