Tag : Financial Advisors

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......
Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
Artificial Intelligence Fintech News

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools

PR Newswire
by PR Newswire0
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......
Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors
Fintech News

Advisor CRM and SmartData Partner to Advance Operational Efficiency for Financial Advisors

Cision PRWeb
by Cision PRWeb0
 Advisor CRM, an all-in-one CRM platform designed exclusively for financial advisors, announced a strategic partnership with SmartData, a secure data aggregation and prospect engagement platform. As a result of the integration, advisors who use the Advisor CRM platform have the ability to enhance the efficiency, accuracy, and value of how they......
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Artificial Intelligence Fintech News

Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

Business Wire
by Business Wire0
Former LPL Financial CEO and Chairman Mark Casady participates in company’s Series B funding round, joins its Board of Directors to help build the future of wealth management Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72......
Jump and eMoney Streamline Advisor Workflows with New Data Integration
Artificial Intelligence Fintech News

Jump and eMoney Streamline Advisor Workflows with New Data Integration

Business Wire
by Business Wire0
New integration streamlines meeting follow-ups and financial plan updates—saving time, reducing errors and improving advisor efficiency Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new integration with eMoney Advisor, a leading provider of technology solutions and services dedicated to helping......
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