Search Results for: financial advisor

3 Tips That Financial Advisors Can Learn From the Healthcare Industry
Fintech News

3 Tips That Financial Advisors Can Learn From the Healthcare Industry

Fintech News Desk
by Fintech News Desk0
Forum Financial Management: What can RIAs learn from the healthcare industry about swift adaptation to change? It is no secret that the COVID-19 pandemic forced sweeping changes in almost every sector of American society, from home life to workplace practices. The financial advisory sector was no exception and applying the......
Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
by Fintech News Desk0
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year
Finance News

Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year

Fintech News Desk
by Fintech News Desk0
Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced – capped with the addition of a new financial advisory team led by M. Kent Welborn, CFP, CEPA, AEP, CLU, and......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
Pure Financial Advisors Announces Newly Minted Chief Solutions Officer Role
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Pure Financial Advisors Announces Newly Minted Chief Solutions Officer Role

Fintech News Desk
by Fintech News Desk0
Pure Financial Advisors, LLC (“Pure”) announced the launch of a new initiative focused on identifying and implementing cutting-edge technology solutions across its organization. The $3.9 billion RIA is focused on continuing its rapid organic growth while also strategically acquiring other RIAs and expanding its advisor recruiting efforts. Pure also plans to......
Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor
Fintech News

Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor

Fintech News Desk
by Fintech News Desk0
Opal Wealth Advisors is pleased to announce that Matthew P. Krouse, AAMS has joined as a financial advisor, bringing more than 20 years of industry expertise to the firm. Latest Fintech Insights: Bitcoin Well Launches an Educational Curriculum in Partnership With Prominent Online University “Welcoming new advisors into our firm is one......
ClientCircle to Help Financial Advisors Grow Business
Fintech News

ClientCircle to Help Financial Advisors Grow Business

Fintech News Desk
by Fintech News Desk0
A new product from Rocket Referrals will bring innovative marketing, communications and relationship-building tools to the financial services industry. ClientCircle, a new communications, relationship-building and business growth software for financial advisors, is coming to the financial services industry. Top Globalfintechseries.com Insights: Paddle Integrates Alipay, Google Pay and iDeal, Empowering Software Businesses to Sell......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Riskalyze and Altruist Partner to Empower Today’s Financial Advisors
Investment Services News Risk Management

Riskalyze and Altruist Partner to Empower Today’s Financial Advisors

Fintech News Desk
by Fintech News Desk0
Industry leaders in risk assessment and seamless RIA technology announce their integration Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, and Altruist, provider of an all-in-one custodial solution for modern registered investment advisors (RIAs), announced their integration, which will be live next month.......
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