Tag : financial advisor

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......
Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon
Finance News

Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon

Fintech News Desk
by Fintech News Desk0
Inspire Advisors celebrates their 3rd advisor transition this year who desires to center their practice around their faith “Seek the Kingdom of God above all else, and live righteously, and he will give you everything you need”. This bible verse was quoted when Inspire Advisors, a Christian-focused registered investment advisor, asked......
economyx.AI Uses ML to Pull Insights From US Economic News
Fintech Startups News

economyx.AI Uses Machine Learning to Pull Insights From US Economic News

Fintech News Desk
by Fintech News Desk0
The US economy is $25 trillion of activity, by 330 million people, over 3.8 million square miles. Wanna to see how it’s all doing? Google has been spectacularly successful in its mission to organize the world’s information and make it universally accessible. But is more information always better? A simple search like......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
LeadsOnline Welcomes Strategic Growth Investment from TA Associates
Investment Services News

LeadsOnline Welcomes Strategic Growth Investment from TA Associates

Fintech News Desk
by Fintech News Desk0
LeadsOnline, LLC, a nationwide provider of data, technology and intelligence tools used by law enforcement agencies, investigators, and businesses, announced a strategic growth investment from TA Associates, a leading global growth private equity firm. Financial terms of the transaction were not disclosed. “We look forward to supporting Alex, Ashley and......
Credibly Announces Corporate Note Refinancing and New Asset-Backed Financing Facility
Finance News

Credibly Announces Corporate Note Refinancing and New Asset-Backed Financing Facility

Fintech News Desk
by Fintech News Desk0
In March 2022, Credibly continued its investment in growth, refinancing a maturing $10 million Corporate Note into a new five-year term. The Note received a one notch rating upgrade from Egan-Jones to “BBB”. Brean Capital served as the company’s exclusive financial advisor and sole placement agent in connection with the......
1