Search Results for: advisor marketing

Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform
Fintech News

Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform

Fintech News Desk
by Fintech News Desk0
Gerald Kleber, Dustin Carr and Tad Lyle join Advisor Group through SagePoint Financial and The AmeriFlex Group. Advisor Group, the nation’s largest network of independent wealth management firms, announced its successful partnership with three financial advisors who oversee $481 million in total client assets. Latest Fintech Insights: Marco Financial Partners with DP......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
Pure Financial Advisors Announces Newly Minted Chief Solutions Officer Role
News Technology Trading

Pure Financial Advisors Announces Newly Minted Chief Solutions Officer Role

Fintech News Desk
by Fintech News Desk0
Pure Financial Advisors, LLC (“Pure”) announced the launch of a new initiative focused on identifying and implementing cutting-edge technology solutions across its organization. The $3.9 billion RIA is focused on continuing its rapid organic growth while also strategically acquiring other RIAs and expanding its advisor recruiting efforts. Pure also plans to......
ClientCircle to Help Financial Advisors Grow Business
Fintech News

ClientCircle to Help Financial Advisors Grow Business

Fintech News Desk
by Fintech News Desk0
A new product from Rocket Referrals will bring innovative marketing, communications and relationship-building tools to the financial services industry. ClientCircle, a new communications, relationship-building and business growth software for financial advisors, is coming to the financial services industry. Top Globalfintechseries.com Insights: Paddle Integrates Alipay, Google Pay and iDeal, Empowering Software Businesses to Sell......
CAIS Appoints Abby Salameh as Chief Marketing Officer
Fintech Investments News

CAIS Appoints Abby Salameh as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Award-Winning Executive Brings Over 25 Years of Experience in Financial Services and Marketing to Newly Created Position CAIS, the leading alternative investment platform, announced today that Abby Salameh will join as Chief Marketing Officer, effective November 8, to accelerate the company’s business strategy by building on the CAIS brand, value......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
DataRails Hires "Dream Team" with New CFO, VP of Sales, VP of Marketing, and VP of Product
Fintech News

DataRails Hires “Dream Team” with New CFO, VP of Sales, VP of Marketing, and VP of Product

Fintech News Desk
by Fintech News Desk0
Leading Financial Planning & Analysis Solution appoints senior leadership team as customer base set to reach 1,300 by end of 2022 DataRails, the leading provider of next-generation financial reporting for SMEs, announced four executive hires as the company’s growth accelerates. The appointments follow DataRails’ latest funding announcement of a $43.5M Series A......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
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