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 by Multiplier Capital, a leading provider of flexible financing solutions. Recently named to the Inc. 5000 list of America’s fastest-growing private companies for a second time, Facet is redefining financial…
Tag: financial planning
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. The tool, called LifeSync, enables mobile users to create and monitor their financial objectives, check their credit ratings and get in touch with financial advisers. Michael Liersch, the head of…
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 trade and assets of Ferguson Financial Management Limited for an initial consideration of £0.6 million and potential further consideration of up to £0.6 million dependent on the attainment of…
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 you will enjoy your savings and investments. This is where insurance comes in handy. Having a good insurance policy gives protection against unexpected situations and lets you enjoy your savings…
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 servicing clients across South Yorkshire. Following Completion, around £1.5m is payable over a 2 year period. £749k will be paid at closing and the balance paid on a deferred basis,…
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 company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. A wholly owned subsidiary, Brewin Dolphin Limited, is based in Dublin. Brewin Dolphin…