Tag : financial planning

SnapLogic Appoints Ahsan Malik as Chief Financial Officer
Finance News

SnapLogic Appoints Ahsan Malik as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
SnapLogic, a leader in intelligent integration and enterprise automation, has appointed Ahsan Malik as Chief Financial Officer. Malik will be responsible for leading SnapLogic’s global finance and legal organizations as well as financial activities including accounting, reporting, and financial planning and analysis. Malik brings nearly twenty years of experience leading......
Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
by Fintech News Desk0
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients
Finance News

InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients

Fintech News Desk
by Fintech News Desk0
NaviPlan by InvestCloud enhancements provide increased financial planning coverage across the wealth spectrum – addressing the most complex needs of HNW individuals with added user journeys and AI-driven personalization InvestCloud, the global leader in digital transformation for the financial industry, announces 80 new features to its digital planning tool NaviPlan,......
CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
Finance News

CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession. Latest Fintech News: C2FO and Vic.ai Partner......
SolSwipe Offers The First Decentralized Solana Debit Card And Sells Out Its NFTs In Record Time
Finance InsurTech News

FWD Singapore and IPP Financial Advisers Aim to Raise S$1 Million for Distribution to NGOs

Fintech News Desk
by Fintech News Desk0
As part of IPP’s Celebrate 40th, for every critical illness or term policy sold by an IPP adviser from now to 30 June 2023, S$100 will be jointly donated by FWD Singapore and IPP Financial Advisers to NGOs including Special Olympics Asia Pacific FWD Singapore Pte. Ltd. (“FWD”) is partnering......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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,......
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