Tag : financial planning

Host Analytics Welcomes New Executives to Accelerate Global Growth
Banking Fintech Funding

Host Analytics Welcomes New Executives to Accelerate Global Growth

Fintech News Desk
Seasoned Marketing, People, and Sales Executives Bring Decades of Industry Experience to the Company Host Analytics, a leading financial planning and analysis platform provider, announced the appointment of Melissa Dreuth, Rowan Tonkin and Pier Barattolo to its leadership ranks, bringing extensive expertise and experience in the planning software market. “I am excited......
Financial Planning: One Small Step 50 Years Ago
Capital Markets News

Financial Planning: One Small Step 50 Years Ago

Fintech News Desk
One Small Step in 1969 Sparks a Profession That Has Delivered Holistic Financial Advice to Millions of Americans The movement toward a financial planning profession was sparked by a meeting of 13 individuals who came together to discuss a better way of providing financial advice. These pioneers saw the need......
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