Search Results for: Financial Advisor

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors
Analytics Finance Fintech News

Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has been selected by Raymond James Ltd. as its market data provider for financial advisors in Canada. FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
Cetera Completes Acquisition of Assets Related to Voya Financial Advisors' Independent Financial Planning Channel
Finance Fintech News

Cetera Completes Acquisition of Assets Related to Voya Financial Advisors’ Independent Financial Planning Channel

Fintech News Desk
by Fintech News Desk0
Marks Cetera’s Second Acquisition of a Carveout From an Insurance-related Business New Business, Cetera Wealth Partners, Retains Independent Financial Planning Channel’s Management Team, More Than 90% of Financial Professionals and More Than 93% of Assets Under Administration Cetera announced that it has successfully completed the acquisition of certain assets related......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
Alto Announces CryptoIRA Surpasses 100 Coins and Tokens
Digital Finance News

Eaglebrook Partners with AltoIRA, Enabling Seamless Investment in Bitcoin from Retirement Accounts for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
As Demand for Bitcoin Exposure Accelerates, RIAs can Now Allocate Client Assets in Any Type of Individual Retirement Account Through Eaglebrook Advisors’ SMA Platform Eaglebrook Advisors (Eaglebrook) has partnered with Alto Solutions, Inc. (AltoIRA) to give independent financial advisors the ability to seamlessly invest in bitcoin and other digital assets......
Blockchange Inc. Releases Major Upgrade of its Digital Asset TAMP for Financial Advisors
Finance Investments News

Blockchange Inc. Releases Major Upgrade of its Digital Asset TAMP for Financial Advisors

Fintech News Desk
by Fintech News Desk0
The New BITRIA Release 2.0 platform adds advanced features to streamline client onboarding and management, significantly reducing the friction for financial advisors who want to offer their clients access to bitcoin and other digital assets Blockchange Inc, the digital asset management platform for investment advisors, has announced a major new......
Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors
Fintech News

Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
– Tech-enabled distributor of annuities and life insurance to independent financial advisors – Simplifies licensing & contracting, new business submission, case design, marketing, compliance and more Signal Advisors, a tech-enabled distributor of annuities and life insurance, today announced a $10 million Series A led by General Catalyst, which closed in December 2020. The Detroit-based......
Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Digital Fintech News

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

Fintech News Desk
by Fintech News Desk0
Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic partnership with FA Match, the industry’s only data-driven solution for advisor recruiting, focused on elevating the financial advisor and client experience......
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