The Kentucky-based firm chose to partner with Bluespring to enhance capabilities and expand reach of its already successful firm Bluespring Wealth Partners, a leading acquirer of both independent RIAs...
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February 6, 2025
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FinTech Media Room
Cetera Welcomes Team with $250 Million in AUA to Cetera Wealth Partner
Corporate Plans Retirement Strategies LLC joins Cetera from Equity Services Cetera Financial Group, the premier financial advisor Wealth Hub, announced that Corporate Plans Retirement Strategies LLC has joined Cetera Wealth Partners....
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February 3, 2025
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FinTech Media Room
Martus Solutions Unveils Acumatica Integration at Summit 2025
FY24 success drives strategic partnerships, innovative features, and a new Acumatica integration to empower financial teams with smarter, faster decision-making Martus Solutions, a leader in budgeting, forecasting, and reporting...
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January 15, 2025
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FinTech Media Room
Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus
Effortless financial planning & analysis for the midmarket, Prophix One FP&A Plus unlocks business growth opportunities by solving complex challenges with speed and precision Prophix, a leading innovator in...
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January 14, 2025
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FinTech Media Room
World Investments, Inc. Acquires Freeman & Vannauker
Broker-dealer affiliate of World Investment Advisors Welcomes $190 million NYC Metro-Area Firm Leading financial advisory firm World Investments, Inc. announced that it has acquired Freeman & Vannauker LLC (FV or the firm), an...
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November 18, 2024
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FinTech Media Room
Luma Financial Expands into Life Insurance with Integrated Tech Platform
Luma Financial Technologies, a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer...
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November 18, 2024
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FinTech Media Room
Lumio Insight and Plansmith Partner to Revolutionize Financial Planning
Plansmith Corporation, a long-time leading provider of financial institution planning software, announced a strategic partnership with Lumio Insight, a data analytics, dashboarding, and reporting solution for financial institutions. This...
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October 28, 2024
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Fintech Staff Writer
What Is Financial Planning?
What Is Financial Planning? Financial planning is a model that involves the anticipation of future events and the preparation for financial management and prospective expenses. The method entails the...
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October 15, 2024
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FinTech Media Room
Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
Conquest Planning (“Conquest”), a technology platform modernising financial planning with customised and convenient advice, announced its partnership with PlannrCRM, a next-generation back-office technology platform tailored for financial advisers. This strategic collaboration aims...
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October 14, 2024
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FinTech Media Room
Martus Solutions Enhances Financial Planning for Dynamics Users
Revolutionizing Budgeting, Reporting, and Forecasting with a Unified Financial Ecosystem Martus Solutions, a leader in budgeting and reporting software, is expanding into the Microsoft ecosystem by offering a fully...