Tag:
financial planning
News
Sound Credit Union Appoints Matthew Figueroa as Chief Financial and Risk Officer
Sound Credit Union announced the appointment of Matthew Figueroa as Executive Vice President and Chief Financial & Risk Officer. Figueroa joins Sound's executive leadership team...
News
Everfox Appoints Toby O’Brien as Chief Financial Officer
Everfox, a global leader in high-assurance cybersecurity and trusted information solutions, announced the appointment of Toby O'Brien as Chief Financial Officer.
O'Brien brings more than...
News
Pasqal Appoints Stéphane Rougeot as Chief Financial Officer
Pasqal, a global leader in neutral-atom quantum computing, announced the appointment of Stéphane Rougeot as Chief Financial Officer (CFO). Rougeot - a finance leader...
News
360insights Announces Strategic Leadership Appointments With Steven Kellam Returning as SVP and Ben Speirs Joining as VP of Finance
360insights, the leader in incentive intelligence and ecosystem orchestration announced two strategic leadership appointments. Steven Kellam returns to 360insights as SVP, Revenue Growth and...
Investment and Budget Allocation
Dynamic Advisor Solutions Expands South Carolina Presence Through Capasso Partnership
Dynamic Advisor Solutions, who does business as Dynamic Wealth Advisors, has ventured into South Carolina via a partnership with Capasso Planning Partners, a registered...
News
Advisor360° Partners with Conquest Planning to Integrate Financial Planning into Advisor Workflows
Advisor360° has joined hands with Conquest Planning to offer financial planning services within its platform, an effort to streamline operations and make the entire...
News
Savvy Wealth Unveils AI Platform to Transform Advisor-Led Financial Planning
Savvy Wealth has introduced Savvy Intelligence, a new AI-powered platform designed to reshape how financial advisors manage and deliver client services. The launch marks...
News
Apex Fintech Solutions and Wavvest Partner to Bring AI-Driven Financial Planning to Advisors
Apex Fintech Solutions has entered into a strategic partnership with Wavvest to deliver AI-powered financial planning tools to advisors operating on Apex’s custodial infrastructure....
