Search Results for: advisor marketing

BlueVine Announces General Availability of Business Banking with Checking, Payments, and Partner Integrations
Banking Fintech News

BlueVine Appoints Former PayPal Head of Marketing Patrick Adams as Company’s First Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
BlueVine, the leading provider of small business banking, announced today that it has named marketing veteran Patrick Adams as its Chief Marketing Officer. In this role, Adams will oversee all marketing functions and will report to Eyal Lifshitz, CEO and co-founder. Read More: Tuned.com Nominated for Best Trading Platform in Global......
KBC Bank Chooses Finastra for Libor Transition
Fintech News

7-Tool Advisor Equips Financial Advisors With Game-Changing Practice Solutions

Fintech News Desk
by Fintech News Desk0
One Seven, a registered investment advisor and comprehensive business management platform for financial advisors, today announces the launch of 7-Tool Advisor, a bold new self-development and practice management solution for growth-minded advisors. Whether partnered with One Seven or operating an unaffiliated practice, 7-Tool Advisor equips financial advisors with seven game-changing solutions......
ZorroSign Welcomes Silicon Valley Leader as Strategic Advisor and Acting Chief Growth Officer
Blockchain Fintech News

ZorroSign Welcomes Silicon Valley Leader as Strategic Advisor and Acting Chief Growth Officer

Fintech News Desk
by Fintech News Desk0
ZorroSign, Inc., a global leader in blockchain-based digital signatures, announced the addition of Arra G. Yerganian as a strategic advisor and acting chief growth officer. Mr. Yerganian will lead ZorroSign’s sales and marketing efforts, expanding the company’s global market share while driving brand strategy and new customer and partnership relationships.......
Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
New York Life Investments Launches Data Visualization Platform for Financial Advisors
Big Data Capital Markets Fintech Investment Services News

New York Life Investments Launches Data Visualization Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Advisor Channel offers advisors data-driven visuals on capital markets and investment trends New York Life Investments, in partnership with Visual Capitalist, announced the launch of Advisor Channel, a data visualization platform offering financial advisors easily accessible and digestible educational material on critical capital markets and investment trends. Read More: GlobalFintechSeries......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Fintech Investment Services News

COVID-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Fintech News Desk
by Fintech News Desk0
In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for TD Ameritrade Institutional[1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re......
Worldwide Asset eXchange™ Creates WAX Advisory Council
Blockchain News

Worldwide Asset eXchange™ Creates WAX Advisory Council

Fintech News Desk
by Fintech News Desk0
Featuring members from the world’s leading companies Today, Worldwide Asset eXchange ™ (WAX) announces the addition of nine members to the WAX Advisory Council, an organization that brings together the greatest minds in tech, video gaming, entertainment and other relevant industries to accelerate the adoption of WAX Blockchain technology. Read......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Broadridge Names Edmund Reese Chief Financial Officer
Artificial Intelligence Blockchain Fintech News

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
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