Swiss Fintech Innovations’ Post

Happy anniversary! We Congratulate Charlie Dunn, CFP®, RICP®, Mark Perrault CFP, MBA, RICP, and our friends at Intergy Private Wealth for three years of incredible partnership. Here's to celebrating many more years of business growth and success together. Our advisors are independent but not alone. Intergy Private Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Proud moment to see this is The Times being listed as one of the Top Rated Advisers in the UK by VouchedFor! 🍾🌟🍾🌟 Thank you for all the wonderful client reviews in 2023 and of course the support of the amazing VIVA Wealth team - really couldn't do it without you all 😀 #toprated #trusted #financialadvice #financialplanning

Did I mention it ... implementations can be hard! 🤖 A huge thank you to team Jovia Financial Credit Union, Evan Get, Dennis Klemenz, Robin Block, Casey Mauldin and the rest of the wonderful Jovia family! From the initial strategy sessions in person in Long Island, where we planned out the project goals, to a brief but unforgettable pause to enjoy Jovia Financial Credit Union's incredible Super Bowl ad earlier this year – the teamwork was phenomenal. Honestly, I feel so lucky to be working with y'all! We navigated every challenge -- yes, no implementation is challenge-free -- with precision and dedication, culminating in a successful launch. I wanted to express how grateful were are for the hour-long conversations around change, Processes and People. (Change)-managing Processes and People is equally as important as the technology solution itself. As Evan Get flatteringly stated, "I want to thank the Clutch team for working hard to make this launch error-free, a great technical achievement in my book!" Here's to more successful partnerships and celebrating every milestone along the way! 🚀 #Partnership #Teamwork #DigitalTransformation #CreditUnions

The Financial Women's Association always put's on top tier #networking events! If you are in NYC on June 25th and want to make some great connections that further women in finance and leadership, you need to check this out!! #WomeninFinance #AdvancingWomen #WomeninLeadeership #SchwabLife

Navigating the Path to Prosperity: Rath Yatra reminds us that every element of a chariot, from the wheels to the horses, must work in sync to move forward. Similarly, in finance, a balanced approach, strategic planning, and unified efforts are essential for achieving financial success and stability. Happy, Holy and prosperous Rath Yatra To all of you from KreditMetriX Advisors 🙏 #Rathyatra #financialjourney #kreditmetrixadvisors

Over the holiday period we saw a slight uptick in licensee switches. Alliance Wealth sees the biggest gain of the week with 5 joining, most coming across from Crown Wealth Group. A big welcome to 2024’s newest advisers: Lisa-Maree Grono (Count Financial), Joanne Bombardier (RGM Financial Group), and Briellen Fenoglio (Divitia). Congrats! Your Adviser Ratings profile is ready to be claimed (link in the comments) 👇 Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

In the latest blog post from Ascend With Winstead, Troy Stevenson explores Rule 506(c) under Regulation D, which allows general advertising for private offerings—but only to accredited investors. Troy discusses Rule 506(c), outlining its benefits, requirements, verification methods, and record keeping. Read the full blog post here: https://bit.ly/3UC8noc Troy Stevenson I Alex Allemann I Marcus J. Brooks I Billy Rohrlich #Rule506c #AccreditedInvestor #PrivatePlacement #InvestmentBanking

Join me and WBENC as we discuss cash flow strategies to support business growth.

Pacific Smiles Group Pacific Smiles' Board urges shareholders to reject the low cash offer from Genesis Bidco, highlighting strong financial growth and ongoing stability. Read More https://lnkd.in/g4zbjqvA #PacificSmiles, #GenesisBidco, #ShareholderAnnouncement, #FinancialPerformance

#TeamGoals Yesterday (after voting of course ❎ ) the UK team and a few guests got together for the annual Silverfin #summersocial... and whilst someone forgot to tell the weather it was meant to be Summer it mattered not as we we headed to #shuttleclub in Shoreditch for some food, a few drinks and (naturally) some shuffle boarding. Life lesson: After darts a few weeks ago I'm learning that much like in work, in pub sports having a strong team is everything (my way of saying I maybe wasn't the best but was gifted with some ace teammates - Liam Wills and others!) 3 months in to my time at #Silverfin I'm still wowed by how passionate everyone is for what we do and you see that in how all the different business units collaborate, celebrate and work together. So yeah... #TeamGoals! And to celebrate here's a terrible selfie from the evening! Cameron Ford Vicky Nicholls Martin Lysholt Nielsen Aleisha Hales Murray Willson Marc Turley Tanguy Segers Hannah Bowater Thomas Worthington Jack Voller and everyone else! -------------------------------------------------- What is Silverfin? Silverfin is an native cloud based compliance solution for accountants that enable seamless & standardised working papers, accounts production, corporation tax and analytics currently being used by some of the largest and most forward thinking firms across the UK and Europe. Feel free to reach out for more info. #Enhancedaccounting #Compliancework #Accountants