Tag : financial planning

The Onex Group Completes Investment in Wealth Enhancement Group
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
by Fintech News Desk0
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
Digital Payments Fintech News

AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises

Fintech News Desk
by Fintech News Desk0
“Last mile” platform integrations enable enterprises to compliantly unify and automate fee-for-service financial planning compliance, billing, and payment processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of significant workflow automation enhancements which will empower enterprises to compliantly manage the entire fee-for-service financial planning engagement......
XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
Finance Fintech News

CFP Board Center for Financial Planning and Parsec Financial Launch Diversity-Focused Scholarship

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (the Center) and Parsec Financial announced the launch of the Parsec Financial CFP Certification Diversity Scholarship that seeks to advance diversity in the financial planning profession. For the next four years, the scholarship will provide four awards annually of up to $5,000 USD each to qualified students from underrepresented populations in......
While Many US Credit Card Issuers Struggle to Meet Evolving Customer Expectations, Some Bright Spots Exist, J.D. Power Finds
Banking Digital Payments Finance News

While Many US Credit Card Issuers Struggle to Meet Evolving Customer Expectations, Some Bright Spots Exist, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
American Express Ranks Highest in Overall Customer Satisfaction among National Credit Card Issuers; First-Time Study Entrant Goldman Sachs Ranks Highest among Midsize Issuers Increased financial stress, lack of responsiveness and misaligned terms and rewards have created a recipe for declining customer satisfaction with credit card issuers. According to the J.D.......
oXYGen Financial Opens New Location in Savannah, GA - Headed by Advisor Hugh Hale
Finance Fintech News

oXYGen Financial Opens New Location in Savannah, GA – Headed by Advisor Hugh Hale

Fintech News Desk
by Fintech News Desk0
Atlanta-based oXYGen Financial, one of the pioneers of Generation X and Y financial services, is opening another new location in Savannah, Georgia. oXYGen Financial has more than 1.9 billion dollars under advisement across their six locations. The newest location, to be managed by seasoned financial advisor Hugh Hale, is the latest branch location opened by......
Clari Secures Workday as Strategic Investor and Partner
Fintech Investments News

Clari Secures Workday as Strategic Investor and Partner

Fintech News Desk
by Fintech News Desk0
Partnership to integrate market leading AI-powered forecasting into financial planning Clari, the Revenue Operations leader, announced it has received a strategic investment from Workday Ventures as an extension to its Series E investment round, and it will join the Workday Software Partner Program. Workday joins other Series E investors, including Silver......
Anaplan Appoints Vikas Mehta as Chief Financial Officer
Business Digital Fintech News

Anaplan Appoints Vikas Mehta as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Finance veteran brings nearly 20 years of leadership experience in Digital Transformation Anaplan, Inc., provider of the leading cloud-native platform for orchestrating business performance, announced that Vikas Mehta has joined its executive team as Chief Financial Officer effective July 19. “We are excited to welcome a progressive financial executive of......
Builders Insurance Group Names Matthew Burnett Chief Financial Officer and Treasurer
Finance Fintech News

Builders Insurance Group Names Matthew Burnett Chief Financial Officer and Treasurer

Fintech News Desk
by Fintech News Desk0
Builders Insurance Group is pleased to announce the appointment of Matthew Burnett to the role of Senior Vice President, Chief Financial Officer and Treasurer. Matthew joined Builders in June 2020 as Director of Accounting & Finance/Controller. In his new role Matthew will lead the financial operations of the Company, including financial reporting, financial planning......
FastAF Appoints Asif Meghani As Chief Financial Officer
Banking Finance Fintech Investments News

FastAF Appoints Asif Meghani As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Meghani to Oversee Finance and Investor Relations for the Company FastAF, the leading quick commerce company for premium daily essentials in North America, announced it has appointed Asif Meghani as Chief Financial Officer who will report directly to FastAF Founder and Chief Executive Officer, Lee Hnetinka. “FastAF is experiencing momentous growth and expansion,......
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