Search Results for: Financial Advisor

Crypto Trading Platform BUYTEX Exchange Selects Trulioo to Provide Real-Time Identity and Document Verification
Business Fintech News

Trulioo Appoints Leigh Ramsden as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Technology Finance Veteran Mr. Ramsden will lead the company’s financial operations Trulioo, the leading global identity verification company, announced today that Leigh Ramsden will join the company as Chief Financial Officer, effective November 16, 2020. Mr. Ramsden brings more than 20 years of financial analysis and progressive leadership experience to......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Fintech News

Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman

Fintech News Desk
by Fintech News Desk0
Key additions enhance continued ability to provide software that increases advisors’ efficiency, builds stronger client relationships Bridge Financial Technology, the leading provider of wealth and asset management software and infrastructure, has strengthened its senior leadership team and named financial services veteran Christopher Haley as Chairman of its Board of Directors.......
SMArtX
Business Fintech News

SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
by Fintech News Desk0
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
xQuant Named to 2020 IDC FinTech 100 Rankings
Business Fintech News

Perry Hooker Named Managing Director for Cannon Financial Institute

Fintech News Desk
by Fintech News Desk0
SVP, Perry Hooker, has been named Managing Director Enterprise Sales and Relationship Management for Cannon Financial Institute. Cannon Financial Institute announced today that SVP, Perry Hooker, has been named Managing Director Enterprise Sales and Relationship Management. In this role, Hooker will lead the business development efforts for Cannon’s business solutions......
Tom Gruber, Former Head of Siri Advanced Development Group at Apple, Joins EverQuote’s Advisory Board
Artificial Intelligence Fintech InsurTech News

Tom Gruber, Former Head of Siri Advanced Development Group at Apple, Joins EverQuote’s Advisory Board

Fintech News Desk
by Fintech News Desk0
EverQuote, a leading online insurance marketplace, is pleased to announce that Tom Gruber has joined the Company’s Advisory Board. Read More: SBLI Increases Coverage to $750K for All Risk Classes With Contactless Digital Underwriting Process “Tom is a highly accomplished product leader with a keen focus on building products that......
KBRA Analytics Announces the Launch of KBRA Financial Intelligence (KFI)
Fintech News

KBRA Analytics Announces the Launch of KBRA Financial Intelligence (KFI)

Fintech News Desk
by Fintech News Desk0
KFI’s release represents a new generation of data-centric applications for the financial community. KBRA Analytics, Kroll Bond Rating Agency’s product platform for data and analytics, today introduced KFI, a platform that delivers high-quality data and powerful applications to financial institutions, specialist investors, advisors, and financial industry participants. Read More: Hot......
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment
Fintech News

Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment

Fintech News Desk
by Fintech News Desk0
According to the latest findings from Schwab is Independent Advisor Outlook Study (IAOS), independent advisors are experiencing challenges in their businesses stemming from COVID-19 but remain confident in the industry’s continued long-term growth. The study was released today as independent advisors gathered virtually for Schwab IMPACT®, which celebrates its 30th anniversary this year. Read......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
Planswell Fills C-Suite with Eye Towards Global Expansion
Business Fintech News Risk Management

The Behavioral Investing Institute Expands Advisor Training Program through Syntoniq Partnership

Fintech News Desk
by Fintech News Desk0
The Behavioral Investing Institute proudly announces its partnership with Syntoniq, creator of the my3B assessment tool and a provider of behavioral finance and risk assessment technology. The Behavioral Investing Institute is a multifaceted behavioral training and coaching service for financial advisors, sponsored and offered by Toews Asset Management. Read More: GlobalFintechSeries Interview......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech News Risk Management

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the availability of a series of Schwab Model Portfolios to advisors on the Riskalyze platform. Read More: Introducing Varo Advance: Instant Cash Access up to $100 “Years of research and expertise went into the......
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