financial planning

Round led by Madrona to bolster the company’s focus on global growth TaskHuman, the 1:1 digital coaching platform, announced it raised $20 million in Series B funding to amplify human well-being and productivity in a digital world. Madrona…
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NewStar Asset Management  a real estate-focused alternative investment and asset management company based in Atlanta, Georgia, announced that Jennifer Dinkins has joined the Company as Chief Accounting Officer. In her new role, Miss Dinkins…
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eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, is seeking financial planning students to join its Student Advisory Board for the Fall 2022 semester. As advisory board members,…
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Planful Inc., the pioneer of financial planning, analysis (FP&A), and consolidations cloud software, announced that Planful has earned Great Place to Work certification for the first time in the company's history in both the US and…
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Following an extensive executive search, Compassion International has named Joe Wilkins as the organization's new chief financial officer (CFO). Wilkins, former vice president of finance and long-tenured executive with UPS, will serve in…
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Betterleave Bereavement announced the launch of its bereavement care platform for employers and health plans, built to support employees experiencing the death of a family member, friend, colleague, pet or pregnancy loss. Companies use…
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Appoints Jason Facer as Chief Financial Officer and Peter Salamanca as Chief Operating Officer Navisite announced two new additions to its executive leadership team: Jason Facer as Chief Financial Officer (CFO) and Peter Salamanca as…
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The CFP Board Center for Financial Planning released a Guide to Careers in Financial Planning to provide students, career changers and financial services professionals with guidance on beginning and sustaining a successful and rewarding…
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Keen Wealth Advisors, a financial planning firm based in Overland Park, Kansas, is pleased to announce the arrival of Natasha Gibbons as a Client Service Associate. Natasha's experience within the industry dates back to 2012 and spans…
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Voya Financial, Inc., announced today that it has entered into a definitive agreement with Cetera Financial Group, Inc. (Cetera), one of the nation’s largest networks of independently managed broker-dealers, for Cetera to acquire the…
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