Search Results for: Wealth Advisory

RiskFirst Targets North America Growth With Hire of Former PBGC CEO
Fintech Funding Fintech Radar News

RiskFirst Targets North America Growth With Hire of Former PBGC CEO

Fintech News Desk
by Fintech News Desk0
CEO Charles Millard Joins Riskfirst as the Fintech Firm Further Expands Its Presence and Db Pensions Capabilities in the USA and Canada. Fintech company RiskFirst (A Moody’s Analytics Company) has appointed Charles Millard to develop its North American defined benefit (DB) pensions client base, which includes pension plans, consultants and......
Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin
Fintech Funding News

Equiteq Advises Award-Winning Fintech Firm Choice Financial Solutions on Its Sale to German Fintech Firm Raisin

Fintech News Desk
by Fintech News Desk0
Equiteq, the Leading M&A Advisory Firm for Companies in the Knowledge Economy, Is Pleased to Announce That It Has Advised Choice Financial Solutions (“Choice FS”), a Leading US and European Fintech Firm Focused on Consumer Deposit Automation, on Its Sale to Raisin, a Pan-European Wealth Management Fintech Firm. Launched in......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020
Banking Fintech News

FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced results for its first quarter ended November 30, 2019. First Quarter Fiscal 2020 Highlights Revenues increased 4.3% or $15.0 million to $366.7 million compared with $351.6 million for the same period in fiscal 2019. The increase......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
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
by Fintech News Desk0
“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......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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