Tag : financial planning

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
by Fintech News Desk0
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. announced that financial advisors Laura Burback, AAMS and Kari Brown, AAMS, APMA joined the firm for its client-first culture and technology. The advisors operated separate......
BILL to Acquire Finmark, a Financial Planning and Analysis Software Company
Finance News

BILL to Acquire Finmark, a Financial Planning and Analysis Software Company

Fintech News Desk
by Fintech News Desk0
Innovative budgeting and forecasting solution makes financial planning simple for SMBs BILL, a leader in financial automation software for small and midsize businesses (SMBs), announced it has signed a definitive agreement to acquire Finmark, a leading financial planning software provider that simplifies financial planning and cash flow insights for SMBs.......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Pocketnest Partners with Community Financial Credit Union
Finance Fintech News

Pocketnest Partners with Community Financial Credit Union

Fintech News Desk
by Fintech News Desk0
Fintech releases to 80k members across 13 Michigan branches Pocketnest, the female-founded financial wellness platform, announces its newest financial institution partner, Community Financial Credit Union (CFCU) of Michigan. “Community Financial’s purpose is to create joy and ignite Michinganders’ impossible dreams. Pocketnest aims to elevate our communities’ financial well-being by boosting their confidence in......
Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy
Finance Investment Services News

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Sequoia Financial Group, an SEC-registered wealth management firm with approximately $10 billion in client assets, announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under terms of the agreement, Valeas is committing more than $200......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
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......
1