Values-based financial planning firm strengthens $70 billion RIA’s footprint in Tennessee Mercer Global Advisors, a national Registered Investment Adviser (RIA), announced the acquisition of Vishria Bird Financial Group, LLC...
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March 31, 2025
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FinTech Media Room
InsightSoftware Expands JustPerform Globally
insightsoftware, the most comprehensive provider of solutions for the Office of the CFO, announced the global expansion of JustPerform, an all-in-one financial planning, forecasting, and close companion. The financial performance...
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February 25, 2025
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FinTech Media Room
TaxStatus Launches Financial Baseline for Advisors & Clients
New feature delivers the industry’s most comprehensive, consent-based financial and tax summary – enabling smarter decisions, streamlined planning, and better client outcomes TaxStatus, a fintech leader providing frictionless permission-based...
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February 11, 2025
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FinTech Media Room
Bluespring Acquires $560 Million Reliant Wealth Planning
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...