Search Results for: investment advisor

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
by Business Wire0
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors
Digital Asset Management News

Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors

PR Newswire
by PR Newswire0
Global X ETFs, a leading global provider of exchange-traded funds (ETFs), will be launching two digital asset, separately managed account (SMA) strategies on the Eaglebrook Advisors platform on Tuesday, June 13th. The Global X Digital Asset Mega-Cap Index and Global X Digital Asset Mid-Cap Index strategies provide foundational exposure to the......
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing
Investment Services News

Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing

Business Wire
by Business Wire0
Masttro, a leading wealth tech platform for wealth managers and advisors, announced the launch of its newest product, Document AI. Doc AI is a revolutionary new module that automates the data handling of capital calls, distributions, and capital statements, bringing speed and accuracy to the process of managing alternative investments.......
Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership
Investment Services News

Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership

PR Newswire
by PR Newswire0
Red Iron Group, a Menlo Park-based private investment firm,  announced a significant growth investment in Graphite Financial Group, LLC. In connection with this announcement, Red Iron and Graphite also announced its acquisition of CPM Advisory Group, LLC, with CPM’s business to be combined with Graphite. The three firms came together around......
Standard Lithium Retains BNP Paribas to Lead Debt Advisory Services for First Commercial Project
debt collection News

Standard Lithium Retains BNP Paribas to Lead Debt Advisory Services for First Commercial Project

GlobeNewswire
by GlobeNewswire0
Exclusive Financial Advisor for Limited Recourse Debt Financing to Fund Majority of First Commercial Project Standard Lithium Ltd., a leading near-commercial lithium company, has signed a mandate with BNP Paribas (BNP) to act as exclusive financial advisor to the Company in connection with limited recourse debt financing. The debt financing will......
Fullsteam Secures Major Investment from Aquiline and ADIA to Fuel Growth in Payments Technology and Vertical Software
Digital Payments Investment Services News

Fullsteam Secures Major Investment from Aquiline and ADIA to Fuel Growth in Payments Technology and Vertical Software

PR Newswire
by PR Newswire0
Fullsteam LLC, a leading provider of integrated business management software and payments to customers across the Main Street economy, announced that it has received significant new investment from founding sponsor Aquiline Capital Partners LLC (“Aquiline”) and a wholly owned subsidiary of the Abu Dhabi Investment Authority (“ADIA”), along with a......
FinPay Launches New Patient Admissions Enablement Platform, FinAdvisor, to Improve Efficiency and Enhance the Patient Experience
Finance News

FinPay Launches New Patient Admissions Enablement Platform, FinAdvisor, to Improve Efficiency and Enhance the Patient Experience

PR Newswire
by PR Newswire0
FinPay, a recognized leader in patient engagement and financial management, announced the launch of the FinAdvisor Platform, an advanced patient admissions enablement platform. This new simple-to-use platform delivers the healthcare provider’s admission team with actionable-data intelligence they need to make quick informed decisions before the patient admits. The team can......
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......
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