Search Results for: Robo Advisors

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
Banking Fintech News

Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution – MoneyGuideElite

Fintech News Desk
Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Elite, MoneyGuide’s more advanced planning product, has the ability to address the complexities of clients’ financial needs by identifying......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Charles-Schwab-Named-Best-Investing-Platform-Overall-by-U.S.-News
Fintech Investments News

Charles Schwab Named Best Investing Platform Overall by U.S. News

Business Wire
Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2024 U.S. News Money Awards – the second......
B2B Banking Digital Featured Finance Fintech Radar Markets

Top 45 B2B Fintech Newsletters You Can Subscribe

Pooja Choudhary
Are you a fintech nerd? Are you frequently looking out for some fintech news? Do you wish to sharpen the sword of your financial knowledge? Are you confused about the newsletter subscriptions by not bombarding your inbox with useless content? Well, you have landed at the right blog by one......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform
Finance Investment Services News

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform

Fintech News Desk
Neo Financial unlocks private wealth management for all Canadians Neo Financial announced that they are expanding their product line from spending, savings, and rewards, to reimagining investing with the addition of Neo Invest. Neo Invest will offer Canadians the first fully digital, actively managed investment experience that provides access to......
Banking Blockchain Featured Fintech InsurTech Mobile Banking

Top Technological Revolutions in Banking Over the Last Decade…

Fintech News Desk
Financial Technology, (Fintech), like every other sector, is booming with many revolutionary changes and substantial development. The goal of Fintech companies is to provide their consumers with financial services which are highly efficient. Fintech in abundance has improved the utilization of financial services to its maximum potential by introducing technology......
Sabadell Will Launch a New Strategy With a Clear Focus on Its Domestic Market
Fintech News

Sabadell Will Launch a New Strategy With a Clear Focus on Its Domestic Market

Fintech News Desk
The new strategic plan will be presented during the first quarter of 2021 The bank is strongly positioned and is on a solid path to increase profitability and generate value organically Banco de Sabadell will launch a new strategy that will prioritise its Spanish domestic business to generate efficiencies using......
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