American Health Care Act of 2017

Wealthcare Capital Management Welcomes Steve DeAngelis to its Board of Directors

Retrieved on: 
Tuesday, October 3, 2023
Investment, Goldman Sachs, Villanova School of Business, Business, Faculty, Corporate title, Management, Residence, American Health Care Act of 2017

RICHMOND, Va., Oct. 3, 2023 /PRNewswire/ -- Wealthcare Capital Management ("Wealthcare"), a NewSpring Holdings platform company, welcomes Steve DeAngelis to its esteemed board of directors.

Key Points: 
  • RICHMOND, Va., Oct. 3, 2023 /PRNewswire/ -- Wealthcare Capital Management ("Wealthcare"), a NewSpring Holdings platform company, welcomes Steve DeAngelis to its esteemed board of directors.
  • Mr. DeAngelis brings extensive experience and deep domain expertise to Wealthcare and will play a strategic role in the firm's continued development.
  • Steve DeAngelis is a seasoned financial executive with over 30 years of experience in the wealth management industry.
  • "We are thrilled to have Steve DeAngelis join our board," said Matt Regan, CEO and President of Wealthcare.

Integrated Partners Adds Michigan-based Advisory Teams

Retrieved on: 
Thursday, May 25, 2023
Professional Services, Legal, Finance, Asset Management, Consulting, Accounting, WMS, Partnership, JMB, JD, CPA, The Financial Lives of the Poets, American Health Care Act of 2017, RFC, Integration, Financial adviser, Tax advisor, Investment

Integrated Partners , (“Integrated”) a national, holistic financial planning and registered investment advisory firm, today announced Bloomfield, Michigan-based Wealthcare Management Services (“WMS”) and JMB Financial Services Group (“JMB”) as the latest affiliate partners to join the firm.

Key Points: 
  • Integrated Partners , (“Integrated”) a national, holistic financial planning and registered investment advisory firm, today announced Bloomfield, Michigan-based Wealthcare Management Services (“WMS”) and JMB Financial Services Group (“JMB”) as the latest affiliate partners to join the firm.
  • “Dave, Josh and their teams have already been working with our Managing Director of Investments, Stephen Kolano , to build a collaborative series of investment models and custom portfolios,” noted Paul Saganey , Integrated Partners’ Founder and Chief Executive Officer.
  • “Tapping into our Business Owner Solutions and family office experience will add another dimension to both teams of advisors.
  • For advisory firms that would like to learn more about Integrated and how to join the firm, go to integrated-partners.com .

AANA Presents Health Leadership Award to U.S. Representative Lauren Underwood, RN

Retrieved on: 
Thursday, April 27, 2023
Hospice and palliative medicine, Education, Addiction, Assembly, House of Representatives, COVID-19, Licensure, American Health Care Act of 2017, Multimedia, Mother, DNP, Crna, Medicare, Future, Congress, AANA, Gallup, MAT, Representative, Patient, Access, Federation, FAAN, House, ICAN, Nursing

ROSEMONT, Ill., April 27, 2023 /PRNewswire/ -- The American Association of Nurse Anesthesiology (AANA) will recognize U.S. Representative Lauren Underwood (D-IL) as the winner of its National Health Leadership Award for 2023 at its Mid-Year Assembly, to be held in Washington, D.C., April 29-May 3.

Key Points: 
  • ROSEMONT, Ill., April 27, 2023 /PRNewswire/ -- The American Association of Nurse Anesthesiology (AANA) will recognize U.S. Representative Lauren Underwood (D-IL) as the winner of its National Health Leadership Award for 2023 at its Mid-Year Assembly, to be held in Washington, D.C., April 29-May 3.
  • The National Health Leadership Award was established in 1992 and is presented to an individual working at the federal government level who has made a significant contribution to the formation of national health policy.
  • The award recognizes the individual's support in this process for the vital role that Certified Registered Nurse Anesthetists (CRNAs) play in providing access to cost-effective, quality anesthesia services.
  • Rep. Underwood serves Illinois' 14th Congressional District and was sworn into the 116th U.S. Congress on January 3, 2019.

