Tag : Financial Advisors

Daybreak Financial Group Joins Stifel in New York City
Finance News

Daybreak Financial Group Joins Stifel in New York City

Fintech News Desk
by Fintech News Desk0
Stifel Financial Corp. announced that Daybreak Financial Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Latest Fintech News: Devon Energy Corporation Joins Oil and Gas Industry Consortium Blockchain for Energy Consisting of financial advisors Raymond and Dominick Minicucci, the team comes to Stifel......
iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS
Fintech Fintech Funding News

iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS

Fintech News Desk
by Fintech News Desk0
UBS outsources feeder fund management to iCapital, supporting advisors’ focus on client outcomes iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS  announced they entered into a definitive agreement whereby iCapital will acquire UBS Fund Advisor LLC,......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
Riskalyze Appoints Three New Executive Leaders
Finance News

Riskalyze Appoints Three New Executive Leaders

Fintech News Desk
by Fintech News Desk0
Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, has charged two new hires and a veteran employee with taking on three leadership roles at the company. The new executive team members include Craig Clark as the firm’s first Chief Marketing Officer, Josh Gray in the role of Chief......
Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
InsurTech News

Advisor360° Introduces New Beneficiaries Capability for Insurance Policies

Fintech News Desk
by Fintech News Desk0
Financial advisors can see and report beneficiaries consolidated across investment and insurance products for a more connected digital wealth experience Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, announced a significant cross-product enhancement to its existing Beneficiaries capability. Financial advisors are now......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years
Fintech Funding News

TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years

Fintech News Desk
by Fintech News Desk0
Tactical Fund Advisors (TFA), a registered investment advisory firm, managing six tactical mutual funds, announced that their TFA Tactical Income Fund is an alternative in today’s down bond market. Latest Fintech News: iClick Interactive Releases Metaverse Livestreaming Mobile App Arohar Bonds were the bull market for the last 40 years, so......
FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share
Finance News

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share

Fintech News Desk
by Fintech News Desk0
New study explores how to increase existing client assets Research identified five unique personality types driving behavior Northern Trust Asset Management’s FlexShares Exchange Traded Funds announced the findings from its latest research on how financial advisors can grow wallet share with existing high-net-worth (HNW) clients. While current research suggests that......
Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
by Fintech News Desk0
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
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