Tag : financial planning

IDIQ’s Credit & Debt Launches New Mobile App Experience
Fintech News Technology

IDIQ’s Credit & Debt Launches New Mobile App Experience

Business Wire
by Business Wire0
New personal finance application designed to empower individuals to take control of their money and reach personal financial goals with access to free financial coaching Credit & Debt, an IDIQ company, announced the launch of its new mobile application today. The Credit & Debt app is designed to empower individuals......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
Finance News

RightCapital Introduces “Cash Flow Maps,” Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

PR Newswire
by PR Newswire0
Cash Flow Maps Are the Newest Addition to RightCapital’s Growing List of Data Visualization Tools to Help Financial Advisors Deliver Better Client Experiences RightCapital, the fastest-growing financial planning software for financial advisors, has added Cash Flow Maps, intuitive data visuals for illustrating cash inflows and outflows in financial plans. The......
Advice Engagement Platform Lumiant Announces $3.5 Million USD Seed Funding Round
Fintech Funding News

Lumiant Announces $3.5 Million USD Seed Funding Round

Business Wire
by Business Wire0
Fresh capital to accelerate U.S. expansion and support platform and mobile enhancements Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced it has closed a seed funding round totaling $3.5 USD million. Funding came from Australian......
Bluestone Bank Announces Meg McIsaac as New President and CEO
Banking News

Bluestone Bank Announces Meg McIsaac as New President and CEO

PR Newswire
by PR Newswire0
Seasoned banking industry leader with over 30 years of experience is named President and CEO of Bluestone Bank Bluestone Bank is pleased to announce that Meg McIsaac has been named President and CEO. McIsaac began her career in banking over 30 years ago and worked for large commercial banks until she went to......
SaS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis
Analytics News Risk Management

SAS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis

PR Newswire
by PR Newswire0
Report highlights elevated insurance risk offerings with powerful asset-liability management capabilities As inflation and interest rates surge alongside evolving regulation, analytics offer a compass for regulators, (re)insurers and their clients navigating nebulous outlooks. Amidst turbulent market conditions, independent research firm Chartis declared analytics giant SAS a RiskTech Quadrant Leader in......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
ISG to Publish Report on Finance and Accounting Services
Finance News

ISG to Publish Report on Finance and Accounting Services

Business Wire
by Business Wire0
Upcoming ISG Provider Lens report will evaluate providers using digital technologies to streamline clients’ financial processes for improved efficiency and agility Information Services Group, a leading global technology research and advisory firm, has launched a research study examining outsourcing services that help enterprises improve their finance and accounting operations through digitization,......
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