The Neat Company announced the start of a effective iOS mobile application that enhances its award-winning economical management platform. The Neat Mobile App supplies small business enterprise entrepreneurs with the potential to hook up with their lender and credit card accounts, make and send invoices, and get online payments from […]
Financial Management
Edelman Financial Engines introduced the launch of a new holistic monetary wellness platform for the workplace identified as Momentum. Retirement Readiness, which has, for several several years, been the flagship workplace featuring from Edelman Money Engines (and which is by now applied by extra than 10 million workforce all-around the U.S.) […]
Mariner Prosperity Advisors, based in Overland Park, Kan., introduced the acquisition of The Financial Services Community, an OSJ, RIA and service provider of back again office support based in Sacramento, Calif., that offers administrative, consulting, compliance and operational expert services to more than 400 independent monetary advisors. This most up-to-date acquisition […]
There has been additional consolidation in the managed protection and internet hosting place. On Monday, True North Networks and RightSize Methods declared their merger to turn into Visory. Prior to the merger, the two companies specialised in know-how administration and cybersecurity guidance to impartial RIAs and other sorts of economic […]
Venerable RIA builder Peter Raimondi is on the lookout west to find his most recent deal concentrate on. Raimondi’s $2.3bn RIA, Dakota Prosperity Administration, firm has acquired Loveless Wealth Management, a 4-worker RIA controlling $230m which is based mostly in Billings, Mont. The transaction marks the initially expansion for Dakota, which […]
Morgan Stanley’s internet revenue in its wealth administration enterprise dropped 6{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} 12 months-above-year, according to the bank’s Q2 earnings report, however the company’s main financial officer attributed the dip to issues with “certain employee deferred compensation plans” and reported that with no this hindrance, the division would have seen a document […]