Tag : financial planning

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