Search Results for: advisor marketing

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
Audience Closes $10Million Series A Funding Round, Leverages Robots to Send Handwritten Notes as Digital Marketing Gets Personalized
Fintech Funding News

Audience Closes $10Million Series A Funding Round, Leverages Robots to Send Handwritten Notes as Digital Marketing Gets Personalized

Fintech News Desk
by Fintech News Desk0
Next Coast Ventures leads the Series A round, bringing total capital raised by Audience to $12.8M Audience.co platform combines robotic handwritten notes, precision-targeted lead generation and digital marketing follow-up Miami-headquartered startup will utilize the new capital to build additional CRM integrations and scale its fleet of handwriting robots Audience, a......
Rev Appoints Top Revenue Leaders from Oracle, Zendesk, HubSpot and Pegasystems to Its Executive Advisory Board
B2B News

Rev Appoints Top Revenue Leaders from Oracle, Zendesk, HubSpot and Pegasystems to Its Executive Advisory Board

Fintech News Desk
by Fintech News Desk0
Diverse leaders join Rev in revolutionizing an above-the-funnel solution for B2B sales and marketing teams Rev, the AI-powered Sales Development Platform that helps B2B companies find their next best customer, announced it has appointed four esteemed B2B revenue and industry executives to its Executive Advisory Board. Each will provide valuable......
Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients
InsurTech News

Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients

Fintech News Desk
by Fintech News Desk0
Impact Partnership plans to leverage Policygenius Pro to empower its member firms to dramatically reduce the time spent placing term life coverage and increase overall profitability Policygenius and Impact Partnership announced a joint partnership to bring term life fulfillment platform Policygenius Pro to Impact’s network of financial advisory and broker-dealer......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
Fernhill Corp Announces Collaboration with MSM Marketing for Public Relations and Corporate Communications
Fintech News

Fernhill Corp Announces Collaboration with MSM Marketing for Public Relations and Corporate Communications

Fintech News Desk
by Fintech News Desk0
Fernhill Corp, a Web3 holding company focused on software solutions and marketplace infrastructure, announced its collaboration with MSM Marketing, headed up by Chris Bibey, a marketing and communications professional with over a decade of experience. Latest Fintech News: Flexa to Acquire Drop Party to Deliver Custom Marketing Experiences for Merchants MSM’s......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Jon Fee Named Chief Marketing Officer of VettaFi
Fintech News

Jon Fee Named Chief Marketing Officer of VettaFi

Fintech News Desk
by Fintech News Desk0
Former Salesforce and BlackRock exec to lead marketing for data-driven platform transforming financial services VettaFi, a data, analytics, digital distribution, and thought leadership company that helps asset managers solve their most pressing and complex challenges, named Jon Fee as Chief Marketing Officer. “We have the opportunity to create a rare but......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets
Digital Asset Management News

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional clients receive reduced tuition when enrolling in DACFP’s Certificate in Blockchain and Digital Assets course The Digital Assets Council of Financial Professionals has formed a strategic alliance with Fidelity Institutional to educate advisors and home office staff on digital assets. This knowledge will help them serve their clients’......
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