Tag : financial professional

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group
Finance Fintech News

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Fintech News Desk
by Fintech News Desk0
As America ages, more time must be spent planning for pastimes during retirement New research from Lincoln Financial Group(1) shows that 77% of Americans surveyed in their 50s and 60s see retirement as a phase of life during which they will finally be able to pursue the passions and pastimes......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
CUSO Financial Announces New Partnership with Mobiloil Credit Union
Finance News

CUSO Financial Announces New Partnership with Mobiloil Credit Union

PR Newswire
by PR Newswire0
$1 billion Texas-based financial institution joins broker-dealer with singular focus on credit unions CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), announces a multi-year agreement with Mobiloil Credit Union (Mobiloil) to support and grow its wealth management program. Established in 1935 as Magnolia Employees Beaumont Texas Federal Credit Union, Mobiloil serves......
Majority of Americans are More Concerned About Paying Bills Right Now Than Financial Future
Finance InsurTech News

Majority of Americans are More Concerned About Paying Bills Right Now Than Financial Future

Fintech News Desk
by Fintech News Desk0
Allianz Life study finds many Americans are prioritizing present needs at the cost of their retirement The majority of Americans say present financial issues are more important than preparing for their future. Two in three Americans (67%) say they are more concerned about paying bills right now than saving for......
Growing Concern: Financial Wellbeing is Worsening
Finance News

Survey: Amid Growing Concern Over Inflation, Canadians Remain Positive About Finances

Fintech News Desk
by Fintech News Desk0
Better prepared, those with a financial professional feel more confident about their finances Primerica, Inc., a leading provider of financial services in the United States and Canada, released its Canadian Financial Security Monitor — a national survey that measures how Canadian families view their finances. “As economic headwinds shift and......
BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women
Investments News

BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women

Fintech News Desk
by Fintech News Desk0
Solution considers differences in life expectancy, income, and employment Most long-term investment products don’t consider three factors unique to women life expectancy, income gaps, and employment gaps — missing important inputs that could impact women’s long-term investing success. To address this, BlackRock created its first Model Portfolios for Women, leveraging......
Advanced Time Segmentation Available Exclusively to Cetera Network
Finance News

Advanced Time Segmentation Available Exclusively to Cetera Network

Fintech News Desk
by Fintech News Desk0
Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Advanced Time Segmentation (ATS), a retirement income-planning tool that helps solve the retirement income challenge, is available to financial professionals across Cetera’s communities. ATS is only......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
Shawn Carlson Joins 1st Security Bank as VP, Community & Business Banking Officer
Banking News

Shawn Carlson Joins 1st Security Bank as VP, Community & Business Banking Officer

Fintech News Desk
by Fintech News Desk0
1st Security Bank is pleased to announce that Shawn Carlson has joined the Bank as its new VP, Community & Business Banking Officer. Shawn has over 20 years’ experience as a financial professional in the Pacific Northwest, with a strong focus on business banking. He specializes in software and manufacturing companies......
John Hancock Investment Management launches actively managed Mortgage-Backed Securities ETF subadvised by Manulife Investment Management
Investments Mortgage News

John Hancock Investment Management launches actively managed Mortgage-Backed Securities ETF subadvised by Manulife Investment Management

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management LLC announced the availability of John Hancock Mortgage-Backed Securities ETF (ticker: JHMB). The exchange-traded fund (ETF) is subadvised by Manulife Investment Management (US) LLC, John Hancock Investment Management’s affiliated asset manager. It is the second actively managed fixed-income ETF launched by John Hancock Investment Management this......
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