Finlit Tech News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Stay updated with breaking news from Finlit tech. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

Top News In Finlit Tech Today - Breaking & Trending Today

FinLit Advocate Brings First Fraternity to Financial Planning

Mac Gardner is working to expand the MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the profession. ....

United States , Raymond James , Kate Healy , Mac Gardner , Arizona State University , University Of North Florida , University Of South Florida , Texas Tech University , University Of Georgia , Kansas State University , Finlit Tech , Wealth Management , South Florida ,

What Andy Sieg exit means for advisors at Merrill and Citi

Although the new leaders at Merrill could offer advisors new hopes, the firm could well suffer further attrition after Andy Sieg's defection last week to Citigroup. ....

United States , Andy Sieg , Don Plaus , Brian Moynihan , Eric Schimpf , Jason Diamond , Jane Fraser , Lindsay Hans , Mac Gardner , Phil Waxelbaum , Andy Tasnady , Merrill Lynch , Tasnady Associates , Merrill Wealth Management , Masada Consulting , Citi Global Wealth , Diamond Consultants , Finlit Tech , Private Bank , Industry News , Wealth Management , Career Moves , Wirehouse Advisors ,

December 2022 Riskalyze Fintech Five

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month. ....

United States , David Knoch , Susan Doty , Mac Gardner , Lori Hardwick , Vendor Affinity Program , Wealth Program , Riskalyze Fintech Five , Affinity Program , Snappy Kraken , Bento Engine , Economic Education , Financial Literacy , Finlit Tech ,

Preparing advisors for the great wealth transfer with CRM alerts, childhood financial literacy and piggy banks

Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation. ....

United States , Philipp Hecker , Susan Doty , Mac Gardner , University Of Texas At Tyler Center , Bento Engine , Tyler Center , Economic Education , Financial Literacy , Finlit Tech , Financial Planning , Texas System Academy , Distinguished Teachers , Practice And Client Management , Wealth Management ,

Bank and credit union wealth management studied by Kehrer Bielan

The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report. ....

Tim Kehrer , Mac Gardner , Kehrer Bielan , Raymond James , Ken Kehrer , Jp Morgan Chase , Brokerage Services , Kehrer Bielan Research Consulting , Wells Fargo , Kehrer Bielan Research , Finlit Tech , Industry News , Lpl Financial , Raymond James Financial ,