Search Results for: Financial Advisor

Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Featured Fintech Fintech Primers

What Is Financial Technology?

Pooja Choudhary
by Pooja Choudhary0
Visa, Mastercard, PayPal, Stripe, Plaid, Chime, Ripple, NuBank, Paytm, and the list can go on… In the current year, the fintech space is worth an astonishing figure of $179 billion. There are no less than reported 30,000 fintech startups. Feeling like you have heard or read these somewhere? Well, these......
DFS Investors Have Opportunity to Lead Discover Financial Services Securities Fraud Lawsuit
Investment Services News

DFS Investors Have Opportunity to Lead Discover Financial Services Securities Fraud Lawsuit

PR Newswire
by PR Newswire0
Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Discover Financial Services (“Discover” or the “Company”) Investors suffering losses on their Discover investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal......
Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management
Finance News

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management

PR Newswire
by PR Newswire0
Vlorish, an innovative financial technology startup, officially launches its new freelancer finance platform aimed at disrupting traditional bookkeeping, budgeting and credit scoring models for the freelance market. The first-of-its-kind web platform offers freelancers, solopreneurs, independent contractors, and employees with side hustles a way to manage their personal and business finances......
LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
ACAMS Launches AFC Academy to Provide Tailored Training to Banks and Other Financial Services Providers
News Risk Management

ACAMS Launches AFC Academy to Provide Tailored Training to Banks and Other Financial Services Providers

PR Newswire
by PR Newswire0
The new initiative provides enterprise training solutions, with options to choose between ground-up development or program enhancement Regulators are demanding that financial institutions have effective anti-financial crime (AFC) programs in place, and effectiveness requires implementing an ongoing AFC training program that is robust and tailored to the specific risks an institution......
SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group
Investment Services News

SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group

PR Newswire
by PR Newswire0
SVB Financial Group announced that it has completed the sale of its investment banking business, SVB Securities LLC (now named Leerink Partners LLC), to the management team bidder group led by Jeff Leerink, Leerink Partners’ Chief Executive Officer and Founder, and backed by funds managed by The Baupost Group L.L.C.......
Fireblocks Acquires Tokenization Firm BlockFold to Serve Industry's Largest Banks & Financial Institutions
Banking Blockchain News

Fireblocks Acquires Tokenization Firm BlockFold to Serve Industry’s Largest Banks & Financial Institutions

PR Newswire
by PR Newswire0
With 75% of its tier-1 FI customers exploring tokenization, Fireblocks now supports clients with their most complex tokenization use cases Fireblocks is excited to announce the acquisition of BlockFold, a smart contract development and consulting firm specializing in advanced tokenization projects for financial institutions. The acquisition enriches Fireblocks’ tokenization capabilities......
SEI Launches Enhancements to Advisor Technology Suite
Digital Finance News Technology

SEI Launches Enhancements to Advisor Technology Suite

PR Newswire
by PR Newswire0
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients SEI announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI Connect that enables advisors to provide clients a full picture of their financial lives. According to Cerulli Associates’ “State of Wealth Management......
Camino Financial and Fundation Merge to Form Full Spectrum Small Business Lender
Investment Services Lending News

Camino Financial and Fundation Merge to Form Full Spectrum Small Business Lender

PR Newswire
by PR Newswire0
The joint entity will be one of the few multi-channel financing platforms offering credit solutions tailored to all stages of small business growth Camino Financial and Fundation will combine to create a new, full spectrum SMB lender providing credit solutions to fund the growth of small businesses. Camino Financial, a......
1