Tag : Financial Advisors

iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market
Fintech News

iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market

Fintech News Desk
by Fintech News Desk0
Expands iCapital’s suite of alternative investments available to financial advisors and augments distribution capabilities Strengthens commitment to financial advisor education iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), a leading end-to-end......
CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track
Investments News

CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track

Fintech News Desk
by Fintech News Desk0
CAIS Platform manager Avenue Capital Group to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that Avenue Capital Group (“Avenue”) will be participating in the CAIS Alternative Investments Track at SALT NY. Avenue is a global alternative investment manager with more than $11.6 billion......
Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”
Finance Investments News

Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”

Fintech News Desk
by Fintech News Desk0
Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the onboarding of their......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
John Hancock Drives More New Business Through ON24 Digital Experiences
Finance Fintech News

John Hancock Drives More New Business Through ON24 Digital Experiences

Fintech News Desk
by Fintech News Desk0
Financial services leader grows sales 25% and helps partners increase new business by 266% John Hancock, a leading international financial services company, used ON24 digital experiences to drive new business and expand reach to a greater number of financial advisors. John Hancock engaged more than 1,500 partners on the ON24 platform......
CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ
Fintech Investments News

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Fintech News Desk
by Fintech News Desk0
Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. “CAIS’s strong advisor adoption rates and accelerated growth allow us to attract......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
Riskalyze and RightCapital Elevate Their Integration
Finance Fintech News

Riskalyze and RightCapital Elevate Their Integration

Fintech News Desk
by Fintech News Desk0
The industry’s premier risk alignment and portfolio analytics platform seamlessly supplies position level account data to RightCapital’s dynamic financial plans Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
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