Search Results for: investment advisor

J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services
Fintech News

Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services

Fintech News Desk
by Fintech News Desk0
Investment Services Team with $340 Million in Client Assets Partners with Securities America Financial Institutions Division Advisor Group, the nation’s largest network of independent wealth management firms, and Securities America welcomed Oregon Community Credit Union (OCCU) to the Securities America Financial Institutions platform. The financial institution’s Investment Services team includes......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Business Fintech Fintech Funding Investment Services News

BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
by Fintech News Desk0
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
AdvisorPeak Enhances Investment Analytics for RIAs
Fintech Investment Services News

AdvisorPeak Enhances Investment Analytics for RIAs

Fintech News Desk
by Fintech News Desk0
Partnership with FinMason integrates analytics engine into rebalancing platform AdvisorPeak announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class portfolio and security-level investment analytics as part of the trading and rebalancing platform. The integration empowers advisors through an intuitive interface designed to manage......
Investcorp Absolute Return Investments and HC Technologies Partner to Launch HC Capital Advisors
Business Fintech News

Investcorp Absolute Return Investments and HC Technologies Partner to Launch HC Capital Advisors

Fintech News Desk
by Fintech News Desk0
HC Capital Advisors Platform Takes Multi-Manager Approach to Quantitative Investing Investcorp, a leading global provider and manager of alternative investment products, and HC Technologies, LLC (“HC Tech”), a global technology-driven quantitative and algorithmic trading firm, jointly announced that they are partnering together to launch HC Capital Advisors. Founded in 2007,......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
Zoe Financial Welcomes Charles Schwab Investment Management's Former President and CEO, Marie Chandoha to Advisory Committee
Banking Fintech News

Zoe Financial Welcomes Charles Schwab Investment Management’s Former President and CEO, Marie Chandoha to Advisory Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, today announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee Zoe Financial, Inc.  announced Marie Chandoha, Board Director of State Street and former CEO of Charles Schwab Investment Management,......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
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