Tag : Financial Advisors

RFG Advisory Partners With Bitwise To Roll Out Crypto Model Portfolios for Financial Advisors
Finance Investments News

RFG Advisory Partners With Bitwise To Roll Out Crypto Model Portfolios for Financial Advisors

PR Newswire
by PR Newswire0
Models provide curated crypto access for the fast-growing RIA platform whose advisors manage over $8 billion on behalf of clients. Bitwise Asset Management, the global crypto asset manager with more than $11 billion in client assets, and RFG Advisory, the award-winning RIA platform for financial advisors, announced the rollout of diversified crypto......
AssetMark Expands In-Plan Advice Capabilities with Enhanced SDBA Program
Fintech News

AssetMark Expands In-Plan Advice Capabilities with Enhanced SDBA Program

GlobeNewswire
by GlobeNewswire0
Enhanced SDBA structure enables financial advisors to deliver professional, model-based portfolio management inside workplace retirement plans. AssetMark, a leading wealth management platform for independent financial advisors, announced an enhanced Self-Directed Brokerage Account (SDBA) program designed to help financial advisors deliver professional, in-plan investment advice and portfolio management services for client......
creditpath.io-Expands-Advisor-First-Credit-Platform-with-New-Lending-Solutions-and-Capital-Access
Fintech Lending News

creditpath.io Expands Advisor First Credit Platform with New Lending Solutions and Capital Access

GlobeNewswire
by GlobeNewswire0
creditpath.io Advances Its Product Mix as an Advisor-First Credit Platform Built to Preserve Planning Strategies, Portfolio Integrity, and Protect AUM. creditpath.io continues to advance its advisor-first credit platform designed to support financial advisors navigating complex liquidity needs while preserving investment strategies, portfolio integrity, and long-term advisory relationships. Rather than operating as......
Wealthbox Announces Early Access to New AI Features for Financial Advisors
Artificial Intelligence Finance News

Wealthbox Announces Early Access to New AI Features for Financial Advisors

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on......
Sowell Management Adds Altruist as Enterprise Custodial Partner
Finance Investments News

Sowell Management Adds Altruist as Enterprise Custodial Partner

PR Newswire
by PR Newswire0
Firm to leverage platform to help advisors grow their practices, deepen client relationships and seek better outcomes Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced that it has partnered with Altruist to offer custodial services and support to the firm’s advisors.......
First Liberty Building & Loan Investors Encouraged to Explore All Potential Recovery Options
Finance Investment Services News

First Liberty Building & Loan Investors Encouraged to Explore All Potential Recovery Options

EIN Presswire
by EIN Presswire0
Contact the Law Firm of KlaymanToskes for a Free and Confidential Consultation to Discuss Pursuing a Potential Recovery of Your Losses National investment loss and securities law firm KlaymanToskes is investigating potential recovery claims on behalf of investors who purchased investments in First Liberty Building & Loan through financial advisors or......
MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data
Finance Investments News

MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data

GlobeNewswire
by GlobeNewswire0
Enterprise Ireland-backed platform connects its 1,000+ analytical Excel functions to Claude, ChatGPT, and leading AI tools As AI transforms how professionals work with data, financial advisors and portfolio managers face a challenge: most tools generate static outputs like reports or dashboards, but few can produce dynamic, functional Excel workbooks. MarketXLS,......
Steward Partners Selects WealthFeed to Empower Advisors with AI-Enhanced Prospecting and Client Engagement
Finance Investment Services News

Steward Partners Selects WealthFeed to Empower Advisors with AI-Enhanced Prospecting and Client Engagement

Business Wire
by Business Wire0
With timely money-in-motion intelligence, advisors can more effectively accelerate organic growth and boost wallet share WealthFeed, an AI-powered prospecting platform that enables financial advisors to grow their book of business, increase client retention, and expand wallet share, announced a partnership with Steward Partners, one of the industry’s fastest-growing investment advisory......
TAAX Pro: A Revolutionary 14-in-1 Business Growth Engine Designed to Disrupt the SMB Financial Services Sector.
Finance News

TAAX Pro: A Revolutionary 14-in-1 Business Growth Engine Designed to Disrupt the SMB Financial Services Sector.

EIN Presswire
by EIN Presswire0
TAAX APP announced the major expansion of its flagship platform with TAAX Pro, a complete business growth engine. TAAX App, the innovative leader in financial technology marketplaces, announced the major expansion of its flagship platform with the launch of TAAX Pro. This comprehensive business growth engine is engineered specifically to......
Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share
Digital Asset Management Finance News

Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share

Business Wire
by Business Wire0
Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax-loss......
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