Search Results for: Financial Advisor

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
by Fintech News Desk0
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options
Finance News

Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options

Fintech News Desk
by Fintech News Desk0
Firm provides more autonomy in how financial advisors design and structure their teams  On its journey to deliver human-centered complete wealth management and advance its purpose to make a greater impact in the lives of its clients, colleagues and communities, financial-services firm Edward Jones today announced teaming options for its nearly 19,000......
Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon
Finance News

Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon

Fintech News Desk
by Fintech News Desk0
Inspire Advisors celebrates their 3rd advisor transition this year who desires to center their practice around their faith “Seek the Kingdom of God above all else, and live righteously, and he will give you everything you need”. This bible verse was quoted when Inspire Advisors, a Christian-focused registered investment advisor, asked......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
by Fintech News Desk0
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
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