Tag : financial planning

Zoe Financial Announces Record Quarter Milestones
Finance Fintech News

Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country Zoe Financial, a digital marketplace that empowers consumers to find the best and most trustworthy financial advisor for them,......
eBay Names Steve Priest Chief Financial Officer
Finance Fintech News

eBay Names Steve Priest Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Accomplished leader brings a wide range of strategic business and financial experience eBay Inc. announced it has named Steve Priest Chief Financial Officer. In this role, Steve will oversee all global aspects of eBay’s financial operations including controllership, financial planning and analysis, tax, treasury, audit, mergers and acquisitions, and investor relations. Steve will......
Topa Insurance Group Selects Duck Creek Reinsurance Management to Increase Operational Efficiency and Improve Data Analytics
Finance Fintech News Risk Management

Topa Insurance Group Selects Duck Creek Reinsurance Management to Increase Operational Efficiency and Improve Data Analytics

Fintech News Desk
by Fintech News Desk0
Specialty property and casualty insurer chooses Duck Creek Reinsurance Management to increase its scalability, speed, and process efficiency  Duck Creek Technologies announced today that Topa Insurance Group, a boutique carrier based out of Calabasas, CA, has taken the next step in its digital transformation and selected Duck Creek Reinsurance Management to handle its......
Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors
Analytics Finance Fintech News

Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors

Fintech News Desk
by Fintech News Desk0
Conquest Planning Inc., and Flinks publicly announced the formation of a strategic partnership to provide financial planning firms and their advisors with an industry-leading integrated aggregation solution. Working together, the two companies will deliver an integrated mix of Conquest’s state-of-the-art financial planning application and Flinks’ best-in-class financial data aggregation &......
HanesBrands Names Michael Dastugue Chief Financial Officer
Finance Fintech News

HanesBrands Names Michael Dastugue Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
HanesBrands, a leading global marketer of branded everyday apparel, today announced that Michael Dastugue has been named chief financial officer, effective May 1, 2021. “Michael has an impressive record of delivering results and building capabilities” Dastugue will bring more than 30 years of financial leadership and transformation experience at large......
Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform
Finance Fintech News

THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform

Fintech News Desk
by Fintech News Desk0
Acquisitions are part of a strategic expansion and come on the heels of J.P. Morgan’s acquisition of 55ip from TIFIN in December 2020 THE TIFIN GROUP, a holding company with nine fintech companies for the asset and the wealth management industry, announced the acquisitions of a risk profiling company, Totum......
AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
Digital Payments Finance Fintech News

AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees

Fintech News Desk
by Fintech News Desk0
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks, saving time, reducing overnight mailing costs, and speeding up fund availability AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced a new mobile check deposit capability for its enterprise clients.......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
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