Tag : Financial Advisors

Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto
Cryptocurrency News

Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto

Fintech News Desk
by Fintech News Desk0
Bitwise Asset Management, the world’s leader in crypto index funds, announced the launch of the firm’s first full-length TV ad campaign, “Crypto Doesn’t Have to Be Overwhelming,” designed to raise awareness of Bitwise’s role as a trusted guide in crypto. “But what we love most is that it captures Bitwise’s......
Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
BuyUcoin,
Cryptocurrency Fintech Investment Services News

BuyUcoin Registers 130% YoY Growth in the Number of Female Users on Its Platform

Fintech News Desk
by Fintech News Desk0
Shivam Thakral, CEO of BuyUcoin said, “Women are very astute investors and take calculated risks when it comes to investments. If we look at metro cities, working couples generate double income, which creates a good amount of surplus fund for investments. Female professionals are looking at crypto for achieving their......
InvestorLink Formally Launches, Bringing Workflow Technology Solutions to Optimize Connectivity Between Investment Banks and Retail Liquidity
Banking Investment Services News

InvestorLink Formally Launches, Bringing Workflow Technology Solutions to Optimize Connectivity Between Investment Banks and Retail Liquidity

Fintech News Desk
by Fintech News Desk0
InvestorLink, having provided more than $2 billion of retail liquidity support to nearly 800 IPOs and follow-on offerings, unveils its new broker-neutral, product-neutral workflow technology platform InvestorLink, a leading retail liquidity venue and workflow technology solution for sell-side investment banks, announces the launch and roll out of its platform delivering......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth
Finance News

Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth

Fintech News Desk
by Fintech News Desk0
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth. Two years ago, the registered independent advisory firm (RIA) underwent a rigorous due diligence process by Zoe to ensure that it is one of the top 5% nationwide. The partnership enables clients to connect with......
FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
Simpler Trading Accelerates Expansion Plans with ZMC Partnership
News Trading

Simpler Trading Accelerates Expansion Plans with ZMC Partnership

Fintech News Desk
by Fintech News Desk0
Strategic Investment from ZMC will Support Simpler Trading’s Growth in Content Offerings and Technology Simpler Holdings, LLC announced that affiliates of private equity firm ZMC have invested in the Company to help accelerate its growth and expand key technology and offerings to assist individual traders with their investment goals. Founded......
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