Search Results for: advisor marketing

CPA.com and Jirav Launch Strategic Partnership
Business News

AICPA and CPA.com Announce All-Virtual Digital CPA Event This Year

Fintech News Desk
by Fintech News Desk0
Acceleration of Change is Overarching Theme of Dec. 8 Forum Digital CPA, an event hosted by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, will focus this year on change management, successful deployment of distributed teams and technological innovation in the accounting profession. Read More: Bank......
Fintech Funding News

MV Index Solutions Acquires BlueStar Indexes

Fintech News Desk
by Fintech News Desk0
Leveraging global capabilities, deep indexing experience and broader product set Today, MV Index Solutions GmbH (MVIS®) announced the acquisition of BlueStar Indexes® (BlueStar®), a research-driven provider of indices and financial data focused on serving the needs of innovative ETF issuers, index fund sponsors and asset managers around the world. With this transaction, two leading......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
Fintech Investment Services News

True Link raises $35 million Series B led by Khosla Ventures and Centana Growth Partners

Fintech News Desk
by Fintech News Desk0
Specialized fintech startup ramps up growth of its services for older adults, people with disabilities, and people recovering from addiction True Link Financial, a mission-driven financial technology company, announced today that it has raised a total of $35 million in two Series B tranches, the first led by Khosla Ventures and......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Artificial Intelligence InsurTech News

Acrisure Acquires Tulco’s Artificial Intelligence Insurance Business

Fintech News Desk
by Fintech News Desk0
 World’s Fastest Growing Global Insurance Broker and Artificial Intelligence Leader Combine to Deploy Insurtech at Scale In a transformational move, Acrisure today announced that it has acquired artificial intelligence (AI) leader Tulco LLC’s insurance practice to bring best-in-class data science, AI, and machine learning capabilities to the insurance brokerage industry.......
Business News

Spike in Cybercrime Amid Pandemic Accelerates Convergence of Physical & Cybersecurity

Fintech News Desk
by Fintech News Desk0
Cybercrime is on the rise amid the coronavirus pandemic, in large part because more business is being conducted online and employees are working remotely, increasing the number of possible failure points in a security system. In addition to costing companies greatly, these breaches can erode public trust and result in lost......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
Banking Fintech News

Galileo Integrates with Plaid to Simplify ACH Transfer Setup

Fintech News Desk
by Fintech News Desk0
Integration streamlines authentication of bank accounts for customers  Galileo announced its integration with Plaid today, giving Galileo clients a streamlined experience in the bank authentication process for its customers. With this integration, joint clients of Galileo and Plaid may offer their customers an easy way to connect their bank accounts and......
Fintech Fintech Funding News

TermScout Secures $1.25 Million Seed Funding to Grow Legal Tech Offerings and Sales

Fintech News Desk
by Fintech News Desk0
TermScout, a legal tech platform developed by lawyers to help legal and sales teams reduce the complexity and time required in the commercial contract review process, announced today that it has closed a $1.25 million Series Seed and a previous $350,000 convertible note funding round for a combined $1.6 million. Read More: Strider Announces John Mullen,......
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