Tag : Advisors

Fintech News

Alexa Translations Announces New Board of Advisors

Fintech News Desk
by Fintech News Desk0
Prominent translations company welcomes seven new advisors to guide company through future growth Alexa Translations announced today the introduction of a new Board of Advisors. These seven advisors will leverage their collective skills and expertise to provide guidance and direction to the company’s executive team through its continued growth and......
Fintech

Income Lab Announces Appointment of Derek Tharp to its Board of Advisors

Fintech News Desk
by Fintech News Desk0
Income Lab announced today the appointment of Derek Tharp, Lead Researcher and Speaker at Kitces.com, to Senior Advisor and member of the Income Lab Board of Advisors. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “We are excited to welcome Derek to our team.......
Banking Fintech News

Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
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