Search Results for: advisor marketing

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech Investment Services News

Riskalyze Postpones Fearless Investing Summit 2020

Fintech News Desk
by Fintech News Desk0
Originally to be held in Palm Springs this September, the event will now take place in the fall of 2021 In light of the COVID-19 pandemic and its resulting disruption, Riskalyze announced the postponement of its annual Fearless Investing Summit, which was to take place in Palm Springs, CA this September. The event......
OakNorth Deploys Its Proprietary COVID-19 Credit Framework With One of the Leading Credit Providers to Middle Market Companies
Economy Fintech News

OakNorth Deploys Its Proprietary COVID-19 Credit Framework With One of the Leading Credit Providers to Middle Market Companies

Fintech News Desk
by Fintech News Desk0
OakNorth, the next-generation credit and monitoring platform, announces the signing of a commercial agreement with PNC Bank, one of the leading credit providers to middle market companies across the country. The unprecedented scale and rapid escalation of this crisis has created unimaginable impact on the economy. As a result, commercial lenders......
Propertybase Launches Next Generation Real Estate Platform When Simplification & Improved Collaboration Are Most Needed
Fintech News

Propertybase Launches Next Generation Real Estate Platform When Simplification & Improved Collaboration Are Most Needed

Fintech News Desk
by Fintech News Desk0
With the next generation release of the Propertybase GO real estate platform, brokerages and teams can now pivot their strategy to include simplified software aimed at further enabling agent action and productivity. Aptly named to reflect its turnkey approach, Propertybase GO puts improved user experiences at the forefront comprising a......
Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region
Fintech News

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region

Fintech News Desk
by Fintech News Desk0
Wedbush Securities is pleased to announce the appointment of Robert (“Rob”) Spawn as Managing Director, Regional Executive. Rob serves the Pacific North Region, which includes our existing retail offices in Northern California, Oregon, Washington, and Alaska. Rob joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory......
Millennials' Refinance Activity Soars as Interest Rates Hit Historic Lows, According to the Latest Ellie Mae Millennial Tracker
Fintech News

Millennials’ Refinance Activity Soars as Interest Rates Hit Historic Lows, According to the Latest Ellie Mae Millennial Tracker

Fintech News Desk
by Fintech News Desk0
According to the latest Ellie Mae Millennial Tracker, refinance activity hit an all-time high in April 2020, besting the previous mark set in March of this year. The historic refinance surge took place as the average interest rate for millennials reached the lowest point since Ellie Mae began tracking the data in January......
Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings
Fintech News

Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings

Fintech News Desk
by Fintech News Desk0
Ameriprise Financial announced that it has been named a top performer in the 2020 Wants & Pricing customer satisfaction report conducted by independent research and benchmarking company Hearts & Wallets. The annual survey asked more than 5,000 households to rate their financial firms based on service dimensions that customers most......
Remitly Names Saema Somalya as General Counsel, Expands Board Strength with Bora Chung Appointment
Fintech News

Remitly Launches ‘Cash Deposit’ for Passbook Customers

Fintech News Desk
by Fintech News Desk0
Integration with Green Dot Expands Convenient Banking Access to Underbanked Immigrants at a Time When Many Need It Most Remitly, the largest independent digital remittance company in North America, today announced a partnership with financial technology leader and bank holding company Green Dot Corporation to launch Cash Deposit, a new......
Sheaff Brock Reviews Why Market is This Strong in Midst of Bad News
Fintech News

Sheaff Brock Reviews Why Market is This Strong in Midst of Bad News

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisory in Indianapolis Sheaff Brock Managing Director Dave Gilreath offers a possible reason why the market is this strong when news continues to be so bad. On March 23, 2020, two things happened. Per The Earnings Scout, the COVID-19 death “rate of change” peaked, with a steady descent following. At the same......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Business Fintech InsurTech News

InsurTech Leaders Partner to Equip Independent Agents With Tailored Business Solutions

Fintech News Desk
by Fintech News Desk0
Agencies and insureds benefit from Vertafore’s CRM integration and industry partnerships Vertafore announced the expansion of its open agency management system architecture with the addition of five new members to the Vertafore Orange Partner Program and the release of AMS360 Connect™. The new integrations of leading business solutions with Vertafore......
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