Search Results for: advisor marketing

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience
Compliance management Fintech News

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience

PR Newswire
by PR Newswire0
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a......
The Marygold Companies’ Subsidiary, Marygold & Co., Initiates Nationwide Marketing of Newly Developed Mobile Fintech App
Banking Fintech News

Marygold & Co.,Initiates Nationwide Marketing of Newly Developed Mobile Fintech App

Business Wire
by Business Wire0
Unique Digital Mobile Platform Enables Clients to Spend, Invest and Save with FDIC-Insured Accounts Proprietary, Internally Developed App Completes Beta Testing; Now Available at Apple and Google App Stores for iOS and Android Devices The Marygold Companies, a diversified global holding firm, announced that its wholly owned subsidiary, Denver-based Marygold &......
Aprimo Partners with PathFactory to Provide Comprehensive Marketing Solution
Digital Asset Management News

Aprimo Partners with PathFactory to Provide Comprehensive Marketing Solution

Business Wire
by Business Wire0
New partnership set to provide seamless end-to-end experience engine to enhance brand experience and boost revenue Aprimo, an industry-leading provider of digital asset management and content operations solutions,  announced a new partnership with PathFactory, a leading B2B Content Intelligence platform, to provide a comprehensive solution for managing and optimizing the......
Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Cornerstone Advisors Launches Digital School
Finance Fintech News

Cornerstone Advisors Launches Digital School

Fintech News Desk
by Fintech News Desk0
Company expands educational offerings to help financial institutions meet digital transformation demands Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions, and fintech firms, announced that it has created a Digital School to provide financial institution executives with education and tools to get them up to speed on......
Snappy Kraken Survey Reveals About Half of High-Net-Worth Retirees are Considering Hiring a New Financial Advisor
Finance News

Snappy Kraken Survey Reveals About Half of HNW Retirees are Considering Hiring a New Financial Advisor

Fintech News Desk
by Fintech News Desk0
Advisors risk attrition if not consistently communicating with clients during difficult markets Snappy Kraken, the MarTech innovator serving financial services professionals, announced the results of its survey of high-net-worth (HNW) retirees and pre-retirees. The survey, which focused on bear markets and the threat of a recession, found that slightly more than......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
by Fintech News Desk0
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
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