Tag : Financial Advisors

Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers
Cryptocurrency News

Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers

Fintech News Desk
by Fintech News Desk0
Adoption of BITRIA Platform’s Brand at Company Level Reflects Its Popularity, Marks Launch of New Wave of Enhancements and Features Blockchange Inc., the pioneering leader in digital asset investing solutions for financial advisors and asset managers, today announced that it is rebranding to BITRIA, A Division of Blockchange Inc., or BITRIA for short. The adoption......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
Zoe Financial Announces Record Quarter Milestones
Fintech News

Zoe Financial Announces Record Quarter Milestones

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced today noteworthy milestones reached during their third quarter of 2021. Andres Garcia-Amaya, Founder and CEO of the platform, said, “From elite new leadership joining the team to innovative product features, Zoe continues to find strategic ways to......
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.......
SierraConstellation Partners to Field New Survey for the Special Assets Resolution and Workout Bankers Community
Banking News

SierraConstellation Partners to Field New Survey for the Special Assets Resolution and Workout Bankers Community

Fintech News Desk
by Fintech News Desk0
SierraConstellation Partners LLC (SCP), a business advisory firm that focuses on the strategic, operational, financial transactional, and capital needs of middle-market companies and their partners, announced the launch of their new SCP Workout Bankers Insights Survey. The survey will gauge the sentiment of special assets managers to create a data-rich resource......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
Vanguard Completes Acquisition Of Just Invest
Analytics Fintech News

Vanguard Completes Acquisition Of Just Invest

Fintech News Desk
by Fintech News Desk0
Vanguard announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest’s offerings, including direct indexing platform Kaleidoscope™, provide financial advisors with technology solutions that cater to their clients’ unique financial needs. The acquisition adds direct indexing, or personalized indexing, capabilities to......
Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors
Analytics Finance Fintech News

Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has been selected by Raymond James Ltd. as its market data provider for financial advisors in Canada. FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth......
Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees
Finance Fintech News

Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees

Fintech News Desk
by Fintech News Desk0
More Employers Offering Financial Wellness Programs, Expanding Types of Wellness Support Bank of America announced findings from its 11th annual Workplace Benefits Report, which revealed 95% of employers feel a sense of responsibility for the financial wellness of their employees, up from 81% in 20151, and more than half (56%)......
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