Search Results for: advisor marketing

Rutherford & Associates Welcomes Vice President of Sales and Marketing, Erich Colberg
Capital Markets Fintech News

Rutherford & Associates Welcomes Vice President of Sales and Marketing, Erich Colberg

Fintech News Desk
by Fintech News Desk0
Rutherford & Associates is the creator of eoStar, a comprehensive ERP route accounting software for global modern beverage distribution organizations, announced that Erich Colberg has joined the executive team as the new Vice President of Sales and Marketing. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing......
The American Economy Runs on ACH, Says Mercator Advisory Group White Paper
Economy Fintech News

The American Economy Runs on ACH, Says Mercator Advisory Group White Paper

Fintech News Desk
by Fintech News Desk0
The ACH Network is woven into the daily payment activity of American consumers, businesses and government, says a Mercator Advisory Group white paper published titled, “The Expanding Role of ACH in the Era of Faster Payments.” The paper also highlights how – as payments become faster – ACH supports the......
Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
by Fintech News Desk0
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Agora Data Announces Addition of Auto Industry Professional Chantelle Hardy
Banking Fintech News

Agora Services Adds Board Advisors and Senior Advisors to Assist Financial Institutions in Accelerating Digital Banking Offerings

Fintech News Desk
by Fintech News Desk0
Agora Services, the leading provider of digital platform banking solutions, adds two board advisors and two senior advisors to assist the company in providing digital banking offerings to financial institutions. The new Agora Services team members will help guide the company, its partners and customers to deliver the highest level......
eMoney Advisor and Allianz Life Announce New Strategic Partnership
Capital Markets Fintech News

eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced plans to make its planning platform, marketing solutions and educational resources more accessible to advisors. Amidst the......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors are facing significant challenges, in terms of Read More: GloveBox Platform Update Allows Access Via Web Application reduced revenue and the......
Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
by Fintech News Desk0
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
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