Search Results for: advisor marketing

Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
by Fintech News Desk0
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors
News Risk Management

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients’ and Prospects’ Risk Numbers Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Riskalyze, which enables advisors to pinpoint an investor’s Risk Number® in an effort to build a portfolio containing an......
Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors
Business Fintech News

Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Influencer April Rudin to Make Guest Appearance at Grapevine6 Reception Grapevine6, a patented social and digital sales engagement platform, announces its partnership with April Rudin and her firm, The Rudin Group, a wealth marketing firm serving the global wealth ecosystem since 2008. The Rudin Group creates differentiated messaging and content......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
by Fintech News Desk0
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Banking Fintech News

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Among Advisors Planning to Increase ETF Allocations, 55% Plan to Shift Assets Away From Actively Managed Equity Funds Broadridge Financial Solutions, Inc., a global Fintech leader, released results from a new survey of over 500 financial advisors, revealing that ETF demand is predicted to continue increasing in 2020 and that......
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......
Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board
Banking Fintech News

Say Announces Addition of ETF Industry Leader Jennifer Grancio to Advisory Board

Fintech News Desk
by Fintech News Desk0
Say is pleased to announce the addition of Jennifer Grancio to its advisory board. Ms. Grancio will provide guidance to Say as it further expands its Shareholder Communication Platform to provide improved shareholder voting and engagement tools for broker-dealers, issuers, institutional investors, and retail shareholders. Read More: Folio Financial Among......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
by Fintech News Desk0
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
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