Tag : financial planning

Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach
InsurTech News

Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach

Business Wire
by Business Wire0
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is thrilled to announce the acquisition of Citizen Choice Insurance & Investments marking a significant step in expanding its service offerings in Nevada. “We are thrilled to welcome Citizen Choice Insurance into the Inszone Insurance family”......
Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix
Finance News

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix

Business Wire
by Business Wire0
Serves as ‘catalyst’ to strengthen FPAGP’s initiatives in professional development for its approximately 400 members Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association......
Deutsche Bank And Scalable Capital Reportedly Engaged
B2B Banking Investment Services News

Deutsche Bank And Scalable Capital Reportedly Engaged

Fintech Staff Writer
by Fintech Staff Writer0
A prospective investment Over the course of the past year, Deutsche Bank has steadily expanded its investing and advice offerings. A German business publication, Deutsche Bank, the largest bank in Germany, is in preliminary talks with Scalable Capital, a digital investing and broking platform, about a prospective investment or partnership......
Logpoint Appoints Michael Haldbo as Chief Financial Officer
Fintech News Security

Logpoint Appoints Michael Haldbo as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Experienced financial executive Michael Haldbo joins Logpoint to protect and support the business and ensure its successful transformation into a European cybersecurity powerhouse Logpoint is announcing the appointment of Michael Haldbo as Chief Financial Officer (CFO). Reporting to Logpoint CEO Jesper Zerlang, Haldbo will be responsible for taking the company successfully......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors
Fintech News

PlanScout Acquires Financial Planning Software SIPS RPS And Launches Outsourced Planning Service For Independent Financial Advisors

PR Newswire
by PR Newswire0
PlanScout, a startup founded by fintech and business transformation veterans Raygar Khailany and John Murray, acquired the SIPS Retirement Planning System (SIPS RPS) as part of its strategy to provide outsourced financial planning services to financial advisors. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush......
Conquest Planning and CapIntel Collaborate to Help Financial Advisors
Fintech News

Conquest Planning and CapIntel Collaborate to Help Financial Advisors

Business Wire
by Business Wire0
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for......
Artificial Intelligence Business Featured Fintech Primers Technology

Transformation of Corporate Finance Practices in the ChatGPT Era

Pooja Choudhary
by Pooja Choudhary0
86% of C-executives want to make machine intelligence their go-to technology for  decision-making and process automation. Although the application matrix may vary, corporate finance is well covered by the possibilities of smart systems. Almost every few decades, a new invention drastically alters the course of human history. By innovations, we......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
by Business Wire0
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
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