Search Results for: financial professionals

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals
Finance Fintech News

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals

PR Newswire
by PR Newswire0
Covr Financial Technologies, a leading digital insurance provider, announced this week the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. This cutting-edge software empowers financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care,......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Bain & Company and the Association for Financial Professionals partner to drive capability building for finance teams in support of bold CFO agendas
Finance News

Bain & Company and the Association for Financial Professionals Partner to Drive Capability Building for Finance Teams in Support of Bold CFO Agendas

Fintech News Desk
by Fintech News Desk0
This partnership brings robust training to Bain & Company clients, as well as thought leadership collaboration on key CFO issues, including ESG, advanced analytics and agile financial planning Bain & Company announced a strategic partnership with the Association for Financial Professionals (AFP), a leading global professional society for finance professionals. This......
TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot
Fintech News

TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot

Fintech News Desk
by Fintech News Desk0
The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi + as Chairman and Chief Creative Officer respectively TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the launch of their Magnifi+ platform. Magnifi + features investment intelligence from leading financial pros through......
Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice
Finance News

Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Network’s African American Financial Professionals Network Partners with CHIP Professionals, a Leading Digital Platform, to Match Consumers with Financial Professionals Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the partnership of its African American Financial Professionals Network (AAFPN) with Changing How Individuals......
Chalice Network and Rapid Finance Have Teamed up to Help Independent Financial Professionals Nationwide
Finance News

Chalice Network and Rapid Finance Have Teamed up to Help Independent Financial Professionals Nationwide

Fintech News Desk
by Fintech News Desk0
Rapid Finance is the premier lender for independent and small business owners. Securing this partnership means lower rates for Chalice Network members, and options for growth capital at their fingertips Chalice Network is proud to announce a new partnership with Rapid Finance. This partnership will give the expansive network of......
1