Tag : financial planning

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......
CommScope Announces Finance Function Succession Plan
Finance News

CommScope Announces Finance Function Succession Plan

Fintech News Desk
by Fintech News Desk0
Kyle Lorentzen Appointed Chief Financial Officer CommScope Holding Company, Inc., a global leader in network connectivity, announced a number of changes to its finance functions, including the appointment of Kyle Lorentzen, currently senior vice president and chief transformation officer, as executive vice president and chief financial officer, effective November 1,......
Radiant Logic Expands Executive Team with Appointment of New Chief Financial Officer
Fintech News

Radiant Logic Expands Executive Team with Appointment of New CFO

Fintech News Desk
by Fintech News Desk0
Justin Sollenne Joins Leadership Team to Support Company Expansion Radiant Logic, the enterprise Identity Data Fabric company, announced that Justin Sollenne, a seasoned financial executive, will join its growing leadership team as the Chief Financial Officer. “I am excited to have Justin on board as we map out our strategic......
BrightPlan Announces Strategic Partnership with USI
Fintech InsurTech News

BrightPlan Announces Strategic Partnership with USI

Fintech News Desk
by Fintech News Desk0
BrightPlan, a leader in Total Financial Wellness, announced a strategic partnership with USI Insurance Services, one of the largest insurance brokerage and consulting firms in the world, that will bring financial well-being benefits to more employees across the country. This includes financial planning and investing tools, advice from experienced financial......
DataRails Hires "Dream Team" with New CFO, VP of Sales, VP of Marketing, and VP of Product
Fintech News

DataRails Hires “Dream Team” with New CFO, VP of Sales, VP of Marketing, and VP of Product

Fintech News Desk
by Fintech News Desk0
Leading Financial Planning & Analysis Solution appoints senior leadership team as customer base set to reach 1,300 by end of 2022 DataRails, the leading provider of next-generation financial reporting for SMEs, announced four executive hires as the company’s growth accelerates. The appointments follow DataRails’ latest funding announcement of a $43.5M Series A......
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