Search Results for: Financial Advisor

J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
Featured Fintech Fintech Startups

Why Do Financial Advisors and Fintechs Need a Sound Omnichannel And Digital Prospecting Strategy?

Paroma Sen
by Paroma Sen0
For tech sales and marketing teams as well as financial advisors who’ve been prospecting for clients during the ongoing Covid-19 pandemic, acquiring new business has been a bigger challenge than usual during the downtime. However, the right strategy combined with the right balance of reach and creative efforts can help......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
Galaxy Digital and CAIS Partner to Provide Institutional-Quality Digital Assets Access and Education for Financial Advisors
Blockchain Business Fintech Investment Services News

Galaxy Digital and CAIS Partner to Provide Institutional-Quality Digital Assets Access and Education for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Galaxy Digital Holdings Ltd., through its asset management affiliate Galaxy Digital Capital Management LP, and CAIS, the industry leading alternative investment platform, announced a strategic partnership providing financial advisors with streamlined access to Galaxy Digital Asset Management’s investment products, plus educational resources spanning blockchain and digital assets. The partnership increases......
Featured Fintech Fintech Startups

Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Fintech Funding News

Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to......
Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List
Fintech News

Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List

Fintech News Desk
by Fintech News Desk0
Forbes has announced its annual ranking of Top Women Wealth Advisors across the United States. Two UBS financial advisors from the local area have been included: Courtney Liddy of the UBS Downtown San Diego branch and Kalyn Maher Walker of the UBS Carmel Valley branch. There were 157 UBS advisors included in Forbes’ list of 1,000 women. Overall, the......
1