Search Results for: financial advice

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share
Finance News

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share

Fintech News Desk
by Fintech News Desk0
New study explores how to increase existing client assets Research identified five unique personality types driving behavior Northern Trust Asset Management’s FlexShares Exchange Traded Funds announced the findings from its latest research on how financial advisors can grow wallet share with existing high-net-worth (HNW) clients. While current research suggests that......
Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
by Fintech News Desk0
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
Lockton Financial Services Continues Expansion With Addition of Marsh Alternative Investment and Product Innovation Expert
Finance News

Lockton Financial Services Continues Expansion With Addition of Marsh Alternative Investment and Product Innovation Expert

Fintech News Desk
by Fintech News Desk0
Lockton announced the appointment of M. Machua Millett as Chief Innovation Officer and Alternative Investment Practice Leader within its Lockton Financial Services (LFS) unit, further cementing the company’s position as a destination for the insurance industry’s best talent and a source of creative risk management solutions for its clients. Latest......
The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited
Finance Investment Services News

The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited

Fintech News Desk
by Fintech News Desk0
Transaction Enables Company to Expand Financial Services Offerings Throughout the U.K. The Marygold Companies, Inc. announced completion of the previously announced acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a U.K. based investment adviser, for £1.5 million (approximately US$1.9 million) in cash, plus net current assets estimated to be......
New Study from Logica Research Uncovers Generational Financial Personas, Includes Cryptocurrency Special Report
Cryptocurrency News

New Study from Logica Research Uncovers Generational Financial Personas, Includes Cryptocurrency Special Report

Fintech News Desk
by Fintech News Desk0
The new Logica Future of Money Study includes insights on the way Gen Z, Millennials, Gen X and Boomers make, spend, and manage money According to the new Future of Money Study from Logica Research, each American generation has unique and changing financial habits and needs. Additionally, awareness and ownership of......
Keeping Seniors Safe Regions Bank Provides Free Resources to Help Stop Financial Exploitation
Finance News

Keeping Seniors Safe Regions Bank Provides Free Resources to Help Stop Financial Exploitation

Fintech News Desk
by Fintech News Desk0
In advance of World Elder Abuse Awareness Day, Regions Next Step is providing information and advice to help protect consumers. Regions Bank on Monday announced a series of resources available to help people recognize and stop senior financial exploitation. The resources are part of Regions Next Step, the bank’s no-cost financial......
Technisys Delivers Differentiated Customer Experiences to Support Financial Health and Wellness in Digital Banking
Banking Digital Payments News

Technisys Delivers Differentiated Customer Experiences to Support Financial Health and Wellness in Digital Banking

Fintech News Desk
by Fintech News Desk0
With the latest release of Cyberbank Digital from Technisys, financial institutions can deliver exceptional digital-first customer journeys, across all devices and conversational apps – with speed and AI innovation Technisys, the company behind Cyberbank – the cloud-native, next-gen digital banking platform – continues to redefine the customer experience with its......
Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options
Finance News

Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options

Fintech News Desk
by Fintech News Desk0
Firm provides more autonomy in how financial advisors design and structure their teams  On its journey to deliver human-centered complete wealth management and advance its purpose to make a greater impact in the lives of its clients, colleagues and communities, financial-services firm Edward Jones today announced teaming options for its nearly 19,000......
Bully Max Wins More Chargebacks Thanks to Partnership with Chargeflow
Finance News

Hetland Team Affiliates with Bleakley Financial Group, Launches Bleakley Financial Twin Cities

Fintech News Desk
by Fintech News Desk0
Twenty-year industry veteran advisor Julie Hetland, CFP, ChFC, CLU, CASL and her husband Jason Hetland, MBA, CEPA have affiliated their wealth management practice with Bleakley Financial Group and established a new office in Minneapolis, MN under the name Bleakley Financial – Twin Cities. Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
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