Tag : financial planning

CGI and National Bank of Canada Expand Their Partnership
Banking News

CGI and National Bank of Canada Expand Their Partnership

Fintech News Desk
by Fintech News Desk0
CGI acquires National Bank’s innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform CGI and National Bank of Canada announce they are expanding their long-standing partnership, as CGI acquires the intellectual property of the Bank’s in-house financial planning solution currently used by the Bank’s financial advisors. CGI is also entering......
Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
debt collection Finance News

Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
by Fintech News Desk0
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President
Investment Services News

Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high-net-worth individuals is pleased to announce that Chris Bougeokles, CFP CIMA has joined Alpha Cubed Investments as a Wealth Manager, Vice President Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals......
Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs
InsurTech News

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs

Fintech News Desk
by Fintech News Desk0
With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
New Oracle Payment Cloud Service Gives Retailers Greater Transparency and Pricing Flexibility
Digital Payments News

New Oracle Payment Cloud Service Gives Retailers Greater Transparency and Pricing Flexibility

Fintech News Desk
by Fintech News Desk0
Retail brands can now accept all major payment options to give shoppers a choice in how they pay without the unexpected costs or long-term contracts The welcome return to in-store shopping has also brought retailers a host of unexpected payment processing fees and complexity. To help combat this challenge, Oracle extended......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management
Finance News

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation has completed the merger and brand conversion of Cypress Capital Management and West Capital Management and has renamed the combined entity Bryn Mawr Capital Management, LLC, effective January 1, 2023. Bryn Mawr Capital Management is registered as an investment advisor with the U.S. Securities and Exchange Commission......
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