Tag : financial planning

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
Finance News

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality

Fintech News Desk
by Fintech News Desk0
Fintech platform celebrates 40th anniversary on top of continued growth of platform Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announces the celebration of 40 years of growth and success in the financial planning sector, along with new one-page summary functionality within......
Bharti AXA Life Champions Female Entrepreneurs This International Women’s Day
InsurTech News

Bharti AXA Life Champions Female Entrepreneurs This International Women’s Day

Fintech News Desk
by Fintech News Desk0
Collaborates with United Way Mumbai to support the women entrepreneurs; Bharti AXA Life’s brand ambassador Vidya Balan pays an ode to women and the company’s efforts to empower women Bharti AXA Life Insurance, a joint venture between Bharti Enterprises, one of India’s leading business groups, and AXA, one of the......
Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
Midwest Bank Partners With Lendsmart to Streamline the Entire Homebuying Journey
Banking News

Midwest Bank Partners With Lendsmart to Streamline the Entire Homebuying Journey

Fintech News Desk
by Fintech News Desk0
Midwest Bank, a locally-owned community bank, providing loans, mortgages, financial planning and investment services throughout central Illinois, has selected Lendsmart, an AI-driven digital lending platform, to improve its digital lending and home buying operations. “With our technology, we’ll be able to help Midwest Bank significantly reduce loan origination processing time......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
Totango to Accelerate Hyper-growth with CFO New Hire
Finance Fintech News

Totango to Accelerate Hyper-growth with CFO New Hire

Fintech News Desk
by Fintech News Desk0
John Yee joins from Aras Corporation, and his success with start-ups and Fortune 500 companies will be key as Totango scales and continues to democratize Customer Success Totango, Inc., the customer success (CS) leader in leveraging data to orchestrate and transform revenue experiences, has tapped John Yee as its Chief Financial Officer.......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services
Finance News

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Fintech News Desk
by Fintech News Desk0
Introducing Women Working in Wealth Award to honor women who inspire, mentor, and strive to advance other women in financial services The American College Center for Women in Financial Services will host its inaugural Women Working in Wealth Summit and Awards Ceremony live in New York City on International Women’s Day, Tuesday,......
Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets
Finance News

Lincoln Financial Network Strengthens Commitment to DEI with New Head of Multicultural Markets

Fintech News Desk
by Fintech News Desk0
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the appointment of Samantha Hunter as Head of Multicultural Markets. In this role, Hunter will focus......
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