Search Results for: financial advisor

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business
Finance News

Elements Partners with ONYX to Help Financial Advisors Start, Scale and Sustain Their Business

Business Wire
by Business Wire0
ONYX members will receive a discount on Elements subscriptions Elements, a modern financial assessment software that helps advisors demonstrate their value faster,  announced a new partnership with the ONYX Advisor Network, a comprehensive entrepreneurial support platform for financial advisors. This collaboration aims to make it easier for ONYX advisors to grow......
WBI and CyborgTech Introduce "Portfolios On Demand": A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
Fintech Investment Services News

WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors

Business Wire
by Business Wire0
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity
Finance News

Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity

Business Wire
by Business Wire0
Deepens Company’s commitment to small business growth and community impact across the country and around the globe Cross River Bank, a technology infrastructure provider that offers embedded financial solutions, announced a $15,000 grant contribution and financial advisory commitment to Hamilton, MT-based nonprofit Loads of Dignity, a 501(c)(3) organization that provides......
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool
Artificial Intelligence News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool

Business Wire
by Business Wire0
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey. The results reveal insights into how investors view Artificial Intelligence (AI) and possible investing use cases: “Our......
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