Led by Next Frontier Capital, the new capital allows the company to add new products, increase headcount, and further its mission to usher in the modern era for retirement planning and investing SANDY, Utah–(BUSINESS WIRE)–401GO, the next-generation retirement plan provider for employers, advisors and individuals, today announced the successful completion of its $12 million Series A funding round, led by Next Frontier Capital. Additional investors … Continue reading 401GO Raises $12M Series A to Fuel Next Phase of Growth

Former Head of MassMutual U.S. to be Advisor360° CEO and Chairman of the Board WESTON, Mass.–(BUSINESS WIRE)–Advisor360°, a leading provider of integrated software for enterprise wealth management firms, is pleased to announce that Mike Fanning, the former Head of Mass Mutual U.S., will succeed Richard Napolitano as Chief Executive Officer upon Napolitano’s retirement, effective May 1. “Rich’s leadership and vision have been fundamental in setting … Continue reading Advisor360° Names Industry Veteran Mike Fanning Chief Executive Officer

Firm bolsters leadership team with the addition of Halbert and promotion of Martha Blenkush to chief of staff CHICAGO – F2 Strategy, a leading wealth management technology services company, today announces the hiring of Jay Halbert to the newly created chief financial officer (CFO) position. Halbert will assume a pivotal role in overseeing the entirety of the rapidly growing company’s financial operations, including accounting; financial reporting, planning … Continue reading F2 Strategy Appoints Jay Halbert as Chief Financial Officer