TIAA has been named the Official Retirement Financial Planning Partner of the NBA’s Charlotte Hornets. Tweet that “We are thrilled to partner with TIAA and have them as our official retirement financial planning partner,” said Hornets Sports & Entertainment. President & Vice-president Fred Whitfield. “The culture and values ​​of ourRead More →

Passionate educator and financial literacy advocate Zonéke Domino-Thomas seeks to impact the lives of young clients by launching her new website Zonéke Domino-Thomas, MBA takes her passion for teaching financial literacy to the next level by announcing her intention to work with the younger generation. In a related development, theRead More →

Advyzon, one of Financial planning best fintechs to work foris the latest wealth technology company to offer outsourced investment management services. The company – which provides an all-in-one technology solution including CRM, portfolio management and reporting to approximately 1,000 financial advisors – announced the launch of Advyzon Investment Management (AIM),Read More →

Company’s Proprietary Planning Platform Named Best InsurTech Solution MILWAUKEE, March 17, 2022 /PRNewswire/ — North West MutualEfforts to create the most exceptional customer experience in the financial industry are garnering industry attention and praise. Today, financial services company FORTUNE 90 announces that its proprietary financial planning platform has won “BestRead More →

Intermountain Healthcare has a reputation for being an innovative healthcare system, with caregivers and IT managers always looking for ways to expand its footprint and broaden the options for patients to receive care in their preferred environment, whether virtual or in person. This mission applies to Intermountain’s hospitals, medical groups,Read More →

In a step that aims to strengthen bilateral economic relations and investments between the United Arab Emirates and the Republic of Paraguay, the Emirates Development Bank [EDB] – a key financial driver of the UAE’s economic diversification and industrial transformation agenda – held talks with a high-level official delegation fromRead More →

ABU DHABI, 10th March, 2022 (WAM) — In a step that aims to strengthen bilateral economic relations and investments between the United Arab Emirates and the Republic of Paraguay, the Emirates Development Bank (EDB) has spoken with a high-level official delegation of the Financial Agency for the Development of Paraguay.Read More →

MUNCIE, Ind., March 10, 2022 /PRNewswire/ — Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, today announces the celebration of 40 years of growth and success in the financial planning industry, as well as a new summary feature within the MoneytreeRead More →

The coronavirus pandemic has helped increase awareness of the benefits of financial planning among younger generations, according to the National IFA Continuum. The IFA has found that the pandemic has left clients more open to including family members in the estate planning process. As a result, more Continuum clients areRead More →