Neat Launches Mobile App for Small Business Financial Management

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…

Edelman Financial Engines Launches New Workplace Platform

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…

Mariner Wealth Advisors Acquires The Financial Services Network

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.,…

True North Networks Merges With RightSize Solutions

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…

Raimondi’s Dakota Wealth Management makes Montana RIA buy

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…

Morgan Stanley Wealth Management Revenues Dip 6{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} Year-Over-Year in Q2

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…