Tag : Financial Advisors

Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech News

Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, a global Fintech leader, released a survey of over 400 financial advisors, which reveals that financial advisors did not find asset manager wholesalers more helpful in addressing their needs throughout the challenges of the COVID-19 pandemic. Seventy percent of advisors agree that the pandemic will have a......
KBC Bank Chooses Finastra for Libor Transition
Fintech News

7-Tool Advisor Equips Financial Advisors With Game-Changing Practice Solutions

Fintech News Desk
by Fintech News Desk0
One Seven, a registered investment advisor and comprehensive business management platform for financial advisors, today announces the launch of 7-Tool Advisor, a bold new self-development and practice management solution for growth-minded advisors. Whether partnered with One Seven or operating an unaffiliated practice, 7-Tool Advisor equips financial advisors with seven game-changing solutions......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech News

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
Fintech News

Greenwich Associates Finds Amid COVID-19 Crisis, More Than Half of Financial Advisors Globally Are Increasing Their Presence on Top Social Media Platforms

Fintech News Desk
by Fintech News Desk0
Financial advisors are dramatically stepping up their use of social media platforms like LinkedIn and Twitter. With the COVID-19 crisis keeping markets volatile, clients jittery and most professionals cooped up at home, financial advisors are adopting social media as a way of keeping themselves informed and in touch with clients......
Global Blue Completes Business Combination With Far Point Acquisition Corporation
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Global Blue Completes Business Combination With Far Point Acquisition Corporation

Fintech News Desk
by Fintech News Desk0
Global Blue Group AG, a leading provider of Tax Free Shopping and payment solutions, today announced that it has completed its business combination (the “Business Combination”) with Far Point Acquisition Corporation (NYSE: FPAC, FPAC.UN, and FPAC.WS), a special purpose acquisition company (“FPAC”). The Business Combination was approved by FPAC’s stockholders......
The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination
Banking Fintech News

The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that The Bancorp Bank, a wholly- owned subsidiary of The Bancorp, has joined the roster of lenders on the Envestnet Credit Exchange, providing financial advisors with seamless access to securities-backed lines of credit. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding “We continue to add......
AssetMark Launches eService Team and Expands Digital Servicing Tools
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AssetMark Launches eService Team and Expands Digital Servicing Tools

Fintech News Desk
by Fintech News Desk0
Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)  AssetMark announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its......
Fintech News

tru Independence Expands C-Suite, Further Strengthens Business Platform with Addition of Gary Bonner as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
The company also announces partnership with Entwood Holdings to drive growth tru Independence (tru), an open architecture platform that provides independent financial advisors with a full suite of business support services, today announced the addition of Gary Bonner as Chief Operating Officer. The addition of Mr. Bonner to the team’s C-Suite is powered by the......
Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Fintech News

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
by Fintech News Desk0
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
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