Tag : financial advisor

Cetera Names Andina Anderson to Lead RIA Blueprint Platform
Fintech Investment Services News

Cetera Names Andina Anderson to Lead RIA Blueprint Platform

PR Newswire
by PR Newswire0
Strategic hire accelerates RIA expansion across Cetera’s Wealth Hub architecture, delivering dedicated infrastructure, tech stack and compliance support to independent advisors Cetera announced the appointment of Andina Anderson as Managing Director, Digital Solutions, and head of RIA Blueprint – a purpose-built platform central to Cetera’s Wealth Hub strategy. In this expanded......
AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest
Fintech News

AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest

Business Wire
by Business Wire0
Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively AdvizorPro, a leading RIA and financial advisor intelligence platform, launched TrafficIQ, a new solution that enables firms targeting registered investment advisors to convert anonymous website visitors into actionable sales leads. Purpose-built for firms......
Pocketnest Generative AI Transforms Credit Unions
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Pocketnest Generative AI Transforms Credit Unions

PR Newswire
by PR Newswire0
Personalized financial insights boost engagement and identify growth Pocketnest, the woman-founded financial wellness platform, announces the results of its initial beta rollout of its generative AI, Birdie, with select credit unions. “Birdie represents a game-changing opportunity for financial institutions to deepen engagement with their digitally savvy community,” said Ben Maxim, Chief Operating......
Fidelity National Financial, Announces Intent to Invest Approximately $250 Million In Majority-Owned Subsidiary F&G
Investment Services News Uncategorized

Fidelity National Financial, Announces Intent to Invest Approximately $250 Million In Majority-Owned Subsidiary F&G

PR Newswire
by PR Newswire0
Fidelity National Financial, announced its intent to invest approximately $250 million in F&G Annuities & Life, . (F&G).  FNF held approximately 85% ownership in F&G as of September 30, 2023. F&G will use net proceeds from the investment to support the growth of assets under management, as it capitalizes on opportunities in......
ChargePoint Raises $232M to Support Path to Profitability in 2024
Fintech Investments News

ChargePoint Raises $232M to Support Path to Profitability in 2024

Business Wire
by Business Wire0
$175M of new equity committed by institutional investors via the Company’s “at-the-market” offering facility $57M of new equity raised in Q3 of FY2024 via the ATM Adjustment to terms of outstanding $300M convertible notes ChargePoint Holdings, Inc., a leading provider of networked solutions for charging electric vehicles, has secured a......
DataBank Completes Sale of French Data Center Assets to Etix Everywhere
Banking News

DataBank Completes Sale of French Data Center Assets to Etix Everywhere

PR Newswire
by PR Newswire0
Deal includes five data centers in Paris, Toulouse, and Montpellier DataBank, a leading provider of enterprise-class edge colocation, interconnection, and managed services, announced that it has completed the sale of its five data centers in France (operating as “zColo France SAS”) to Etix Everywhere, a major edge data center player in Europe and Asia.  DataBank......
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth
Finance News

Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth

Business Wire
by Business Wire0
New appointments and additions to the team support its business imperative of empowering advisor success Bluespring Wealth Partners, LLC (Bluespring), an industry-leading acquirer and partner of best-in-class wealth management firms, announced several changes and additions to its leadership team, designed to support the organization’s mission of empowering growth for best-in-class wealth......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Barclays Appoints Ricardo Fernandez as Head of Investment Banking for Mexico
Banking News

Barclays Appoints Ricardo Fernandez as Head of Investment Banking for Mexico

Business Wire
by Business Wire0
Barclays announces the appointment of Ricardo Fernandez as Head of Investment Banking for Mexico. In this role Mr. Fernandez will report to Raul Martinez-Ostos, Chairman and CEO of Barclays for Mexico and Latin America. With close to 25 years of experience in investment banking, Mr. Fernandez has advised on a......
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