Tag : financial advisor

Foley Trasimene Acquisition Corp. II and Paysafe, A Leading Global Payments Provider Focused on Digital Commerce and iGaming, Announce Merger
Business Fintech News

Foley Trasimene Acquisition Corp. II and Paysafe, A Leading Global Payments Provider Focused on Digital Commerce and iGaming, Announce Merger

Fintech News Desk
by Fintech News Desk0
~ Paysafe operates a unique two-sided network and processes nearly $100 Billion in Volume ~ ~ Bill Foley to become Chairman of the board of directors and Paysafe CEO Philip McHugh will continue leading the Newly Combined Company ~ ~ Transaction and partnership with Foley Trasimene will accelerate growth, enhance......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech News

Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows

Fintech News Desk
by Fintech News Desk0
A survey of 2,000 adults investigated how people interact with marketing tactics conducted by financial advisors. Key takeaways include: Almost two-thirds (63%) of respondents said insightful and educational content, as well personalization, would make an advisor’s marketing stand out 84% of Americans said personalized content is very important when working......
Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights
Fintech News

Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights

Fintech News Desk
by Fintech News Desk0
Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey¹ by Life Stage Insights, a marketing technology company that empowers financial advisors to automate deep connections with prospects and clients. The top reason clients say they don’t read their financial......
Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
by Fintech News Desk0
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech InsurTech News

Jennifer Lucovich Appointed as Financial Advisor at UBS Scottsdale Arizona Branch Office

Fintech News Desk
by Fintech News Desk0
Jerrod Logan also appointed as Senior Wealth Strategy Associate UBS is proud to announce that Jennifer Lucovich has joined the firm as a Financial Advisor, Senior Vice President—Wealth Management in the Scottsdale Arizona branch office. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Jennifer is......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Prominent Financial Advisor Tyrone Ross Named as CEO of Onramp Invest

Fintech News Desk
by Fintech News Desk0
Reality Shares, Inc.Board of Directors is pleased to announce its appointment of Tyrone Ross as the Chief Executive Officer of Onramp™ Invest. He will assume the day-to-day leadership of the Company effective immediately. Ross, a decorated financial advisor, and financial services influencer will help deliver on the initial vision for Onramp,......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
Vivriti Capital Raises INR 350 CR in Series B Funding From LGT Lightstone Aspada
Fintech Fintech Funding Investment Services News

Vivriti Capital Raises INR 350 CR in Series B Funding From LGT Lightstone Aspada

Fintech News Desk
by Fintech News Desk0
Vivriti Capital, online enterprise debt platform and lender raises USD 50 Mn (~ INR 350 Crores) in Series B funding from LGT Lightstone Aspada. The latest round comes in less than 10 months since its Series A funding from US-based Creation Investments. The latest round takes the total equity raised......
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