Fintech company Facet raises $35 million in a round led by Multiplier Capital
BALTIMORE: Facet, the fintech company that is building the future of financial planning, has raised an additional $35 million in new financing. The round was led...
LifeSync: Wells Fargo’s new App that lets you track, invest, and plan finances
NY: Wells Fargo will make a financial planning tool available to its nearly 70 million customers, after launching it for wealth clients earlier this year....
Mattioli Woods acquires Ferguson Financial Management Limited
LONDON, UK: Mattioli Woods plc (AIM: MTW.L), the specialist wealth and asset management business, announced that its subsidiary Ludlow Wealth Management Group Limited has acquired...
The Role and Importance of Insurance in Your Financial Planning
Financial planning aims to help you find the best method to maximize your savings and investments. However, a financial plan alone does not guarantee that...
Kingswood Holdings agrees to acquire DJ Cooke Financial Planning
LONDON, UK: Kingswood Holdings Limited (AIM: KWG) has agreed to acquire the business assets of DJ Cooke Financial Planning Limited, an independent financial planning business...
Brewin Dolphin plc
Brewin Dolphin plc is one of the largest British investment management and financial planning firms with 33 offices throughout the UK, Jersey and Ireland. The...