Search Results for: Wealth management

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities
Fintech News

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

Fintech News Desk
by Fintech News Desk0
83% of advisors say better technology tools would improve client acquisition Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI) released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors
Fintech Investment Services News

SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors

Fintech News Desk
by Fintech News Desk0
SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership SEI announced a strategic partnership with Maybank Group (Maybank) to deliver its clients SEI’s investment expertise and asset allocation strategy. The partnership introduces SEI’s manager selection platform and asset management capabilities, including proprietary manager research and due diligence, risk management,......
Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice
Finance News

Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Network’s African American Financial Professionals Network Partners with CHIP Professionals, a Leading Digital Platform, to Match Consumers with Financial Professionals Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the partnership of its African American Financial Professionals Network (AAFPN) with Changing How Individuals......
Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship
Banking Digital Payments News

Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship

Fintech News Desk
by Fintech News Desk0
Multi-Year Agreement Renews Partnership in Shared Drive to Innovate and Power Omnichannel Payments Offerings Brooks Brothers, the country’s oldest clothing retailer, and Citi Retail Services, one of North America’s largest and most experienced retail credit solution providers, announced a multi-year extension of their consumer credit card relationship. “As we further transform......
American Banker Announces Chana Schoenberger As New Editor-in-chief
Banking Finance News

American Banker Announces Chana Schoenberger As New Editor-in-chief

Fintech News Desk
by Fintech News Desk0
20+ year veteran of Dow Jones, Forbes, Bloomberg and The Wall Street Journal will also chair The Most Powerful Women in Banking program Arizent, a leading business information company, announced that Chana Schoenberger has been appointed Editor-in-Chief of American Banker. Schoenberger was most recently the Editor-in-Chief of Financial Planning, American......
CornerCap Adds Financial Advisor Ian Clemens To Growing Team
Finance Fintech News

CornerCap Adds Financial Advisor Ian Clemens To Growing Team

Fintech News Desk
by Fintech News Desk0
Wealth Advisory Firm Offers Unique Focus on Xennials as Group Reaches Key Financial Milestone CornerCap Wealth Advisors announced the addition of Ian Clemens to the financial services company’s expanding team. As the company’s newest Wealth Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose members are now reaching key financial milestones......
SEI's Advisor Business Surpasses $100 Billion in Platform Assets
Digital Asset Management

SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Fintech News Desk
by Fintech News Desk0
Milestone Reinforces Value of Flexible Digital Wealth Management Experience SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP). Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The milestone reflects SEI’s......
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