Tag : financial professionals

Nation's First Financial Founder Randy Rondberg Celebrates Multi-Generational Client Service Across Arizona
Finance News

Nation’s First Financial Founder Randy Rondberg Celebrates Multi-Generational Client Service Across Arizona

Cision PRWeb
by Cision PRWeb0
Randy Rondberg, founder of Nation’s First Financial in Mesa, Arizona, highlights the firm’s commitment to serving clients across generations — from retirement planning for grandparents to financial education for their adult children. With offices in Mesa, Sun City, and Prescott, the firm has become a trusted multi-generational financial resource for......
Liberty Financial Solutions Helps Businesses and Individuals Navigate Tax Pressure, Financial Complexity, and Growth
Finance News

Liberty Financial Solutions Helps Businesses and Individuals Navigate Tax Pressure, Financial Complexity, and Growth

EIN Presswire
by EIN Presswire0
Trusted tax, accounting, bookkeeping, payroll, and advisory services designed to help clients reduce risk, improve financial clarity, and plan for success As tax laws, IRS pressures, payroll demands, and financial reporting requirements continue to create challenges for businesses and individuals alike, Liberty Financial Solutions is helping clients take a more......
DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development
Finance Investment Services News

DST.com Joins Concorde Investment Services, Launching Platform for DST Investors and Advisor Business Development

PR Newswire
by PR Newswire0
Concorde Investment Services, a leading independent broker-dealer and registered investment advisor serving financial advisors nationwide, announced that DST.com, a newly launched platform designed to modernize how investors access Delaware statutory trust offerings, has joined the Concorde platform. The relationship also includes a business development platform intended to connect Concorde-affiliated advisors......
Revol One Financial® Launches BonusRev™ Fixed Index Annuity, Unleashing Agility, Choice, Momentum
Finance News

Revol One Financial® Launches BonusRev™ Fixed Index Annuity, Unleashing Agility, Choice, Momentum

EIN Presswire
by EIN Presswire0
Revol One Financial announced today the launch of BonusRev™ Fixed Index Annuity, the first in a new wave of product innovation powered by the company’s agile operating model, differentiated product development engine, and unwavering commitment to best-in-class service. Designed to deliver early momentum with built-in flexibility, BonusRev™ offers distribution partners and financial......
Revol One Financial® Works with Illustrata to Accelerate Innovation in Annuity Illustrations
Finance InsurTech News

Revol One Financial® Works with Illustrata to Accelerate Innovation in Annuity Illustrations

EIN Presswire
by EIN Presswire0
Revol One Financial® announced it is working with Illustrata, a provider of next-generation illustration technology for life and annuity carriers, to accelerate innovation in annuity illustrations. Using Illustrata’s modern, API-first platform, Revol One Financial will deliver clearer, more intuitive illustration tools that help Financial Professionals and clients better understand annuity product performance.......
Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic
Finance News

Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic

PR Newswire
by PR Newswire0
Harris Evans announced the launch of Coin and Seed Wealth Management, an independent wealth management firm built to serve more clients and help them make confident, long‑term financial decisions. The firm is founded on a client‑first philosophy, offering personalized guidance through a flexible, advisor‑led model that prioritizes clarity, confidence, and......
Insights on Why Emerging Financial Advisers Are Choosing AES
Finance News

Insights on Why Emerging Financial Advisers Are Choosing AES

Cision PRWeb
by Cision PRWeb0
Fee-Based Model and ‘SWANS’ Philosophy Draw Top Talent Seeking Purpose-Driven Careers AES International reports increased interest from next-generation financial professionals seeking careers aligned with client-first values and professional development, according to the firm’s Managing Director of People & Culture. The firm’s SWANS philosophy – Smart, Work hard, Ambitious, Nice, Selfless – combined......
Tactis partners with Investment Company Institute to Launch Modernized ICI.org, Making 85 Years of Research Actionable for Today's Policy Challenges
Finance Investment Services News

Tactis partners with Investment Company Institute to Launch Modernized ICI.org, Making 85 Years of Research Actionable for Today’s Policy Challenges

Cision PRWeb
by Cision PRWeb0
Tactis has partnered with the Investment Company Institute (ICI) to launch a reimagined ICI.org, transforming 85 years of trusted investment research into a dynamic, user-centered digital platform that helps policymakers, members, and investors navigate financial policy landscape with clarity and confidence. Tactis partnered with the Investment Company Institute (ICI), the......
Demystifying Custom Indices, Moving Beyond Beta: New White Paper from BlackRock and The Index Standard Equips Financial Professionals with Clarity in a Complex Landscape
Finance InsurTech News

Demystifying Custom Indices, Moving Beyond Beta: New White Paper from BlackRock and The Index Standard Equips Financial Professionals with Clarity in a Complex Landscape

Cision PRWeb
by Cision PRWeb0
In a newly released white paper, “Beyond the Benchmark, Innovations in Custom Indices”, BlackRock and The Index Standard provide a comprehensive framework to help financial professionals understand, evaluate, and communicate the core principles behind custom index design. Custom indices have become foundational to the insurance and structured product landscape, with......
Flourish Announces Integration with MoneyGuide
Fintech Investment Services News

Flourish Announces Integration with MoneyGuide

GlobeNewswire
by GlobeNewswire0
Partnership Brings Seamless Connection between Flourish Accounts and Envestnet’s MoneyGuide Dashboard Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures,  announced an expanded integration between its cash management and annuities platform offerings, and MoneyGuide, a financial planning platform and......
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