Search Results for: Financial Advisor

Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights
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Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights

Fintech News Desk
Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey¹ by Life Stage Insights, a marketing technology company that empowers financial advisors to automate deep connections with prospects and clients. The top reason clients say they don’t read their financial......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
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AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
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Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
Broadridge Names Vijay Mayadas to Lead Capital Markets
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Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study

Fintech News Desk
Broadridge Financial Solutions, a global Fintech leader, released a survey of over 400 financial advisors, which reveals that financial advisors did not find asset manager wholesalers more helpful in addressing their needs throughout the challenges of the COVID-19 pandemic. Seventy percent of advisors agree that the pandemic will have a......
KBC Bank Chooses Finastra for Libor Transition
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7-Tool Advisor Equips Financial Advisors With Game-Changing Practice Solutions

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One Seven, a registered investment advisor and comprehensive business management platform for financial advisors, today announces the launch of 7-Tool Advisor, a bold new self-development and practice management solution for growth-minded advisors. Whether partnered with One Seven or operating an unaffiliated practice, 7-Tool Advisor equips financial advisors with seven game-changing solutions......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
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Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
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Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors
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ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors

Fintech News Desk
ETFLogic, the leading ETF portfolio analytics provider, has announced new additions to their Logicly platform, which include deeper integrations with wealth management partners, mutual fund support, and advanced charting capabilities. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since its launch in January......
New York Life Investments Launches Data Visualization Platform for Financial Advisors
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New York Life Investments Launches Data Visualization Platform for Financial Advisors

Fintech News Desk
Advisor Channel offers advisors data-driven visuals on capital markets and investment trends New York Life Investments, in partnership with Visual Capitalist, announced the launch of Advisor Channel, a data visualization platform offering financial advisors easily accessible and digestible educational material on critical capital markets and investment trends. Read More: GlobalFintechSeries......
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Greenwich Associates Finds Amid COVID-19 Crisis, More Than Half of Financial Advisors Globally Are Increasing Their Presence on Top Social Media Platforms

Fintech News Desk
Financial advisors are dramatically stepping up their use of social media platforms like LinkedIn and Twitter. With the COVID-19 crisis keeping markets volatile, clients jittery and most professionals cooped up at home, financial advisors are adopting social media as a way of keeping themselves informed and in touch with clients......
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