Search Results for: senior advisor

EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board
Economy Fintech Investment Services News

EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board

Fintech News Desk
by Fintech News Desk0
EquityMultiple, a New York-based wealthtech firm that provides accredited investors with streamlined access to commercial real estate investments, announced a series of growth trends that have continued throughout 2020, amid challenging economic conditions. Read More: Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators EquityMultiple recently added Christian......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech News

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows

Fintech News Desk
by Fintech News Desk0
A survey of 2,000 adults investigated how people interact with marketing tactics conducted by financial advisors. Key takeaways include: Almost two-thirds (63%) of respondents said insightful and educational content, as well personalization, would make an advisor’s marketing stand out 84% of Americans said personalized content is very important when working......
Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios
Fintech Investment Services News Risk Management

Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios

Fintech News Desk
by Fintech News Desk0
RiskPro and Envestnet, announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.......
M&T Bank Enlists Point Predictive’s Powerful Outsourced Fraud Mitigation to Keep Auto Loan Risk at Bay
Artificial Intelligence Fintech Investment Services News

Point Predictive Accelerates Growth with Key Additions to Senior Management Team

Fintech News Desk
by Fintech News Desk0
Point Predictive Inc., the San Diego-based company that provides machine learning solutions to the lending industry, today announced additions and changes to its leadership team on the heels of its recent Series B investment round. The company has appointed key executives to lead its technology, data science, sales, marketing, product......
Emotomy® Deepens Integration with Schwab Advisor Center®
Business Fintech Investment Services News

Emotomy® Deepens Integration with Schwab Advisor Center®

Fintech News Desk
by Fintech News Desk0
Latest platform enhancement helps advisors improve efficiency, convenience Emotomy®, an institutional-caliber digital investment platform, can help advisors improve their daily efficiency with the seamless integration of Emotomy’s powerful portfolio construction tool and the Schwab Advisor Center® custodial platform. Read More: Exxe Group Issues Bitcoin Exchange Corporate Updates “This latest update......
iConnections Announces Senior Leadership Team Members
Business Fintech Investment Services News

iConnections Announces Senior Leadership Team Members

Fintech News Desk
by Fintech News Desk0
Leading Virtual Platform Hires CMO and Director of Business Development to Continue Cultivating Transformative Ecosystem for the Investment Industry iConnections, the industry-leading platform and community that seamlessly connects investment managers and allocators for long-term investment relationships through a personalized, secure and information-rich platform, today announced the appointment of two investment......
Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors
Fintech InsurTech News

Allianz Life Introduces Expanded Suite of Risk Management Services for Advisors

Fintech News Desk
by Fintech News Desk0
Allianz Advisory Solutions is designed to help advisors address risk in today’s challenging market Allianz Life Insurance Company of North America (Allianz Life®), announces the expansion of its advisory channel services with the formal launch of Allianz Advisory Solutions, an expanded suite of products and services built specifically for Registered Investment Advisors (RIAs)......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Fintech News

UBS Hires Three Financial Advisors in Los Angeles and Orange County

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County, and Carl Nelson will be based in downtown Los Angeles. Cumulatively, the advisors manage more than $400 million in client assets. Read......
Aclaimant Welcomes Andrew Pinkes as New Member to its Advisory Board
Fintech InsurTech News Risk Management

Aclaimant Welcomes Andrew Pinkes as New Member to its Advisory Board

Fintech News Desk
by Fintech News Desk0
Insurance industry veteran brings over 30 years experience to Aclaimant’s advisory board in property & casualty, specialty, disability, and property casualty run-off management Aclaimant, an insight driven workflow solution for safety and risk management, today announces Andrew Pinkes has joined the company’s advisory board. Pinkes brings 30 years of experience in the......
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