Search Results for: financial advice

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
Finance News

CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession. Latest Fintech News: C2FO and Vic.ai Partner......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
Financial Well-Being Is the Key to Strengthening the Employer-Employee Connection
Fintech Primers Guest Posts Insights Mobile Banking

Financial Well-Being Is the Key to Strengthening the Employer-Employee Connection

Jeremy Beament
by Jeremy Beament0
The last two years have been anything but easy, prompting a whirlwind of changes in how and where people work. Technology became more imperative than ever by allowing the world to stay connected whether working on-site or at home. A KPMG report reveals that nearly all employers were eager to......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
by Fintech News Desk0
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
Women's World Banking Announces 2023 Fintech Innovation Challenge to Elevate Fintechs with New Solutions to Close the Gender Gap in Financial Services
Banking Fintech News

Women’s World Banking Announces 2023 Fintech Innovation Challenge to Elevate Fintechs with New Solutions to Close the Gender Gap in Financial Services

Fintech News Desk
by Fintech News Desk0
Competition invites later stage fintechs pioneering innovative financial solutions for the low-income women’s market to apply; finalists and winner to access premier fintech networks and resources Women’s World Banking announced today the 2023 Fintech Innovation Challenge, a global competition to highlight and advance solutions to close the gender gap through digital......
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Finance News

Vontobel Completes Acquisition of UBS Swiss Financial Advisers

Fintech News Desk
by Fintech News Desk0
Vontobel will become the largest Swiss-domiciled wealth manager for US clients seeking an account in Switzerland for diversification purposes The transaction is part of Vontobel’s long-term growth strategy in the US UBS USA will continue to refer clients with a US connection seeking regionally diversified strategies in a Swiss based......
Envestnet National Study Examines Keys to Unlocking Americans' Complicated Financial Relationships
Finance News

Envestnet National Study Examines Keys to Unlocking Americans’ Complicated Financial Relationships

Fintech News Desk
by Fintech News Desk0
Envestnet Study, Fielded in Partnership with The Center for Generational Kinetics, Reveals that Advisors who Offer Compelling Digital Services Alongside Traditional In-Person Advice are Best-Positioned For Growth Envestnet published findings from its first national study, “The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection,” led in partnership......
Well-Known Financial Digital Assets and Derivatives Trading Platform Sunanc Stable Trading is more Trustworthy!
Digital Asset Management News

Well-Known Financial Digital Assets and Derivatives Trading Platform Sunanc Stable Trading is more Trustworthy!

Fintech News Desk
by Fintech News Desk0
With the rapid growth and diversification of the global economy, financial derivatives trading, as an important way of trading in the global economy, is gradually becoming popular with the rapid development of technology andthe economy. It is attracting the attention of investors around the world. However, at present, most financial derivatives trading does not......
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