Search Results for: Financial Professionals

Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors
Digital Asset Management News

Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors

Fintech News Desk
by Fintech News Desk0
Platform enables investment professionals to offer institutional-caliber, risk-managed, research-focused portfolios to their clients Valkyrie Funds, LLC., a leading Registered Investment Advisor (RIA) focused on digital assets, announced the launch of the new Valkyrie Risk Managed Separately Managed Account (VSMA) Platform enabling advisors to offer digital asset investments to their clients. Latest......
FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America
Finance News

FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America

Fintech News Desk
by Fintech News Desk0
Latin America’s leading banking federation will offer ACAMS certifications in anti-money laundering, Know Your Customer, and transaction monitoring compliance As part of their efforts to safeguard the integrity of the financial sector, the Latin American Federation of Banks and ACAMS are joining forces to train anti-financial crime (AFC) professionals throughout......
CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
Finance News

CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession. Latest Fintech News: C2FO and Vic.ai Partner......
BIGG Digital Assets Inc. Hires Hybrid Financial to Provide Investor Relations and Consulting Services
Digital Asset Management News

BIGG Digital Assets Inc. Hires Hybrid Financial to Provide Investor Relations and Consulting Services

Fintech News Desk
by Fintech News Desk0
BIGG Digital Assets Inc. , owner of Netcoins, the online cryptocurrency brokerage that makes it easy for Canadians to buy, sell, and understand cryptocurrency, and owner of Blockchain Intelligence Group (blockchaingroup.io) (“BIG”), a leading developer of blockchain technology search, risk-scoring and data analytics solutions, is pleased to announce Hybrid Financial,......
Concourse Financial Group Welcomes Key Group
Finance News

Concourse Financial Group Welcomes Key Group

Fintech News Desk
by Fintech News Desk0
The hybrid RIA practice with over $500 million in assets has offices in New Jersey, Massachusetts and Arizona, and is comprised of nine financial professionals. Concourse Financial Group , a division of Protective Life Corporation (“Protective”), supporting more than 500 independent financial professionals nationwide, today announced the successful recruitment of Key Group Management, Inc. (“Key Group”),......
Financial Well-Being Is the Key to Strengthening the Employer-Employee Connection
Fintech Primers Guest Posts Insights Mobile Banking

Financial Well-Being Is the Key to Strengthening the Employer-Employee Connection

Jeremy Beament
by Jeremy Beament0
The last two years have been anything but easy, prompting a whirlwind of changes in how and where people work. Technology became more imperative than ever by allowing the world to stay connected whether working on-site or at home. A KPMG report reveals that nearly all employers were eager to......
Tellimer Launches Scriber a Financial Insights and Research Platform for the Independent Investment Community
Finance News

Tellimer Launches Scriber a Financial Insights and Research Platform for the Independent Investment Community

Fintech News Desk
by Fintech News Desk0
– Created for independent analysts, traders, investors, and business commentators to provide the growing investment community with subscription-led research, insight, and financial information – Giving financial writers and experts professional-grade publishing tools to design and distribute digital content via email, web, and social channels – Targets the estimated 300 million......
LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Envestnet National Study Examines Keys to Unlocking Americans' Complicated Financial Relationships
Finance News

Envestnet National Study Examines Keys to Unlocking Americans’ Complicated Financial Relationships

Fintech News Desk
by Fintech News Desk0
Envestnet Study, Fielded in Partnership with The Center for Generational Kinetics, Reveals that Advisors who Offer Compelling Digital Services Alongside Traditional In-Person Advice are Best-Positioned For Growth Envestnet published findings from its first national study, “The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection,” led in partnership......
Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health
Finance News

Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health

Fintech News Desk
by Fintech News Desk0
Expanded benefit program partners include virtual behavioral healthcare company Talkspace and healthcare firm Aetna Participation extends to all of the nearly 2,300 Advisor Group employees and families Advisor Group, the nation’s largest network of independent wealth management firms, announced the launch of a comprehensive wellness program to provide physical, mental and......
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