Tag : Financial Advisors

Alto Announces CryptoIRA Surpasses 100 Coins and Tokens
Digital Finance News

Eaglebrook Partners with AltoIRA, Enabling Seamless Investment in Bitcoin from Retirement Accounts for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
As Demand for Bitcoin Exposure Accelerates, RIAs can Now Allocate Client Assets in Any Type of Individual Retirement Account Through Eaglebrook Advisors’ SMA Platform Eaglebrook Advisors (Eaglebrook) has partnered with Alto Solutions, Inc. (AltoIRA) to give independent financial advisors the ability to seamlessly invest in bitcoin and other digital assets......
FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange
InsurTech Investments News

FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients Envestnet, Inc. and FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced that annuity solutions from AIG Life & Retirement are now available through......
Vise Raises $65 Million in Series C Round
Investments News

Vise Raises $65 Million in Series C Round

Fintech News Desk
by Fintech News Desk0
Vise, an AI-powered investment management platform built for advisors, announced it has raised $65 million in Series C funding. The latest round was led by Ribbit Capital, with participation from existing investors including Sequoia Capital. The Series C round brings the total capital raised since Vise’s founding to over $125 million. Since the......
Charlesbank Capital Partners Closes Strategic Investment in Ivanti
Cloud Finance Investments News

Charlesbank Capital Partners Closes Strategic Investment in Ivanti

Fintech News Desk
by Fintech News Desk0
With backing from leading investors Clearlake, Charlesbank and TA, Ivanti will continue leadership in IT Automation and further accelerate M&A strategy Ivanti, Inc., the automation platform that makes every IT connection smarter and more secure, today announced the close of the strategic investment from Charlesbank Capital Partners, LLC (“Charlesbank”) to......
Biden Tax Proposal Could Boost Tax Master Network's Core Service
Finance Fintech Investment Services Investments News

Biden Tax Proposal Could Boost Tax Master Network’s Core Service

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc. announced that the corporate tax increase included in President Biden’s $2 trillion infrastructure package, could juice even more demand for their subsidiary Tax Master Network’s tax planning service. “Choosing the right entity structure is a fundamental question for every business owner,” said TMN CEO Edward A. Lyon. “This bill affects......
Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors
Fintech News

Detroit-based Signal Advisors Raises $16 Million to Build End-to-End Platform for Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
– Tech-enabled distributor of annuities and life insurance to independent financial advisors – Simplifies licensing & contracting, new business submission, case design, marketing, compliance and more Signal Advisors, a tech-enabled distributor of annuities and life insurance, today announced a $10 million Series A led by General Catalyst, which closed in December 2020. The Detroit-based......
Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger
Fintech News

Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger

Fintech News Desk
by Fintech News Desk0
Creates a Premier Regional Banking Franchise across Texas and the Southeast Merger creates the 5th largest bank with headquarters in nine-state footprint Financially compelling transaction for both companies’ shareholders BancorpSouth Bank and Cadence Bancorporation, the parent company of Cadence Bank, N.A., jointly announced today that they have entered into a......
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
Investment Services Investments News

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
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