Search Results for: advisor marketing

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’......
Cryplistic's Founder, Known as DMT, Is Working to Build a Strong Crypto Marketing Firm
Cryptocurrency News

Cryplistic’s Founder, Known as DMT, Is Working to Build a Strong Crypto Marketing Firm

Fintech News Desk
by Fintech News Desk0
Cryplistic is a marketing agency working for the betterment of the crypto space and its projects. Its founder and CEO, Shadman Shakib, has been steadily building a robust community with his realistic approach to creating an idealistic digital environment. He is Known online as DMT, he recognizes himself as among the crypto enthusiasts......
Zilliqa Brings in Blockchain Heavyweight Art Malkov as a Head of Marketing
Blockchain News

Zilliqa Brings in Blockchain Heavyweight Art Malkov as a Head of Marketing

Fintech News Desk
by Fintech News Desk0
The Zilliqa team continues its rapid growth trajectory; in the new Head of Marketing position, Art Malkov will bring a decade of blockchain industry experience to help boost Zilliqa’s name recognition Zilliqa, the high-performance, high-security, and low fee layer-1 blockchain protocol, announces that it has brought on board Art Malkov to lead the marketing......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
by Fintech News Desk0
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Bitfarms Taps Stephanie Wargo as VP Marketing
Finance News

Bitfarms Taps Stephanie Wargo as VP Marketing

Fintech News Desk
by Fintech News Desk0
Bitfarms Ltd.  a global Bitcoin self-mining company, hired three executives for newly created positions to support its growth. “Bitfarms is driving dynamic and rapid expansion, which we expect to continue to occur both organically and through acquisitions. To support our growth, we have strengthened our management team,” said Geoff Morphy,......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
by Fintech News Desk0
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Kueski, one of the largest buy now, pay later (BNPL) and online consumer lenders in Latin America, announced the appointment of Krishna Venkatraman
Fintech News

Latin American BNPL and Online Consumer Lender Kueski Appoints Chief Data Officer, Expands Board of Advisors

Fintech News Desk
by Fintech News Desk0
Nubank’s former chief data scientist and Mission Lane executive Krishna Venkatraman joins Kueski to amplify data-first capabilities Increased data focus will allow Kueski to expand financial access and inclusion in Mexico Former Airbnb Chief Design Officer Alex Schleifer joins Kueski’s Board of Advisors Appointments come on the heels of Kueski’s $202M......
Lutz M &A Advises Brokers Clearing House On Its Acquisition By Integrity Marketing Group
Finance News

Lutz M &A Advises Brokers Clearing House On Its Acquisition By Integrity Marketing Group

Fintech News Desk
by Fintech News Desk0
 Lutz M&A recently announced that it served as the exclusive financial advisor to Brokers Clearing House Ltd. (“BHC”) in connection with its recent acquisition by Integrity Marketing Group (“Integrity”). Integrity is an Insurtech company innovating insurance with a singular purpose in mind: to help people protect their life, health and wealth. Latest Fintech Insights: 468 Capital Raises......
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