Search Results for: financial broker platform

Accrete Launches Alternative Investment Platform to Democratize Access to Private Markets
Investments News

Accrete Launches Alternative Investment Platform to Democratize Access to Private Markets

Fintech News Desk
by Fintech News Desk0
Platform Opens Alternative Investment Opportunities Previously Limited to Ultra-High Net Worth Investors Accrete, an alternative asset management technology platform designed to unlock private investment opportunities for those historically boxed out by six-figure minimum investments, launches to the public. Accrete works with experienced, tenured sponsors to underwrite direct investment opportunities and......
Tavant FinDecision Enhances Broker Experience Through Collaboration with PennyMac Financial Services, Inc.
Finance News

Tavant FinDecision Enhances Broker Experience Through Collaboration with PennyMac Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Joint implementation features Tavant FinDecision in Dual AUS Offer with Top Mortgage Lender Tavant, a Silicon Valley-based provider of industry-leading digital lending solutions, announced that it is collaborating with PennyMac Financial Services, Inc. (NYSE: PFSI) (Pennymac), one of the largest publicly traded residential mortgage companies in the country. Pennymac has......
DISQO Insights: Crypto and Newer Financial Services Gain Consumer Traction
Cryptocurrency Currency Exchange News

DISQO Insights: Crypto and Newer Financial Services Gain Consumer Traction

Fintech News Desk
by Fintech News Desk0
Engagement with new services and currencies driven by investor confidence, not age or income Consumer insights platform, DISQO, released new insights about consumers’ engagement with, and attitudes about new online financial services and cryptocurrency. DISQO’s findings about what people think and do relative to financial sector disruptors are important across industries as brands and......
LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Fintech News

LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL firm. The father-son team joins from Raymond James and reported to LPL it served approximately......
InCore Bank expands its Digital Asset Brokerage to a 24/7 Banking Service with AlgoTrader
Banking Digital Asset Management News

InCore Bank expands its Digital Asset Brokerage to a 24/7 Banking Service with AlgoTrader

Fintech News Desk
by Fintech News Desk0
Swiss InCore Bank integrates AlgoTrader’s digital asset order and execution management platform WIRESWARM to provide its institutional-grade crypto and digital asset trading for its banking clients around the clock AlgoTrader and InCore Bank are proud to announce their new partnership focused on broadening access to the digital asset markets for......
Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities
Finance News

New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities

Fintech News Desk
by Fintech News Desk0
Improvement in the financial industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC and Civitas Advisor Solutions, LLC offer clients new groundbreaking solutions and opportunities. Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with over 40 independent......
CoinsMarkets Upgrades Platform, Adds New Charting Tools
Cryptocurrency Currency Exchange News

CoinsMarkets Upgrades Platform, Adds New Charting Tools

Fintech News Desk
by Fintech News Desk0
New technologies are constantly improving the online financial services sphere, providing the necessary tools to properly analyze the markets and improve decision-making processes. With competition over clientele becoming more and more intense, one name stands out, thanks to its ability to innovate time and again. That is online brokerage brand ConisMarkets,......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Relation Insurance Services, Inc. Acquires the Assets of Hodge Ethridge Insurance and Financial Services, LLC
Finance InsurTech News

Relation Insurance Services, Inc. Acquires the Assets of Hodge Ethridge Insurance and Financial Services, LLC

Fintech News Desk
by Fintech News Desk0
Transaction adds to Relation’s presence in South Carolina and further expands the Relation Select platform Relation Insurance Services, Inc. (“Relation”), one of the largest and fastest-growing national insurance agencies, announced it acquired the assets of South Carolina-based Hodge Ethridge Insurance and Financial Services, LLC (“Hodge Ethridge”). Hodge Ethridge was previously......
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