Search Results for: Financial Advisor

eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App
Fintech Mobile Banking News

eMoney Advisor Announces Launch of Incentive, A Financial Planning and Wellness Mobile App

Fintech News Desk
by Fintech News Desk0
The application, formerly known as Project Avocado, offers self-led planning and budgeting and is accessible through retirement plan advisors Currently in beta with six firms, Incentive is scheduled for general availability in January 2021 eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money,......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Financial Services Association Adds New Member Benefit - Advisor Controls
Business Fintech News

Financial Services Association Adds New Member Benefit – Advisor Controls

Fintech News Desk
by Fintech News Desk0
The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Advisor Controls for its Retirement Plan Simulator (RPS) – an easy to use solution for understanding and advancing clients’ retirement income stories. Members will receive a benefit offering of $20 off per month of their subscription fees......
Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners' Global Advisory Council
Fintech Investment Services News

Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners’ Global Advisory Council

Fintech News Desk
by Fintech News Desk0
Nellie Levchin & Sim Tshabalala join Motive Partners’ Global Advisory Council to further deepen the firm’s industry expertise, network and origination capabilities Motive Partners, a specialist private equity firm focused on software and information services companies that serve the financial services industry, announces its formal partnership with Nellie Levchin and Sim Tshabalala as new......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions
Business Fintech Investment Services News

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
ERP Advisors Group Draws Attention to Internal Control Over Financial Reporting
Economy Fintech News

ERP Advisors Group Draws Attention to Internal Control Over Financial Reporting

Fintech News Desk
by Fintech News Desk0
On Thursday, July 16, ERP Advisors Group hosted a conference call and live podcast to discuss the topic of “Internal Control Over Financial Reporting with ERP,” especially as it relates to the current economic climate. Read More: GlobalFintechSeries Interview with Curtis Webb, Vice President, Product Management – Emerging Payments at Meta......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets

Fintech News Desk
by Fintech News Desk0
Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial. Jeffery Davis joined from Morgan Stanley in Plano, Texas. Separately, Glen Wilk joined from Wells Fargo in Duluth, Georgia. Both teams were looking for a firm that is strategically focused......
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