Tag : financial planning

Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude
Finance Fintech News

Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude

PR Newswire
by PR Newswire0
Invesco Ltd., a leading global asset management firm, announced it is working with Anthropic to bring its data to support portfolio intelligence and practice management available through Claude for Financial Advisors. Invesco’s new connector will provide a toolkit that helps advisors strengthen their business and client relationships. “Leading technology should......
Simplicity Group Acquires MAIA Wealth, Expanding Wealth Management Capabilities with New Denver Team
Finance Investment Services News

Simplicity Group Acquires MAIA Wealth, Expanding Wealth Management Capabilities with New Denver Team

PR Newswire
by PR Newswire0
Simplicity Group (“Simplicity”), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, announced the acquisition of MAIA Wealth, a prominent Denver-based independent financial advisory firm. As part of the transaction, key members of the MAIA Wealth team will transition to operate under the new......
Income Lab Launches Withdrawal Optimizer to Help Advisors Determine How to Fund Unplanned Client Withdrawals
Finance Fintech News

Income Lab Launches Withdrawal Optimizer to Help Advisors Determine How to Fund Unplanned Client Withdrawals

GlobeNewswire
by GlobeNewswire0
New capability identifies which accounts and holdings to draw from, calculates withholding and estimated tax payments, and evaluates the impact on a client’s existing plan, taxes and Medicare premiums Income Lab, a leading provider of financial planning and income distribution software for financial advisors, launched the Withdrawal Optimizer, a new......
Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA
Finance Fintech News

Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA

PR Newswire
by PR Newswire0
After building their businesses over two decades, the advisors chose Cetera’s Summit community for its high-touch service, flexibility and commitment to helping advisors operate their way Cetera welcomes financial advisors Jim Tucker, CFP®, CRPS®, and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in AUA1.......
Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices
Finance Investments News

Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices

Business Wire
by Business Wire0
New curated growth program pairs Asset-Map’s visual planning platform with best-in-class advisor growth tools — including the debut of Growth Studio, Asset-Map’s subscription marketing program for advisors. Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, announced the launch of Asset-Map Growth Partners, a curated program......
CleanSpark Appoints Ruben Sahakyan as Senior Vice President of Finance
Finance News

CleanSpark Appoints Ruben Sahakyan as Senior Vice President of Finance

PR Newswire
by PR Newswire0
Seasoned Investment Banking Executive Brings Deep Sector Experience and Capital Markets Expertise to Support CleanSpark’s Growth in AI Infrastructure CleanSpark, Inc., a market-leading data center developer, announced the appointment of Ruben Sahakyan as Senior Vice President of Finance. Sahakyan has already joined the Company and will lead CleanSpark’s Capital Markets,......
AdvisureIQ Partners With Centage to Deliver Integrated FP&A for Mid-Market Organizations
Finance Fintech News

AdvisureIQ Partners With Centage to Deliver Integrated FP&A for Mid-Market Organizations

PR Newswire
by PR Newswire0
Partnership combines planning advisory expertise with cloud-based budgeting and forecasting platform to help finance teams move beyond spreadsheets AdvisureIQ announced a strategic partnership with Centage, a leader in modern financial planning and analysis (FP&A) software. The partnership integrates Centage’s cloud-based budgeting, forecasting, and reporting platform into AdvisureIQ’s planning advisory and......
Kristina Ickes Named an Inaugural Member of the New Hampshire Financial Educators Council Expert Advisory Board
Finance News

Kristina Ickes Named an Inaugural Member of the New Hampshire Financial Educators Council Expert Advisory Board

EIN Presswire
by EIN Presswire0
Kristina Ickes, MBA, CFEI® – an innovative finance, public policy, and health/human services leader – has been selected as an inaugural member of the New Hampshire Financial Educators Council (NHFEC) Advisory Board, according to a statement the organization released today. Kristina Ickes holds an MBA from the University of Phoenix and a dual......
Pittsburgh Wealth Management Group Named 2026 Best Financial Institution in Sewickley
Finance News

Pittsburgh Wealth Management Group Named 2026 Best Financial Institution in Sewickley

EIN Presswire
by EIN Presswire0
Michael Battalini’s Pittsburgh Wealth Management Group earns 2026 recognition for retirement income and asset protection services Pittsburgh Wealth Management Group has been named the 2026 Best Financial Institution in Sewickley, Pennsylvania by BusinessRate, a business recognition platform powered by verified consumer reviews and public rating data. The award recognizes financial institutions......
Switch-IO and Raise Announce Partnership to Deliver Real-Time Financial Visibility for Growing Companies
Artificial Intelligence Finance News

Switch-IO and Raise Announce Partnership to Deliver Real-Time Financial Visibility for Growing Companies

EIN Presswire
by EIN Presswire0
Raise will introduce the Switch-IO platform to Raise’s customers, enhancing it’s offering with real-time visibility into critical business and financial KPIs. Switch-IO, an AI-powered financial planning and analysis (FP&A) platform, announced a strategic partnership with Raise, a financial services company supporting growing businesses in Israel. Under the partnership, Raise will......
1