Personal Capital

Plenty Launches to Help Modern Couples Build Wealth Together: Unique Yours/Mine/Ours Approach Makes Money Management Multiplayer

Retrieved on:

Donnerstag, Mai 9, 2024

Interplay, Walmart, Personal Capital, Map, Collaboration, Fintech, Betterment, Retirement, CPA, Homebase, CFA, Intuit, Millennials, SAN, YNAB, APY, Bank

SAN FRANCISCO, May 9, 2024 /PRNewswire-PRWeb/ -- Today, Plenty, a wealth-building platform that helps couples invest and plan for their future together, makes its public debut after a successful year-long invite-only program. With 60% of millennials now partnered, Plenty's multiplayer money management allows a flexible "Yours/Mine/Ours" approach to wealth-building, from cash flow management to goals planning and long-term, values-based investing. Plenty was founded by fintech veterans and newlyweds Emily Luk and Channing Allen to fill the void they discovered when they looked for a tool to serve their combined need.

Key Points:

With 60% of millennials now partnered, Plenty's multiplayer money management allows a flexible "Yours/Mine/Ours" approach to wealth-building, from cash flow management to goals planning and long-term, values-based investing.
"Today's couples expect easy collaboration, affordable prices, and are savvy enough to know that there are better investment products out there.
"The landscape of traditional financial planning or single-player fintech just doesn't work for couples like us.
Today's couples expect easy collaboration, affordable prices, and are savvy enough to know that there are better investment products out there.

Wealth Enhancement Group Deepens Leadership Bench, Surpasses $81 Billion in Client Assets, Grows to 115 Offices Nationwide, and Leads Industry as Top RIA Acquirer

Retrieved on:

Montag, April 8, 2024

Growth, Empower, Barron's, Fisher Investments, BlackRock, Business development, RIA, RIAS, Personal Capital, Retirement, MASS, WEAS

MINNEAPOLIS, April 8, 2024 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm, continues to lead the industry as one of the nation's top RIA platforms.

Key Points:

MINNEAPOLIS, April 8, 2024 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm, continues to lead the industry as one of the nation's top RIA platforms.
Today, the firm is announcing three key leadership appointments, continued growth in strategic markets nationwide, and the surpassing of $81 billion in client assets.
Our growth trajectory continues this year, and we are eager to progress forward as a leading RIA platform."
Wealth Enhancement has named three leadership roles within the organization including Chief Strategy Officer, Chief Investment Officer, and Chief Product Officer.

Empower Achieves Record $1 Billion (CAD) Base Earnings in 2023

Retrieved on:

Freitag, Februar 16, 2024

Personal Finance, Finance, Professional Services, Asset Management, Insurance, EPW, Acquisition, Compound annual growth rate, Education, TSX, Growth, Retirement, Great-West Lifeco, CAD, Wealth, Personal Capital, AUA, Bank

Empower today announced that it has entered its tenth year of operations with record earnings achieved through sustained business growth and sales momentum.

Key Points:

Empower today announced that it has entered its tenth year of operations with record earnings achieved through sustained business growth and sales momentum.
The firm’s full-year after-tax base earnings1,2 in 2023 were $749 million (US) or $1 billion (CAD).
Empower, a leading provider of retirement and wealth management services, released results as part of a broader quarterly announcement by its parent company, Winnipeg-based Great-West Lifeco (TSX: GWO-CA).
AUA1 was $72 billion, up 31% over the prior year as a result of both strong net inflows and positive markets.

Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools

Retrieved on:

Donnerstag, Dezember 21, 2023

Professional Services, Technology, Mobile, Wireless, Finance, Asset Management, Personal Finance, Accounting, EPW, Growth, Personal Capital, Employment, Pressure, Individual retirement account, Bank

The one-year-old Empower Personal Wealth unit saw asset growth of 30% while attracting a new client base that grew approximately 23% during the 12-month period ending Sept. 30.

Key Points:

The one-year-old Empower Personal Wealth unit saw asset growth of 30% while attracting a new client base that grew approximately 23% during the 12-month period ending Sept. 30.
Empower Personal Wealth (EPW) launched in January following the integration of the existing Empower retail and Individual Retirement Account business with the former Personal Capital business Empower acquired in 2020.
“There’s a tremendous opportunity here for anyone to benefit from the establishment of Empower Personal Wealth,” she said.
“We know that the demand for greater financial wellness is alive among investors of all types, and Empower Personal Wealth is ready to help.”

Savvy Advisors Caps Off 2023 Recruiting Spree with the Hiring of Experienced Financial Advisor Jacob DuBose

Retrieved on:

Donnerstag, Dezember 14, 2023

Software, Personal Finance, Finance, Asset Management, Consulting, Professional Services, Technology, Fintech, Marketing, HNW, Growth, TIAA, Personal Capital, Savvy, RIA, Financial adviser, Empower

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Jacob DuBose , CFP®, has been appointed as its newest principal wealth manager.

Key Points:

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Jacob DuBose , CFP®, has been appointed as its newest principal wealth manager.
DuBose is the seventh financial advisor to join Savvy in the second half of 2023, as the firm continues its strong recruiting momentum.
During his six years at Empower, he was a senior financial advisor on the private client services team.
Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks by offering competitive incentives for new employees.

