Tag : Financial Advice

Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
CFP Board Issues Crypto Guidelines
Cryptocurrency News

CFP Board Issues Crypto Guidelines

Fintech News Desk
The Certified Financial Planner Board of Standards, Inc. (CFP Board) has released a new guide about cryptocurrency-related assets to help CFP professionals uphold the Code of Ethics and Standards of Conduct (Code and Standards) in their practices. CFP Board recently issued a Notice to CFP® Professionals Regarding Financial Advice About Cryptocurrency-Related Assets in response to......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
Finance News

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

Fintech News Desk
New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity SEI announced enhanced unified managed household (UMH) capabilities within the SEI Wealth Platform (SWP) through a strategic partnership with LifeYield, a leading API-based Software-as-a-Service provider. The new service provides wealth managers in the U.K. and private banks and trust companies in......
Credit Union Renames Lumin Digital
Digital News

Credit Union Renames Lumin Digital

Fintech News Desk
American southwest Credit Union names lumin digital as Enhanced digital banking services partner. Lumin Digital announced that Arizona-based American Southwest Credit Union (ASCU) has signed a multi-year agreement for Lumin Digital’s cloud-based online and mobile digital banking platform. Lumin will support ASCU’s 30,000 members and more than $360 million in assets......
Retail Banks Miss the Mark on Financial Advice as Customer Expectations Grow, J.D. Power Finds
Banking News

Retail Banks Miss the Mark on Financial Advice as Customer Expectations Grow, J.D. Power Finds

Fintech News Desk
Capital One Ranks Highest in Customer Satisfaction with Retail Banking Advice Facing a toxic combination of rising household costs, a looming recession and record levels of debt, fully 59% of retail bank customers say they expect their financial institutions to help them improve their financial health. The problem is, according......
BNY Mellon's Pershing Reimagines Future of Financial Advice with Bigger
Finance News

BNY Mellon’s Pershing Reimagines Future of Financial Advice with Bigger

Fintech News Desk
BNY Mellon’s Pershing (“Pershing”) celebrates the bright future of financial advice this week at their flagship INSITE conference, together with business leaders, industry advocates and next generation talent. An action-packed agenda will serve up interactive networking, workshops and a dedicated recruiting session with leading wealth management and advisory firms. Latest......
Asset-Map Adds Fintech Veteran Keith Meyer as its First CMO
Finance Fintech News

Asset-Map Adds Fintech Veteran Keith Meyer as its First CMO

Fintech News Desk
Meyer brings his extensive experience as Chief Marketing Officer at both Sierra Lending Corporation and Income& to Asset-Map where he will be responsible for developing and executing innovative strategies to take Asset Map’s growth to the next level Asset-Map, the award-winning financial advice engagement experience for financial professionals, announced the......
Bitcenter Is the Safest Platform for Trading Money in Cryptocurrency and Forex
Cryptocurrency News

Bitcenter Is the Safest Platform for Trading Money in Cryptocurrency and Forex

Fintech News Desk
Bitcenter is offering its services with the help of qualified crypto experts and trained professionals who help the users to learn before they invest in the world of forex trading and cryptocurrency. The main aim of Bitcenter is to make crypto trading safe and secure for its users. The increasing buoyancy of people......
Vision Retirement Announces Partnership with TEG Federal Credit Union
Fintech News

Vision Retirement Announces Partnership with TEG Federal Credit Union

Fintech News Desk
The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the......
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