Tag : financial planning

The Beans Financial Planning Program for America's Care Workers Expands in Michigan
B2B Banking Business Economy Fintech News

The Beans Financial Planning Program for America’s Care Workers Expands in Michigan

Fintech News Desk
by Fintech News Desk0
Announces Partnerships with Muskegon Area Intermediate School District, Michigan Community Health Worker Alliance, and Boys & Girls Club of the Muskegon Lakeshore The Beans, a financial care company offering fintech tools, experiences, and community for America’s Care Workers, announced new partnerships with the Muskegon Area Intermediate School District, Michigan Community......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
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Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Business Fintech Investment Services News Risk Management Trading

Triterras Appoints Global Finance Veteran Adrian Kow Tuck Hoong to Board of Directors

Fintech News Desk
by Fintech News Desk0
Triterras Inc. , a leading fintech company for trade and trade finance, has appointed Adrian Kow Tuck Hoong to its board of directors, effective January 29, 2021. Adrian’s appointment follows the sudden passing of board member Martin Jaskel from surgical complications announced on January 5, 2021. Adrian has also been......
Bank Director’s FinXTech Features ABAKA in its Exclusive Technology Directory for Banks
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Bank Director’s FinXTech Features ABAKA in its Exclusive Technology Directory for Banks

Fintech News Desk
by Fintech News Desk0
Company’s Artificial Financial Intelligence Platform selected for its proven performance in AI-powered recommendation and customer engagement ABAKA, the global leader in digital saving and retirement enterprise SaaS solutions, today announced it has been selected by Bank Director to be profiled in the prestigious FinXTech Connect directory. FinXTech Connect, powered by Bank Director, is a curated......
Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
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AdvicePeriod Welcomes New Partner Advisor In California

Fintech News Desk
by Fintech News Desk0
AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Jeff Harley as a Partner Advisor in Ventura, California. As a veteran of the software & technology industry, Jeff has extensive first-hand experience with the complex world of equity compensation. Having navigated the waters from......
DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role
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DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role

Fintech News Desk
by Fintech News Desk0
Bank will hire 650 financial planning advisors, has created a first of its kind insurance consultant role with Manulife Singapore As part of DBS commitment to help all customers, regardless of their income level or life stage, improve their financial wellbeing, the bank today announced plans to double the recruitment......
RobustWealth-Enhances-Online-Financial-Planning-Experience
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RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
by Fintech News Desk0
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
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Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
Black-Owned Financial Company 'Cents Savvy' Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community
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Black-Owned Financial Company ‘Cents Savvy’ Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community

Fintech News Desk
by Fintech News Desk0
The new website is home to a suite of financial literacy tools that educate clients at every stage of their financial planning independence and wealth creation. Cents Savvy is a newly relaunched website that offers articles, videos and daily expert tips for clients and readers that are focused on building......
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