Tag : Financial Advisors

Global Blue Announces $100M Strategic Equity Investment From Tencent
Fintech Investments News

Global Blue Announces $100M Strategic Equity Investment From Tencent

Business Wire
by Business Wire0
Validates Global Blue’s leadership, reflects confidence in ongoing travel recovery, and supports stated de-leveraging target Global Blue Group Holding AG , the leading strategic technology and payments partner powering retailers’ improved performance and enhancing shoppers’ experience, is pleased to announce it has entered into a share purchase and investment agreement......
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
FANHUA Unveils New Mission, New Vision alongside a Refreshed Corporate Logo and Announces Change of Domain Name
Fintech News

FANHUA Unveils New Mission, New Vision alongside a Refreshed Corporate Logo and Announces Change of Domain Name

GlobeNewswire
by GlobeNewswire0
FANHUA a leading independent financial services provider in China, unveils its new mission statement, vision, corporate values alongside a refreshed corporate logo. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance As Fanhua embrace new opportunities in the new era, FANHUA envisions itself as a globally......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
by Business Wire0
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
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