Search Results for: advisor marketing

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......
Asset Management Veteran Robert Nestor Named Global Senior Advisor for Qraft Technologies
Fintech News

Asset Management Veteran Robert Nestor Named Global Senior Advisor for Qraft Technologies

Fintech News Desk
by Fintech News Desk0
Former BlackRock and Vanguard Executive Joins Artificial-Intelligence-Driven ETF and Financial Technology Firm AI-enabled fintech company Qraft Technologies (“Qraft”) announced that Robert Nestor, CFA, will join the firm as a Global Senior Advisor. Nestor brings over 30 years of industry experience and will guide the Qraft team in matters related to business strategy......
FA Marketing Spend Up 24% from 2020 with Mixed ROI: Broadridge Survey
Fintech News

FA Marketing Spend Up 24% From 2020 with Mixed ROI: Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Only 26% of financial advisors report having a defined marketing strategy Broadridge Financial Solutions, Inc., a global Fintech leader, released its third-annual financial advisor marketing survey, which reveals that advisors have a renewed focus on growing their practices through digital marketing but there is a growing disparity in their results.......
Zip Appoints Visionary Strategist and Marketer Jinal Shah as CMO to Accelerate Growth and Innovation in the US
Digital Payments News

Zip Appoints Visionary Strategist and Marketer Jinal Shah as Chief Marketing Officer to Accelerate Growth and Innovation in the US

Fintech News Desk
by Fintech News Desk0
Global digital payments innovator Zip Co Limited, formerly operating in the U.S. as Quadpay, announced the appointment of critically-acclaimed strategist and marketer Jinal Shah as its chief marketing officer, starting immediately, for the U.S. market. Shah, who has been outspoken about raising the voices of diverse entrepreneurs in business, joins from......
Zeevo Group Further Expands Advisory Board to Tap into Rising Market Demand for Finance Transformation
Finance Fintech News

Zeevo Group Further Expands Advisory Board to Tap into Rising Market Demand for Finance Transformation

Fintech News Desk
by Fintech News Desk0
Former Intellectual Ventures and Deloitte Expert Stacy Townes Augments Company’s Audit, Risk, and Compliance Capabilities to Deliver Market-Leading Solutions Zeevo Group LLC (“Zeevo”), a business, finance, and information technology consulting services firm, announced at the onset of the Airfinance Journal North America 2021 conference that Stacy Townes has joined Zeevo’s......
oXYGen Financial Opens New Location in Savannah, GA - Headed by Advisor Hugh Hale
Finance Fintech News

oXYGen Financial Opens New Location in Savannah, GA – Headed by Advisor Hugh Hale

Fintech News Desk
by Fintech News Desk0
Atlanta-based oXYGen Financial, one of the pioneers of Generation X and Y financial services, is opening another new location in Savannah, Georgia. oXYGen Financial has more than 1.9 billion dollars under advisement across their six locations. The newest location, to be managed by seasoned financial advisor Hugh Hale, is the latest branch location opened by......
GBK Collective
Fintech News

GBK Collective Expands Expertise in FinTech, Adds Harvard Prof. Marco Di Maggio as Strategic Advisor

Fintech News Desk
by Fintech News Desk0
GBK Collective, a leading marketing strategy, consumer behavior and analytics consultancy, announced the appointment of Dr. Marco Di Maggio, Ogunlesi Family Associate Professor of Finance at Harvard Business School (HBS) to its advisory board, further strengthening GBK’s expertise in the financial services, technology and FinTech markets. A foremost expert on......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
Chalice Network is Growing and Welcoming Three New Members to Their Advisory Board
Fintech News

Chalice Network is Growing and Welcoming Three New Members to Their Advisory Board

Fintech News Desk
by Fintech News Desk0
Chalice Network is pleased to announce the addition of three new members to the Chalice Advisory Board. Joining will be Matt Moravek, Brad Feldmar, and Scott MacKillop. All three bring a wealth of knowledge and experience that will enhance the mission of the Chalice Advisory Board Chalice Network, an online......
eMoney Advisor Launches Season 3 of 'That Makes Cents' Podcast with Financial Wellness Theme
Finance Fintech News

eMoney Advisor Launches Season 3 of ‘That Makes Cents’ Podcast with Financial Wellness Theme

Fintech News Desk
by Fintech News Desk0
New season introduces financial literacy advocate Mac Gardner as host, adds video format eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, launched the third season of its original podcast “That Makes Cents.” Building on the success of the two previous seasons, which covered personal finance, financial planning,......
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