Tag : financial advisor

Financial Advisor Kim Ramchandani Joins Cetera from LPL
Finance Investments News

Financial Advisor Kim Ramchandani Joins Cetera from LPL

PR Newswire
by PR Newswire0
Veteran advisor focused on empathetic service, transparent guidance, and lifelong client relationships selects Cetera to support her growth plans Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning that emphasizes education, transparency and long-term client support. She now is affiliating with Cetera after nearly......
Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL
Finance Investment Services News

Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL

PR Newswire
by PR Newswire0
Veteran advisor selects Cetera for its responsive service, commitment to independence, and growth-focused platform to support his growth plans Cetera welcomes veteran financial advisor Gregory Kearney, CFP®, ChFC®, who transfers to Cetera after being affiliated with LPL for 23 years, including working with OSJs and bank investment programs that were......
Cetera Welcomes Longtime Commonwealth Advisor David Bashaw
Finance News

Cetera Welcomes Longtime Commonwealth Advisor David Bashaw

PR Newswire
by PR Newswire0
Seeking community and personalized growth support, Bashaw joins Cetera Wealth Partners community within Cetera’s Advisor Channel Veteran financial advisor overseeing approximately $115 million for clients leaves Commonwealth after nearly 40 years Cetera welcomes financial advisor David Bashaw, who joins after a nearly 40-year affiliation with Commonwealth Financial Network. Bashaw oversees......
Artificial Intelligence Featured Finance Fintech Investments

Beyond Robo-Advisors: Is AI Finally Ready to Be Your Financial Advisor?

Fintech Staff Writer
by Fintech Staff Writer0
You may think that a personal financial advisor, one who can grasp all the nuances of your finances, is beyond your means. Such personalized advice was once the preserve of the ultra-wealthy. The first wave of technology attempted to solve this with robo-advisors, which was a good start. But what......
Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management
Fintech News

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management

GlobeNewswire
by GlobeNewswire0
Seasoned Financial Advisor Jakub Kubrak has launched his own independent Fiduciary firm, Kubrak Wealth Advisors, to simplify complex wealth management topics for everyday individuals. Drawing on more than a decade of experience at top financial institutions, including Fisher Investments, JPMorgan, and Texas Capital Bank, Kubrak now leads his firm with......
AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor
Finance Investment Services News

AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor

Cision PRWeb
by Cision PRWeb0
Essentials financial advisor monitoring now available for free, delivering monthly updates and alerts directly to investors’ inboxes AdvisorCheck announced the broad availability of AdvisorCheck Essentials, the first free monitoring service that continuously tracks a financial advisor’s professional status and delivers key updates directly to investors via email. By signing up......
iCapital Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion
Finance Fintech News

iCapital Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion

Business Wire
by Business Wire0
Investment round co-led by new investors T. Rowe Price and SurgoCap Partners with additional participation from State Street, and increased commitments from existing investors Temasek, UBS, and BNY. New capital to accelerate global acquisition strategy, geographic expansion, and technology innovation. iCapital, the global fintech company shaping the future of investing, today......
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......
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