Search Results for: Wealth Advisory

Wealth Migrate
Finance Investments News

Wealth Migrate: Expert Advice From Scott Picken on Offshore Investments

Fintech News Desk
by Fintech News Desk0
Picken believes there are three main factors you must consider when investing offshore Investing offshore has been made vastly easier with advances in tech, and for companies like Wealth Migrate, these options are now more accessible for investors through its online platform. Wealth Migrate has been trying to achieve this......
Zoe Financial Announces Record Quarter Milestones
Finance Fintech News

Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country Zoe Financial, a digital marketplace that empowers consumers to find the best and most trustworthy financial advisor for them,......
FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange
InsurTech Investments News

FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients Envestnet, Inc. and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced that annuity solutions from AIG Life & Retirement are now available through......
Informa Explores Robo-Advisory Space with New Digital Tool
Banking Digital Fintech Investments News

Informa Explores Robo-Advisory Space with New Digital Tool

Fintech News Desk
by Fintech News Desk0
New Digital Tracking Tool Mines ≈$450 Billion Industry for Strategies to Boost Performance of Banks, Investment Firms Financial services firms looking to grow robo-advisory wealth-management platforms can now gain market insights and competitive intelligence with new digital tracking launched by Financial Benchmarking & Omnichannel Experience (FBX). Similar to other tracking......
Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board
Business Fintech News

Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board

Fintech News Desk
by Fintech News Desk0
Leftbrain, the leading fintech company in business management, today announced the appointment of Jenna Adler, Lindsay Unwin, and Michael Fineberg to its newly formed advisory board. The board brings decades of collective experience in the music and tech industries and will be instrumental in helping Leftbrain scale its technologies and reach a new generation......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board
Business Digital Fintech News

Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board

Fintech News Desk
by Fintech News Desk0
Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board. As a Board member, Phillips will offer her insights throughout the year on emerging and hot-button topics concerning the intersection of finance and technology. This appointment adds to Phillips’ list of......
Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry
Artificial Intelligence Banking Business Fintech InsurTech News

Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic. Zoe Financial today celebrates three years empowering consumers to find the best and most trustworthy financial advisors. Read More: GlobalFintechSeries Interview......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
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