Carefull lands $16.5M to shield seniors from financial fraud

Carefull, a fintech platform that aims to help banks protect older customers from fraud, scams and “money mistakes,” today announced that it raised $16.5 million in a Series A round led by Fin Capital with participation from TTV Capital, Bessemer Venture Partners, Commerce Ventures, Montage Ventures and Northwestern Mutual. Bringing...

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State abortion restrictions may affect financially insecure Latinas

Aldomurillo | E+ | Getty ImagesOver a year ago, the Supreme Court overturned Roe v. Wade, the landmark 1973 case that paved the right to abortion, leaving millions of women grappling with the fallout — and Latinas are particularly likely to be affected.Lea este artículo en español aquí.More than three...

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Philanthropy resources for advisors

An upcoming webinar will explore how to be a better advisor and “amplify your impact” across your business. The Advisor Insights Lab, hosted by InvestmentNews and sponsored by Thrivent Advisor Network, will bring together industry leaders from Thrivent Advisor Network, Mission Wealth, Parable Wealth Partners, Advent Partners, The American College...

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Cetera affiliate Totus Wealth Management adds $327M advisor team for new Atlanta office

Advisors from two separate firms are joining forces to launch a new office for Totus Wealth Management, which has been affiliated with Cetera since 2021. The metro Atlanta office brings together Raymond Bardoul and Brian Fox with a combined $327 million in assets under administration. Bardoul was previously with MML...

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