Search Results for: Financial Advisor

H&R Block Study Reveals Majority of Small Business Owners Need Personal Advice to Recover from Pandemic
Fintech Startups News

H&R Block Adds Chief Product and Experience Officer and Chief Financial Services Officer to Its Senior Leadership Team

Fintech News Desk
by Fintech News Desk0
H&R Block (NYSE: HRB) today announced that Julius Lai and Les Whiting have joined the company as chief product and experience officer and chief financial services officer, respectively, and will be members of the company’s senior leadership team reporting directly to President and Chief Executive Officer Jeff Jones. Lai will......
Wolters Kluwer expert solutions recognized by 2020 CPA Practice Advisor Technology Innovation Awards
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Wolters Kluwer expert solutions recognized by 2020 CPA Practice Advisor Technology Innovation Awards

Fintech News Desk
by Fintech News Desk0
Cloud-based CCH Axcess™ Client Collaboration and CCH Axcess™ Knowledge Coach expert solutions recognized for helping shape the profession through increased collaboration and productivity Today, Wolters Kluwer Tax & Accounting announced that its cloud-based CCH Axcess™ Client Collaboration and CCH Axcess™ Knowledge Coach expert solutions were recognized as winners in the 2020 CPA Practice Advisor Technology Innovation Awards.......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
Fintech Investment Services News

COVID-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Fintech News Desk
by Fintech News Desk0
In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for TD Ameritrade Institutional[1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Manatt Advises Fintech Pioneer Jiko in Its Historic Acquisition of National Bank
Blockchain Fintech News

Manatt Continues Growth of Financial Services Group With Addition of Fintech Team

Fintech News Desk
by Fintech News Desk0
Marc Boiron and Rebecca Rettig’s extensive decentralized finance experience to further enhance firm’s financial services, M&A, digital and technology, and privacy and data security offerings Manatt, Phelps & Phillips, LLP, a multidisciplinary, integrated professional services firm, announced today that corporate partner Marc Boiron and litigation partner Rebecca Rettig have joined the firm in its......
Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
Fintech News

Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios

Fintech News Desk
by Fintech News Desk0
New Service Puts Your Investments on Cruise Control, Provides Access to a Financial Advisor to Ensure a High-Quality Experience(Tech Financial Management) Tech Financial Management, a division of Tech CU (Technology Credit Union), announced the launch of Guided Wealth Portfolios. Powered by LPL Financial, the new service is designed to provide consumers......
FICO Holds Free Virtual Financial Education Event to Help Empower Baltimore Consumers
Fintech News

FICO Holds Free Virtual Financial Education Event to Help Empower Baltimore Consumers

Fintech News Desk
by Fintech News Desk0
Senator Chris Van Hollen to Discuss Importance of Financial Literacy Leading analytics software firm FICO, will host a free financial education online event for Baltimore-area residents on August 27 to provide consumers with knowledge and tools to gain better insight into their financial health. Senator Chris Van Hollen will join the event to provide opening......
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