Tag : financial planning

eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners
Finance News

eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners

Fintech News Desk
by Fintech News Desk0
In 2021, eMoney added 18 new universities and certified more than 600 participants eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced immense growth of its University Program. In 2021, 18 new universities joined the University Program – for a total of......
Cetera Welcomes Industry Veteran Shawn Millerick
Finance News

Cetera Welcomes Industry Veteran Shawn Millerick

Fintech News Desk
by Fintech News Desk0
Millerick & Associates, which manages $190 million, joins Cetera from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Shawn P. Millerick, has joined Cetera Wealth Partners. Millerick & Associates, a New Hampshire-based practice with more than $190 million in assets, focuses on retirement income planning......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Prime Capital Investment Advisors to Join Forces with Financial Network Limited
Investment Services News

Prime Capital Investment Advisors to Join Forces with Financial Network Limited

Fintech News Desk
by Fintech News Desk0
The acquisition expands Prime Capital’s footprint on the East Coast and allows Financial Network Limited to provide more tailored services to clients Prime Capital Investment Advisors (PCIA) has announced its continued strategic expansion on the East Coast with its impending acquisition of Financial Network Limited (FNL). Based in Milford, Connecticut, FNL manages $325......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
Simplicity Acquires Sinclair Financial Solutions and Erin Sinclair and Donald Schneider Become Partners
Fintech News

Simplicity Acquires Sinclair Financial Solutions and Erin Sinclair and Donald Schneider Become Partners

Fintech News Desk
by Fintech News Desk0
The Simplicity Group (“Simplicity”), one of the nation’s leading financial products distribution businesses, announced the acquisition of the combined businesses of Erin Sinclair and Donald Schneider (“S&S”). The St Louis-based company, a financial services firm with a focus on holistic financial planning, is the 32nd company to join the Simplicity group of companies. With the successful closing......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
Evolv Technology Appoints Mario Ramos as Chief Financial Officer
Fintech Investment Services News

Evolv Technology Appoints Mario Ramos as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Company Welcomes Experienced Fortune 5 Executive to Support Growth Plans Evolv Technology, the global leader in weapons detection security screening, today announced the appointment of Mario Ramos to the position of Chief Financial Officer effective November 1, 2021. Mr. Ramos will assume global responsibility for the Company’s accounting, finance, risk......
Wish Appoints Veteran Finance Executive Vivian Liu as New CFO
Commerce Fintech News

Wish Appoints Veteran Finance Executive Vivian Liu as New CFO

Fintech News Desk
by Fintech News Desk0
Finance leader brings more than 20 years of private and public company experience to Wish ContextLogic Inc., one of the world’s largest mobile ecommerce platforms, announced the appointment of Vivian Liu as Chief Financial Officer, effective November 10, 2021. This is the latest in a series of C-suite appointments at......
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