Search Results for: Financial Advisor

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
B2B Digital Fintech InsurTech News

iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
Skience platform comes to BankPlus financial advisors
Banking Fintech News

Skience Platform Comes to BankPlus Financial Advisors

Fintech News Desk
by Fintech News Desk0
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.......
Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
Business Fintech News

Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors

Fintech News Desk
by Fintech News Desk0
BankPlus to Leverage Skience’s Digital Client Onboarding and Data Consolidation Solutions to Enhance Efficiency and Provide Clients with a Simplified Digital Experience Skience, a leading financial services solution and consulting provider, announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus,......
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
Business Fintech Investment Services News

AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

Fintech News Desk
by Fintech News Desk0
AssetMark announced its 2021 outlook for the financial advisory industry. While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing to this shift prior to 2020. In many ways, 2021 will......
iCapital NetworkÒ Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors
Fintech Investment Services News

iCapital Network Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors

Fintech News Desk
by Fintech News Desk0
iCapital leverages AI Insight’s platform to offer independent advisors fund-specific research and credentialing  iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education......
Confident in Managing Liquidity, Organizations Still Face Challenges Forecasting
Fintech News

Deloitte recognized by Mergermarket as the #1 Global and European M&A Financial Advisor in 2020

Fintech News Desk
by Fintech News Desk0
Deloitte Corporate Finance practices (Deloitte) have been recognized as the #1 Global M&A Financial Advisor by deal volume, according to Mergermarket, an Acuris company, in its 2020 Global and Regional M&A Report. Deloitte also achieved the #1 ranking in terms of global cross-border deal activity and also, European deal activity.......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Fintech News

Fintech SaaS Company ‘AskMyAdvisor™’ Introduces Innovative Digital Solution to Help Solve The COVID Disruption of In-Person Advisory Services for Accountants, Attorneys, Financial Advisors and Realtors

Fintech News Desk
by Fintech News Desk0
AskMyAdvisor™ recently announced the launch of its new Q&A Web Page Builder specifically designed to help professional advisors seamlessly address questions and needs from their top 25 clients and make instant connections to potential referrals, without having to set up in-person meetings. Read More: BitGo Announces $16 Billion in Assets......
LOGICLY Analytics Platform Adds Mutual Fund Support and Portfolio Reporting for Financial Advisors
Business Fintech News

LOGICLY Analytics Platform Adds Mutual Fund Support and Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Logicly, the leading ETF portfolio analytics platform for financial advisors developed by ETFLogic, has announced a significant addition to the platform with full support for mutual funds and single stocks. The team at ETFLogic has also added additional reporting capabilities to help advisors improve communication with clients about their investments.......
Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
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Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or......
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