Tag : Financial Advisors

Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
by Fintech News Desk0
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Banking Fintech News

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Among Advisors Planning to Increase ETF Allocations, 55% Plan to Shift Assets Away From Actively Managed Equity Funds Broadridge Financial Solutions, Inc., a global Fintech leader, released results from a new survey of over 500 financial advisors, revealing that ETF demand is predicted to continue increasing in 2020 and that......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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