Tag : Financial Advisors

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
iCapital Secures Three Patents for Innovations in Alternative Investing Technology
Fintech Investment Services News

iCapital Secures Three Patents for Innovations in Alternative Investing Technology

Fintech News Desk
by Fintech News Desk0
New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has been awarded three patents for technological advances in data......
DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets
Digital Asset Management News

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional clients receive reduced tuition when enrolling in DACFP’s Certificate in Blockchain and Digital Assets course The Digital Assets Council of Financial Professionals has formed a strategic alliance with Fidelity Institutional to educate advisors and home office staff on digital assets. This knowledge will help them serve their clients’......
FundFront Launches Alternative Investment Platform to Simplify Access
Fintech Investment Services News

FundFront Launches Alternative Investment Platform to Simplify Access

Fintech News Desk
by Fintech News Desk0
The platform offers financial advisors and their investors a carefully selected menu of alternative investment strategies that can be accessed directly from bank and brokerage accounts FundFront, a London based FinTech company, announces the launch of its alternative investment platform. Founding partners, Amin Naj, Arman Salavitabar and Dr. Aric Whitewood come from leading financial institutions including......
Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
New Book, Your Essential Guide to Sustainable Investing, Launches Today
Investment Services News

New Book, Your Essential Guide to Sustainable Investing, Launches Today

Fintech News Desk
by Fintech News Desk0
The definitive guide to sustainable investing that investors need Samuel Adams, CEO of Vert Asset Management, is pleased to announce the launch of a new book: Your Essential Guide to Sustainable Investing: How to Live Your Values and Achieve Your Financial Goals with ESG, SRI, and Impact Investing. Renowned American economist Burton Malkiel......
Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto
Cryptocurrency News

Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto

Fintech News Desk
by Fintech News Desk0
Bitwise Asset Management, the world’s leader in crypto index funds, announced the launch of the firm’s first full-length TV ad campaign, “Crypto Doesn’t Have to Be Overwhelming,” designed to raise awareness of Bitwise’s role as a trusted guide in crypto. “But what we love most is that it captures Bitwise’s......
Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
BuyUcoin,
Cryptocurrency Fintech Investment Services News

BuyUcoin Registers 130% YoY Growth in the Number of Female Users on Its Platform

Fintech News Desk
by Fintech News Desk0
Shivam Thakral, CEO of BuyUcoin said, “Women are very astute investors and take calculated risks when it comes to investments. If we look at metro cities, working couples generate double income, which creates a good amount of surplus fund for investments. Female professionals are looking at crypto for achieving their......
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