Wealthcare Reports Year of Significant Growth and Upward Momentum with More than 150 Advisors and $5 billion AUM

Retrieved on: 
Tuesday, February 7, 2023
Barron's, Roger W. Jones Award for Executive Leadership, Woman, Human, FA, AUM, Proactivity, RIA, Risk, OneTrust, Financial management, Practice management software, Company 3 TFCA Luminary Award, Partnership, Growth, Sommers Light, RIAS, Practice management, Social media, Lunch, Financial adviser, American Health Care Act of 2017

Matt Regan, President of Wealthcare, comments, "2022 was certainly a challenging year in the broader markets.

Key Points: 
  • Matt Regan, President of Wealthcare, comments, "2022 was certainly a challenging year in the broader markets.
  • However, through hard work and a focus on elevating our unique offering for advisors and their clients, Wealthcare bucked downward industry trends and continued to thrive.
  • In addition to the increase in AUM through our recruiting and M&A efforts, our advisors continue to grow their practices at 3-4 times the industry average.
  • The Historical Audit capability allows advisors to take a thoughtful approach to dividing various periods of capital market assumptions.

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs

Retrieved on: 
Wednesday, December 7, 2022
Trust, Social media, Retirement, Housing, American Health Care Act of 2017, Partnership, RIAS, Knowledge, Intelligence, SVP, Investment, RIA, Clout, CDA, DIY, Growth, Multimedia, NewSpring Church, Fear, Insurance, Medicare, Science and technology in Asia, Risk, Financial adviser, Comfort zone (disambiguation)

Wealthcare provides leading investment, planning, and back-office solutions for over 170 advisors, and as part of the overall service offering, Wealthcare partners with best-in-class platforms that offer value and efficiency to advisors' practices.

Key Points: 
  • Wealthcare provides leading investment, planning, and back-office solutions for over 170 advisors, and as part of the overall service offering, Wealthcare partners with best-in-class platforms that offer value and efficiency to advisors' practices.
  • Wealthcare advisors can access a fintech marketing platform that utilizes artificial intelligence to drive prospect and client engagement.
  • "This partnership empowers Wealthcare advisors to better assist with each client's specific financial needs," said Dave Francis, CEO and co-founder of Healthpilot.
  • RetireOne's joint Wealthcare Portfolio Income Insurance program, powered by a Contingent Deferred Annuity (CDA), offers Wealthcare advisors a lifetime income solution1 for their clients.

Wealthcare launches new key enhancements to its patented Comfort Zone

Retrieved on: 
Monday, October 17, 2022
RIA, Growth, RIAS, Multimedia, NewSpring Worship, Knowledge, Goal, American Health Care Act of 2017, Dashboard, Financial adviser, Comfort zone (disambiguation)

RICHMOND, Va., Oct. 17, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today launches its upgraded Comfort Zone® technology, providing financial advisors with a digital dashboard that helps clients visualize and plan for their futures in a dynamic and simplified way.

Key Points: 
  • Since its inception, the Comfort Zone has evolved from an analytic tool to an intuitive, visually appealing planning approach.
  • Regan adds: "With Wealthcare's GDX360 and Comfort Zone, our goal is not to measure financial success with laser precision.
  • Powered by its patented Comfort Zone, Wealthcare's approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors.
  • Wealthcare comprises two RIAs, Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC.

Wealthcare Continues Expansion in the Direct Advisory Market through the Acquisition of Fellows Financial Group

Retrieved on: 
Friday, September 9, 2022
Partnership, Fellows, RIAS, RIA, NewSpring Worship, AUM, Goal, Multimedia, Knowledge, Acquisition, Growth, Financial adviser, Risk management, American Health Care Act of 2017, Comfort zone (disambiguation)

WEST CHESTER, Pa., Sept. 9, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Fellows Financial Group ("Fellows Financial").

Key Points: 
  • WEST CHESTER, Pa., Sept. 9, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Fellows Financial Group ("Fellows Financial").
  • This is the second acquisition that Wealthcare has made this year, further expanding the firm's presence in the direct advisory channel.
  • Fellows Financial has been a Wealthcare affiliated advisor since 2015, leveraging Wealthcare's technology and services platform to enhance its delivery of financial advisory services to its clients.
  • Through this acquisition, Wealthcare continues to expand its team of employee advisors and adds to its growing list of clients in the direct advisory space.

