Tag : Financial Advisors

Banking Compliance management Finance Fintech Guest Posts Investment Services

How Coaching Is Helping Banks Close The Leadership Gap

Matti Niebelschütz
by Matti Niebelschütz0
Financial institutions are experiencing a quiet crisis. Executive succession plans are largely nonexistent, transformation programs are exhausting teams, and senior talent is leaving faster than it can be replaced. Bank Director reports that only 18% of U.S. community banks have a defined CEO successor, and McKinsey projects a shortage of......
AccuPoint Solutions Appoints Kelly Gormley as Vice President of Client Relations & Sales
Finance InsurTech News

AccuPoint Solutions Appoints Kelly Gormley as Vice President of Client Relations & Sales

EIN Presswire
by EIN Presswire0
Gormley to focus on New Client Acquisition. AccuPoint Solutions – an innovative technology company specializing in industry data services, focused on insurance agents, insurance agencies, financial advisors, and advisory firms –  announced that financial services veteran Kelly Gormley has joined the firm to serve as Vice President of Client Relations......
Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients
Finance News

Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients

PR Newswire
by PR Newswire0
Continued build-out of strategic partner network allows Sowell to expand value-added services for advisors Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced it has entered into a strategic partnership with Capital Connect to provide advisors with merger and acquisition consulting, valuation,......
Connectiv and NAIFA Launch Protectors Vegas -- the New Annual Gathering for the Life and Annuity Industry
Finance InsurTech News

Connectiv and NAIFA Launch Protectors Vegas — the New Annual Gathering for the Life and Annuity Industry

Cision PRWeb
by Cision PRWeb0
The life and annuity sector is at a pivotal moment – shaped by innovation, new entrants, and changing consumer needs. Protectors Vegas will connect the leaders driving the change and securing financial futures for all stages of life. Connectiv, owners of Medicarians and the creators of InsureTech Connect and Manifest,......
Decorum Wealth Management Launches with Support from LPL Strategic Wealth
Finance Fintech News

Decorum Wealth Management Launches with Support from LPL Strategic Wealth

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Ronald Ewing, CFP®, Edward Macha, Alex Pittz, AAMS, Brian Gudgel, CFP and Andrew Curiel IV, CFP®, CEPA®, AWMA®, APMA have launched a new independent practice, Decorum Wealth Management, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately......
Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals
Artificial Intelligence Finance News

Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals

Business Wire
by Business Wire0
Following Thyme acquisition, Hazel delivers intelligent, integrated AI built to supercharge advisor productivity Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors. With this launch, Altruist delivers an intuitive tool that streamlines advisor productivity by......
Advisor Logistics Announces New Ownership and Executive Team to Accelerate Growth and Innovation in Outsourced Trading for RIAs
Finance News Trading

Advisor Logistics Announces New Ownership and Executive Team to Accelerate Growth and Innovation in Outsourced Trading for RIAs

PR Newswire
by PR Newswire0
Advisor Logistics, a rapidly growing outsourced trading solution built exclusively for Registered Investment Advisors (RIAs), announced a strategic change in ownership along with the appointment of a new executive leadership team to guide the firm through its next stage of growth. Brett Wheeler, the founder of the firm, remains the......
Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster
Fintech News

Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster

Cision PRWeb
by Cision PRWeb0
Forward thinking financial advisors and wealth management firms gain access to a new digital marketing benefit from Wealthtender to enhance their visibility in traditional search engines and AI tools like ChatGPT, Gemini, and beyond. Wealthtender, a leading digital marketing platform for financial advisors and wealth management firms, announced the launch......
GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors
Artificial Intelligence Fintech News

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors

Business Wire
by Business Wire0
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the......
Fispoke Announces Strategic Partnership with Bell Bank Expanding Banking Solutions on Innovative WealthTech Platform
Banking Finance Fintech News

Fispoke Announces Strategic Partnership with Bell Bank Expanding Banking Solutions on Innovative WealthTech Platform

EIN Presswire
by EIN Presswire0
New Partnership Bridges Banking and Wealth Management with Integrated Digital Tools for Independent Advisors and Clients Fispoke, a modern banking and WealthTech platform built to empower financial advisors and their clients, announced a strategic partnership with Bell Bank, one of the nation’s largest private family and employee-owned banks. This partnership......
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