Rising Complexity in Financial Management Drives Global Financial Planning Software Market's Robust Growth
October 27, 2023 07:08 ET
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Research and Markets
Dublin, Oct. 27, 2023 (GLOBE NEWSWIRE) -- The "Global Financial Planning Software Market 2023-2027" report has been added to ResearchAndMarkets.com's offering. The global financial planning...
CLA Wealth Advisors Named to Barron’s 2023 Top 100 RIA Firms List
October 12, 2023 17:02 ET
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CLA (CliftonLarsonAllen)
New York, New York, Oct. 12, 2023 (GLOBE NEWSWIRE) -- CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, announced today Barron’s recently named CLA Wealth...
Fintech Startup Origin Acquires MyAdvocate Assets to Expand Financial Wellness Platform, Make Estate Planning Easy and Affordable
October 04, 2023 09:00 ET
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Origin
Financial wellness startup Origin announced that it has acquired NYC-based MyAdvocate, which provides an online estate planning tool.
Origin Rolls Out Major Updates to its B2B Financial Wellness Platform for Employees
September 06, 2023 09:42 ET
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Origin
BOSTON, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today a major upgrade to its B2B platform for employers. Origin is an...
Financial Solutions Joins Pensionmark as a World Insurance Associates LLC Company
August 29, 2023 09:32 ET
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Pensionmark A World Company
SANTA BARBARA, CA, Aug. 29, 2023 (GLOBE NEWSWIRE) -- World Insurance Associates, LLC (World) announced today that it has entered into an agreement to purchase Financial Solutions, an independent...
Financial Harvest Adds Financial Advisory for Athletes
July 18, 2023 07:59 ET
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Financial Harvest Wealth Advisors
WINTER PARK, Fla., July 18, 2023 (GLOBE NEWSWIRE) -- Financial Harvest Wealth Advisors announces the expansion of its personalized financial services, adding wealth management and financial planning...
Retirement Platform Guideline Grows Alongside Customers, Launches Mobile App and Enterprise Tier
July 12, 2023 12:00 ET
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Guideline
SAN FRANCISCO, July 12, 2023 (GLOBE NEWSWIRE) -- Guideline—the seamless, scalable retirement platform trusted by 40,000+ businesses and hundreds of thousands of savers—is growing at rates that fly...
Ex Uber Leaders Join Fintech Startup Origin to Reimagine Financial Wellness
June 22, 2023 09:04 ET
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Origin
BOSTON, June 22, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today that two ex-Uber leaders have joined to company: Atul Kakkar, former...
Origin acquires Finny to Fill a Critical Gap in Workplace Financial Education
June 05, 2023 09:06 ET
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Origin
BOSTON, June 05, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today it has acquired Finny, a financial health startup. Origin will...
Facet Rebrands; Reimagining Financial Advice for the Modern World
February 15, 2023 09:00 ET
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Facet
Baltimore, Md., Feb. 15, 2023 (GLOBE NEWSWIRE) -- Facet, the company revolutionizing personalized financial advice with an annual membership model, today announced a comprehensive rebrand to align...