Wealthcare Continues Strong Growth Through Acquisition of Eagle Financial Management Services

Retrieved on: 
Thursday, June 16, 2022
AUM, Knowledge, RIA, Growth, Eagle, Acquisition, RIAS, NewSpring Worship, Multimedia, LPL, Goal, Financial adviser, Comfort zone (disambiguation), American Health Care Act of 2017

WEST CHESTER, Pa., June 16, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Eagle Financial Management Services ("Eagle Financial").

Key Points: 
  • WEST CHESTER, Pa., June 16, 2022 /PRNewswire/ -- Wealthcare Capital Management LLC ("Wealthcare"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Eagle Financial Management Services ("Eagle Financial").
  • "We're thrilled to welcome the Eagle Financial team to the Wealthcare family," says Matt Regan, President of Wealthcare.
  • "Eagle Financial's client-focused and planning-centric approach to wealth management makes them a natural fit for the Wealthcare organization.
  • "Congrats to the Eagle Financial and Wealthcare teams on this significant acquisition," says Bill Morrissey, former Managing Director of LPL and Wealthcare board member.

Wealthcare Adds Partnership with Pontera to its Platform

Retrieved on: 
Thursday, May 26, 2022
Knowledge, Multimedia, Goal, HSAS, Industry, Retirement, Partnership, RIA, NewSpring Church, Informa, Technology, EDGE, Growth, RIAS, Company, Financial adviser, Financial services, American Health Care Act of 2017, Comfort zone (disambiguation)

WEST CHESTER, Pa., May 26, 2022 /PRNewswire/ -- Wealthcare , a technology enabled RIA that supports independent financial advisors, and a NewSpring Holding platform company, today announced a new partnership for its GDX360wealth management platform.

Key Points: 
  • WEST CHESTER, Pa., May 26, 2022 /PRNewswire/ -- Wealthcare , a technology enabled RIA that supports independent financial advisors, and a NewSpring Holding platform company, today announced a new partnership for its GDX360wealth management platform.
  • Through this partnership, Wealthcare strengthens its commitment to offering its advisors the industry-leading resources they need to scale their business, create enterprise value, and improve client outcomes.
  • Pontera (formerly FeeX) provides the critical link to enable advisors to manage and trade 401(k) and other retirement accounts.
  • Wealthcare is comprised of two RIAs, Wealthcare Advisory Partners LLC and Wealthcare Capital Management LLC.

EdgeCo Holdings Finalizes Deal With Financeware to Purchase VMS Hub

Retrieved on: 
Monday, April 4, 2022
Finance, Professional Services, Technology, Insurance, Software, NSCC, Retirement, Trust, RIA, TPA, Generally Accepted Recordkeeping Principles, CEO, Michigan Office of Retirement Services, View, VMS, Software, Industry, Technology, North American Trust Company, American Health Care Act of 2017, Insurance, Acquisition, Management, Financial adviser, EDGECO, FINANCEWARE

EdgeCo Holdings LP (EdgeCo), a leading provider of best-in-class solutions for financial intermediaries and their clients, announced today that it has closed on its acquisition of NSCC trading workflow automation solution, VMS Hub, from Financeware, the parent company for Vertical Management Systems (VMS) and a NewSpring Holdings platform company.

Key Points: 
  • EdgeCo Holdings LP (EdgeCo), a leading provider of best-in-class solutions for financial intermediaries and their clients, announced today that it has closed on its acquisition of NSCC trading workflow automation solution, VMS Hub, from Financeware, the parent company for Vertical Management Systems (VMS) and a NewSpring Holdings platform company.
  • VMS Hub and the talented team that supports the solution deliver an incredible opportunity to our firm, added Friday.
  • The employees supporting the VMS Hub solution and its customers have all transitioned to EdgeCo.
  • Through its subsidiaries, EdgeCo Holdings is a leading provider of best-in-class, technology-enabled solutions for financial intermediaries and their clients.