Search Results for: Financial Advisor

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
Research & Ranking Launches India's AI-Driven Financial Mentors Vasu and Vidya
Finance News

Research & Ranking Launches India’s AI-Driven Financial Mentors Vasu and Vidya

Fintech News Desk
by Fintech News Desk0
Research & Ranking, the equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, with Teacher’s Day around the brand has launched India’s AI-driven financial Mentors Vasu and Vidya. Designed to empower individuals with comprehensive financial insights through engaging and visually appealing snackable content. Vasu and Vidya are......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
CrossCountry Consulting Appoints National Financial Services Partner
Banking Capital Markets News

CrossCountry Consulting Appoints National Financial Services Partner

Business Wire
by Business Wire0
Mike Pugliese to help lead the expansion of the firm’s banking and capital markets solutions CrossCountry Consulting, a leading business advisory firm, announced that Mike Pugliese has been appointed Partner in the national Business Transformation practice and will lead the expansion of the firm’s Banking and Capital Markets solutions. Based......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
by Business Wire0
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
Analytics Artificial Intelligence Featured Finance Fintech Primers

AI Dynamics In Financial Services- WEF

Pooja Choudhary
by Pooja Choudhary0
In this data-rich industry, every aspect of AI dynamics matters. There are several uses for AI in the financial sector. Perhaps the greatest benefit of artificial intelligence is the vast potential for automation it offers. Therefore, financial institutions may benefit from automation in many ways that boost production and efficiency.......
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