Mercer Advisors Expands and Elevates Senior Executive Ranks

Retrieved on:

Montag, Oktober 23, 2023

DENVER, Oct. 23, 2023 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today the appointment and expansion of both its Executive and Senior Leadership Teams to support clients on their path to Economic Freedom™.

Key Points:

We couldn't be more excited about expanding our executive leadership teams to help drive the key strategies that will help make Mercer Advisors a distinct national RIA firm.
Joining Mercer Advisors' Senior Leadership Team (SLT) is VP of the Financial Planning Group, Jennifer Baick, who pioneered the creation of Mercer Advisors central financial planning team, which has supported advisors in transforming clients' financial planning experience.
We couldn't be more excited about expanding our executive leadership teams to help drive the key strategies that will help make Mercer Advisors a distinct national RIA firm," said Mercer Advisors CEO, Dave Welling.
This amazing and diverse group of talent will be instrumental in taking Mercer Advisors to the next level."

Savvy Advisors Inc. Adds Erich Yost and Ryan Bond to its Growing Team of Advisors

Retrieved on:

Dienstag, Oktober 3, 2023

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced it has welcomed Erich Yost, CFA , and Ryan Bond CFP® to the firm as principal wealth managers.

Key Points:

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced it has welcomed Erich Yost, CFA , and Ryan Bond CFP® to the firm as principal wealth managers.
Yost and Bond, both based in the Greater Philadelphia area, are the newest advisors to partner with Savvy and gain access to its proprietary technology platform.
Savvy’s interface was designed to help advisors build personalized financial plans, improve client service and streamline marketing, and back-office operations.
As an independent advisor at Savvy, Yost will leverage the firm’s growing tech stack to help his affluent clients effectively manage generational wealth and improve intra-family relationships.

Wealth Enhancement Group Adds New Leadership, Leads Industry as Top Acquirer, and Experiences Record Growth

Retrieved on:

Mittwoch, August 9, 2023

Business development, Business process re-engineering, Senior, RIA, Acquisition, TA Associates, Personal Capital, CPA, ONEX, Growth, RIAS, HP, Financial adviser, Management, Financial services, Empower

With these additions, clients will benefit from a more robust and personalized service offering, while advisors gain a stronger platform for growth."

Key Points:

With these additions, clients will benefit from a more robust and personalized service offering, while advisors gain a stronger platform for growth."
Brian Vnak, CFP®, CPA, has been promoted to Chief Advisory Officer and joins Wealth Enhancement's executive leadership team.
She joins Wealth Enhancement from Empower (formerly Personal Capital) where she was instrumental in the hyper-growth of their private client offering.
Jim Cahn, Chief Investments & Business Development Officer of Wealth Enhancement, stated, "I am immensely proud of Wealth Enhancement's remarkable achievements in both M&A activity and organic growth.

Edelman Financial Engines Names Jay Shah as New CEO; Larry Raffone to Become Chairman of the Board

Retrieved on:

Mittwoch, Mai 31, 2023

Shah will assume this role on Aug. 18, 2023, as current CEO Larry Raffone transitions to become chairman of the board while remaining a meaningful shareholder.

Key Points:

Shah will assume this role on Aug. 18, 2023, as current CEO Larry Raffone transitions to become chairman of the board while remaining a meaningful shareholder.
View the full release here: https://www.businesswire.com/news/home/20230530005682/en/
Jay Shah; Edelman Financial Engines, a top independent wealth planning and workplace investment advisory firm, announced today that its board of directors has named Jay Shah to become the firm’s new CEO, effective August 18, 2023.
“I have long admired Edelman Financial Engines, and I see incredible opportunity in pairing the distribution opportunities of the workplace business with the best financial planners in the industry,” stated Shah.
Raffone led Financial Engines through some of its most transformational moments, including the buildout of the Financial Engines retail capability, and the merger with Edelman Financial Services in 2018, resulting in what is now Edelman Financial Engines.

MarketGrader Welcomes FinTech and Software Entrepreneurs Rob Foregger and Jim MacIntyre as Strategic Partners

Retrieved on:

Mittwoch, April 19, 2023

BMO, Paul Ecke Ranch, Partnership, Richard von Foregger, Dow Jones, Fintech, Visual Science, Personal Capital, MacIntyre, SS, GARP, Growth, EBay Enterprise, CORAL, Fidelity, Commerce, Software, Cryptocurrency

CORAL GABLES, Fla., April 19, 2023 (GLOBE NEWSWIRE) -- MarketGrader , a leader in smart beta investment solutions, is pleased to announce a new strategic partnership with Rob Foregger , Jim MacIntyre , and their tech accelerator, Product Lab.

Key Points:

CORAL GABLES, Fla., April 19, 2023 (GLOBE NEWSWIRE) -- MarketGrader , a leader in smart beta investment solutions, is pleased to announce a new strategic partnership with Rob Foregger , Jim MacIntyre , and their tech accelerator, Product Lab.
Foregger is a FinTech pioneer, co-founding enterprise digital advice company NextCapital, digital wealth management firm Personal Capital, and online bank everbank.com.
MacIntyre is a software and e-commerce entrepreneur, co-founding Visual Sciences and multiple other software companies.
As part of the partnership, Foregger and MacIntyre will join the Board of Directors, act in a strategic advisory capacity, and take a minority stake in MarketGrader, providing it the support of Product Lab.