Tag : Financial Advice

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......
$327 Million Baton Rouge-Based Practice Joins Cetera
Finance News

$327 Million Baton Rouge-Based Practice Joins Cetera

Fintech News Desk
Hays Breard affiliates with Cetera’s Summit Financial Networks from LPL Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Hays Breard Financial Group, LLC, with $327 million in assets, has joined Summit Financial Networks, a region of Cetera Advisor Networks. Hays Breard, led by 20-year industry veterans Michael......
Volatility In Bitcoin Sees Increase In Trades
Artificial Intelligence News Trading

New Study: 94% Would Trade More If They Had Greater Confidence In Bitcoin Volatility Predictive Tools

Fintech News Desk
Newly launched BTC Range Report is one of the most powerful Bitcoin prediction tools in the market  One in four (24%) of those who trade at least $1,000 a month in Bitcoin describe volatility predictive tools and services as average or poor. This is according to new research from GNY,......
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Finance News

Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Fintech News Desk
Hablutzel Group Continues Firm’s Expansion across Colorado Rockefeller Capital Management, the integrated financial advisory firm, announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will......
Citizens Survey Confirms Near Universal and Permanent Adoption of Digital Banking Tools
Banking Business News

Citizens Survey Confirms Near Universal and Permanent Adoption of Digital Banking Tools

Fintech News Desk
Nearly all customers now do some or all banking digitally while interaction with bankers is reserved for advice, complex transactions Nearly all consumers and businesses now do at least some of their banking via digital channels and plan to do so permanently, further accelerating a trend that emerged last year......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
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