Tag : Financial Advisors

Collective Launches Compass, the AI Platform Built to Research, Plan and Execute in the Private Market
Finance Fintech News

Collective Launches Compass, the AI Platform Built to Research, Plan and Execute in the Private Market

PR Newswire
by PR Newswire0
Compass gives financial advisors private company intelligence, client-specific planning and anonymous execution support in one workflow. Collective launched Compass, Collective’s AI platform built to help financial advisors understand, plan for and act on their clients’ pre-IPO equity. Selected from hundreds of applicants for the AI Demo Drop at the Future......
Daybright Financial Acquires EZTPA, LLC
Finance Fintech News

Daybright Financial Acquires EZTPA, LLC

PR Newswire
by PR Newswire0
Acquisition expands Daybright’s private sector retirement capabilities in the Mid-Atlantic Daybright Financial announced the acquisition of EZTPA, LLC, a retirement plan consulting and third-party administration firm serving employers and financial advisors. The transaction marks Daybright’s 67th acquisition since its founding in 2008 and its third acquisition of 2026. Daybright Financial......
Income Lab Launches Withdrawal Optimizer to Help Advisors Determine How to Fund Unplanned Client Withdrawals
Finance Fintech News

Income Lab Launches Withdrawal Optimizer to Help Advisors Determine How to Fund Unplanned Client Withdrawals

GlobeNewswire
by GlobeNewswire0
New capability identifies which accounts and holdings to draw from, calculates withholding and estimated tax payments, and evaluates the impact on a client’s existing plan, taxes and Medicare premiums Income Lab, a leading provider of financial planning and income distribution software for financial advisors, launched the Withdrawal Optimizer, a new......
Simplicity Group Acquires Whitney and Associates, Expanding Presence in Des Moines as it Welcomes Mitch Whitney and Charles Johnson as the Group's Newest Partners
Finance Fintech News

Simplicity Group Acquires Whitney and Associates, Expanding Presence in Des Moines as it Welcomes Mitch Whitney and Charles Johnson as the Group’s Newest Partners

PR Newswire
by PR Newswire0
Simplicity Group (“Simplicity”), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, announced the acquisition of Whitney and Associates, LLC (“Whitney”), a premier independent marketing organization based in Des Moines, Iowa. The transaction also includes the acquisition of Altitude Capital Management RIA, an integrated......
Sowell Management Expands Advisor Support Platform with Launch of Advanced Planning Group
Finance Investments News

Sowell Management Expands Advisor Support Platform with Launch of Advanced Planning Group

PR Newswire
by PR Newswire0
Value-added offering adds integrated estate, tax, and advanced planning capabilities to help advisors better serve affluent families and navigate their increasingly complex needs Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced the launch of its Advanced Planning Group (APG), a new......
Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA
Finance Fintech News

Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA

PR Newswire
by PR Newswire0
After building their businesses over two decades, the advisors chose Cetera’s Summit community for its high-touch service, flexibility and commitment to helping advisors operate their way Cetera welcomes financial advisors Jim Tucker, CFP®, CRPS®, and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in AUA1.......
SEI Expands Advisor Services Ecosystem with AI Assistant Zocks
Artificial Intelligence Finance News

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

PR Newswire
by PR Newswire0
SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement SEI announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more......
Boom Launches Financial Intelligence App Featuring Financial and Business Ecosystem for Community Wealth Building
Finance News

Boom Launches Financial Intelligence App Featuring Financial and Business Ecosystem for Community Wealth Building

EIN Presswire
by EIN Presswire0
New AI-driven application introduces dedicated discussion environments and alternative data channels to link participants in the circular economy. Boom officially pulls back the curtain on its advanced, AI-driven financial intelligence network, designed to empower everyday investors, founders, financial advisors, insurance brokers, venture capitalists, and small businesses with an entirely new......
FuturePlan by Ascensus Appoints Scott Dozier as Vice President, Sales Consultant to Support Growth in Greater Houston and Louisiana
Finance Fintech News

FuturePlan by Ascensus Appoints Scott Dozier as Vice President, Sales Consultant to Support Growth in Greater Houston and Louisiana

PR Newswire
by PR Newswire0
Experienced financial services professional to expand advisor partnerships in Houston through FuturePlan’s independent, client-focused approach FuturePlan by Ascensus, a leading retirement solutions partner dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers, announced the appointment of Scott Dozier as Vice President, Sales Consultant. Dozier will support......
Vanguard Launches Dynamic Active-Passive Model Portfolio Series for Financial Advisors
Finance Investments News

Vanguard Launches Dynamic Active-Passive Model Portfolio Series for Financial Advisors

PR Newswire
by PR Newswire0
Vanguard has launched a new Dynamic Active-Passive Model Portfolio series, further expanding the firm’s lineup of model portfolios for financial advisors. The series is designed to help advisors efficiently implement a dynamic active‑passive investment approach for clients at scale. The series offers models to advisors seeking to outperform an index benchmark......
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