Search Results for: financial advisor

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors
Digital Asset Management News

Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors

Fintech News Desk
by Fintech News Desk0
Platform enables investment professionals to offer institutional-caliber, risk-managed, research-focused portfolios to their clients Valkyrie Funds, LLC., a leading Registered Investment Advisor (RIA) focused on digital assets, announced the launch of the new Valkyrie Risk Managed Separately Managed Account (VSMA) Platform enabling advisors to offer digital asset investments to their clients. Latest......
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......
Prasad Parmeshwaran Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory
Finance News

Prasad Parmeshwaran Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory

Fintech News Desk
by Fintech News Desk0
Lazard Ltd announced that Prasad Parmeshwaran has joined the firm as a Managing Director in the Healthcare Group within Financial Advisory, effective immediately. Based in San Francisco, Mr. Parmeshwaran primarily advises clients on financial matters in the biotechnology and diagnostics sectors. Latest Fintech News: Workday Global Survey Finance and IT Leaders......
Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory
Finance News

Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory

Fintech News Desk
by Fintech News Desk0
Lazard Ltd announced that Ajay Dhankhar has joined the firm as a Managing Director in the Healthcare Group within Financial Advisory, effective immediately. Based in New York, Mr. Dhankhar will serve as Global Head of Medical Technology, Diagnostics and Tools. He will also advise clients in other healthcare segments, including......
AsiaPay offers Advanced Digital Payment Gateway and 3D Secure 2.0 to Krungsri
Investment Services News

Buyer Consortium Led by Recco Control Technology and Dazheng Group Announces Engagement of UBS as Financial Advisor

Fintech News Desk
by Fintech News Desk0
Buyer consortium led by Recco Control Technology Pte. Ltd. (“Recco Control Technology”) and Dazheng Group (Hong Kong) Investment Holdings Company Limited (“Dazheng Group”) announces today that UBS AG Hong Kong Branch[1] has been engaged by Recco Control Technology and Dazheng Group as the financial advisor in connection with the consortium’s proposed......
Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years
Fintech Funding News

TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years

Fintech News Desk
by Fintech News Desk0
Tactical Fund Advisors (TFA), a registered investment advisory firm, managing six tactical mutual funds, announced that their TFA Tactical Income Fund is an alternative in today’s down bond market. Latest Fintech News: iClick Interactive Releases Metaverse Livestreaming Mobile App Arohar Bonds were the bull market for the last 40 years, so......
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