Empower Retirement announced its acquisition of Personal Capital. FIS has announced that the company is teaming up with FICO. The CFP Board Center for Financial Planning announced a new scholarship in partnership with Facet Wealth, Inc. Orion Advisor Solutions and Brinker Capital join forces to create a combined technology and TAMP provider.
Skience announced the delivery of a new release of the firm’s award-winning wealth management platform. Wealthfront announced the addition of checking features to its Cash Account. Ellevest announced a first-of-its-kind membership plan created to get more money in the hands of women.
Axos Bank was named one of the three best digital banks in the United States by Kiplinger’s Personal Finance magazine. Twenty Over Ten’s Lead Pilot was recognized as an innovation platform by the 2020 Wealthmanagment.com Industry Awards; Samantha Russell from the company was named to InvestmentNews’ 40 Under 40 list for 2020. Prepay Nation announced that the board of directors has appointed AJ Hanna as CEO and a member of the Board.
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment.
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Axos Bank, the nationwide bank subsidiary of Axos Financial, Inc. (NYSE: AX), was named one of the three best digital banks in the United States by Kiplinger’s Personal Finance magazine. As part of its annual list of the country’s best banks and credit unions, the magazine also said Axos was one of the top two banks for families and children.
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Empower Retirement, the No. 2 player in the retirement plan record-keeper space behind Fidelity, has announced its acquisition of online registered investment advisor Personal Capital in a deal totaling $1 billion.
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Financial services technology company, FIS has announced that the company is teaming up with FICO, a leader in predictive analytics and financial crime prevention to help North American financial institutions to stay ahead of the increasingly sophisticated money launderers and other financial criminals by building an advanced anti-money laundering (AML) solution.
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The CFP Board Center for Financial Planning (the Center) announced a new scholarship in partnership with Facet Wealth, Inc., to advance diversity and inclusion in the financial planning profession. The Facet Wealth Scholarship for Increased Diversity in Financial Planning will support African American/Black candidates seeking to become CERTIFIED FINANCIAL PLANNER™ professionals.
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Twenty Over Ten, an industry-leading SaaS company, announced that Chief Marketing & Business Development Officer, Samantha Russell, was named to InvestmentNews’ 40 Under 40 list for 2020 for her accomplishments in strengthening the financial advice industry.
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Twenty Over Ten’s newest product, Lead Pilot, was recognized as an innovation platform by the 2020 Wealthmanagment.com Industry Awards.
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Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; announced they will join forces to create a combined technology and TAMP provider enabling independent financial advisors to grow their businesses, serve their clients, and win in the marketplace.
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Wealthfront announced the addition of checking features to its Cash Account. This is the company’s latest move to build a nextgen banking service that is branchless, automated and optimizes every dollar you earn. There is no fee or account minimum to access the new checking features.
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Prepay Nation, a rapidly growing fintech company that facilitates the transfer of mobile airtime and data across international borders, announced that the board of directors has appointed AJ Hanna as chief executive officer and a member of the Board, effective July 1st, 2020. Hanna will succeed Anurag Jain, co-founder of Prepay Nation and its CEO since inception over 10 years ago.
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Ellevest announced a first-of-its-kind membership plan created to get more money in the hands of women by helping them invest, save, and advance their careers. Ellevest’s new membership model includes access to 1:1 financial and career coaching, member-only workshops and guides, personalized investing plans, a no-fee Mastercard debit card, and Spend and Save banking accounts with automatic Roundup to start saving sooner. Membership plans start at $1 a month.
Find details here.
