Tag : financial advisor

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth
Banking News

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth

Fintech News Desk
by Fintech News Desk0
On November 1, 2022 Excalibur Investment Banking is pleased to announce that Long Point Capital has partnered with management and made a significant equity investment in Allnorth Consultants Limited. With over 750 employees and 21 locations across Canada, Mexico and the U.S., Allnorth provides multi-disciplinary engineering, project delivery and construction......
Celebal Technologies Announces $32 Million Investment From Norwest Venture Partners
Fintech Investment Services News

Celebal Technologies Announces $32 Million Investment From Norwest Venture Partners

Fintech News Desk
by Fintech News Desk0
First institutional round of funding bolsters Celebal Technologies’ mission to modernize traditional enterprises leveraging cloud innovation capabilities Celebal Technologies, a premier software consulting and delivery organization, specializing in cutting-edge technologies such as AI, Big Data, Data Science, and Enterprise Cloud, announced that it has secured a $32 million minority growth investment......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem
B2B InsurTech News

AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem

Fintech News Desk
by Fintech News Desk0
AdvizorPro releases insurance producer dataset, the latest addition to AdvizorPro’s rapidly growing financial services intelligence platform AdvizorPro, a leading provider of B2B contact and company data intelligence, is excited to announce the release of its insurance producer dataset. The launch of the insurance offering provides customers a single unified platform to......
Bitsy Launches Version 2 of Its Platform
Finance News

Bitsy Launches Version 2 of Its Platform

Fintech News Desk
by Fintech News Desk0
New platform and integration partners prove value, need, and uniqueness of Bitsy’s offerings Financial advisor automation software company Bitsy is excited to announce the rollout of the second version of its platform. Bitsy specializes in workflow automation tools for financial advisors that are powerful and easy to use, providing a......
Vista Equity Partners Completes Acquisition of Avalara
Compliance management Investment Services News

Vista Equity Partners Completes Acquisition of Avalara

Fintech News Desk
by Fintech News Desk0
Avalara, Inc., a leading provider of tax compliance automation for businesses of all sizes, announced the completion of its acquisition by Vista Equity Partners, a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, in partnership with institutional co-investors, for $93.50 per share in cash. “As......
Cary Street Partners Grows in Hampton Roads
Finance News

Cary Street Partners Grows in Hampton Roads

Fintech News Desk
by Fintech News Desk0
Adds to Leadership Depth with Regional Management Move Cary Street Partners is pleased to announce Ian A. Holder has joined its Virginia Beach wealth management team as a Financial Advisor, Managing Director and Branch Office Manager. Ian previously served wealth management clients at Merrill Lynch for over 14 years. He......
AsiaPay offers Advanced Digital Payment Gateway and 3D Secure 2.0 to Krungsri
Investment Services News

Buyer Consortium Led by Recco Control Technology and Dazheng Group Announces Engagement of UBS as Financial Advisor

Fintech News Desk
by Fintech News Desk0
Buyer consortium led by Recco Control Technology Pte. Ltd. (“Recco Control Technology”) and Dazheng Group (Hong Kong) Investment Holdings Company Limited (“Dazheng Group”) announces today that UBS AG Hong Kong Branch[1] has been engaged by Recco Control Technology and Dazheng Group as the financial advisor in connection with the consortium’s proposed......
Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options
Finance News

Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options

Fintech News Desk
by Fintech News Desk0
Firm provides more autonomy in how financial advisors design and structure their teams  On its journey to deliver human-centered complete wealth management and advance its purpose to make a greater impact in the lives of its clients, colleagues and communities, financial-services firm Edward Jones today announced teaming options for its nearly 19,000......
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