Tag : financial planning

MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
Defined Financial Planning Acquires Annadel Capital
Finance News

Defined Financial Planning Acquires Annadel Capital

Fintech News Desk
Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two independent firms joining their knowledge and expertise. Defined Financial Planning’s clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined......
JetBlue Names Melinda Maher Vice President, Financial Planning & Analysis and Structural Cost
Finance News

JetBlue Names Melinda Maher Vice President, Financial Planning & Analysis and Structural Cost

Fintech News Desk
JetBlue announced the appointment of Melinda Maher as the airline’s new vice president, financial planning & analysis and structural cost. She will report to Ursula Hurley, JetBlue’s chief financial officer. Latest Fintech News: Nickel Digital Arbitrage Fund Cuts Crypto Volatility by More Than 20X Maher comes to JetBlue from Amazon,......
Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Finance News

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Fintech News Desk
Experts in family/business law; business management; private lending; and CPA services will align cohesively Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice
Finance News

CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice

Fintech News Desk
The CFP Board Center for Financial Planning announced that it has named psychologist and financial educator Matt Goren, Ph.D., CFP® as its Director of Knowledge for Practice, effective June 27. In this role, Goren will lead the development, curation and dissemination of financial planning knowledge to strengthen the academic foundations for......
CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review
Finance News

CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review

Fintech News Desk
The CFP Board Center for Financial Planning announced that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of the Center’s financial planning academic journal, Financial Planning Review. Horan will be responsible for the strategic direction of the journal, including scope of research published, editorial board selection and......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
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