Search Results for: broker

LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
Trax and TriumphPay Form Strategic Relationship with Investment
Digital Payments News

Trax and TriumphPay Form Strategic Relationship with Investment

GlobeNewswire
by GlobeNewswire0
Trax to Leverage the TriumphPay Payments Network to Deliver Fraud Protection, Automated Payments, and Funds Security for Transportation Payments Trax Technologies, the global leader in Transportation Spend Management solutions, announced a minority equity investment by TBK Bank, SSB d/b/a TriumphPay, and a strategic relationship with TriumphPay, the premier payments network......
Virtu Financial Launches Alert+ to Enhance Automated Block Trading Products
News Trading

Virtu Financial Launches Alert+ to Enhance Automated Block Trading Products

GlobeNewswire
by GlobeNewswire0
Virtu Financial, Inc. a leading provider of global, multi-asset financial services that delivers liquidity and innovative, transparent products across the complete investment cycle to the global markets, announced the launch of Alert+, a new workflow solution available in POSIT Alert that enhances the features of POSIT Alert by providing automated......
Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data
Artificial Intelligence News

Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data

Business Wire
by Business Wire0
Daizy’s Advanced Conversational AI Improves Investment, Risk, and Sustainability Decisions for a New Generation of Investors Daizy, a wealthtech startup that will revolutionize the financial services industry by harnessing the power of generative AI, announced the launch of its ChatGPT plugin. The plugin democratizes investment research to make advanced guidance accessible......
BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences
Investment Services News

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences

PR Newswire
by PR Newswire0
The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati,......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers
Banking News

The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers

PR Newswire
by PR Newswire0
Consumers are focused on short term deposits and high interest rates, but will not compromise on bank reputation, According to The Smart Investor Banking And Savings Trends Survey. “The past year has seen a significant shift from low or zero interest rates on deposit products to higher rates, reaching up......
Figure Launches HELOC Wholesale Model to Further Expand Access to Untapped Equity and Ease Originator Experience
Lending Mortgage News

Figure Launches HELOC Wholesale Model to Further Expand Access to Untapped Equity and Ease Originator Experience

PR Newswire
by PR Newswire0
Wholesale model will offer originators direct access to Figure’s end-to-end HELOC platform Figure Technologies Inc., a leader in transforming financial services through the power of blockchain technology, announced the launch of their wholesale lending platform, which will enable originators to seamlessly access Figure’s home equity line of credit (“HELOC”) offering.......
Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked
Finance Fintech News

Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked

PR Newswire
by PR Newswire0
The Smart Pay Kiosk is an innovative solution that provides a full array of financial services to the unbanked and underbanked populations. Approximately 63 million US adults (22%) were either unbanked (6%) or underbanked (16%), per 2019 Federal Reserve data. Unbanked individuals lack bank accounts due to past financial problems,......
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