Tag : Financial Advisors

Vanguard Completes Acquisition Of Just Invest
Analytics Fintech News

Vanguard Completes Acquisition Of Just Invest

Fintech News Desk
by Fintech News Desk0
Vanguard announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest’s offerings, including direct indexing platform Kaleidoscope™, provide financial advisors with technology solutions that cater to their clients’ unique financial needs. The acquisition adds direct indexing, or personalized indexing, capabilities to......
Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors
Analytics Finance Fintech News

Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has been selected by Raymond James Ltd. as its market data provider for financial advisors in Canada. FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth......
Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees
Finance Fintech News

Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees

Fintech News Desk
by Fintech News Desk0
More Employers Offering Financial Wellness Programs, Expanding Types of Wellness Support Bank of America announced findings from its 11th annual Workplace Benefits Report, which revealed 95% of employers feel a sense of responsibility for the financial wellness of their employees, up from 81% in 20151, and more than half (56%)......
iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market
Fintech News

iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market

Fintech News Desk
by Fintech News Desk0
Expands iCapital’s suite of alternative investments available to financial advisors and augments distribution capabilities Strengthens commitment to financial advisor education iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), a leading end-to-end......
CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track
Investments News

CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track

Fintech News Desk
by Fintech News Desk0
CAIS Platform manager Avenue Capital Group to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that Avenue Capital Group (“Avenue”) will be participating in the CAIS Alternative Investments Track at SALT NY. Avenue is a global alternative investment manager with more than $11.6 billion......
Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”
Finance Investments News

Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”

Fintech News Desk
by Fintech News Desk0
Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the onboarding of their......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
John Hancock Drives More New Business Through ON24 Digital Experiences
Finance Fintech News

John Hancock Drives More New Business Through ON24 Digital Experiences

Fintech News Desk
by Fintech News Desk0
Financial services leader grows sales 25% and helps partners increase new business by 266% John Hancock, a leading international financial services company, used ON24 digital experiences to drive new business and expand reach to a greater number of financial advisors. John Hancock engaged more than 1,500 partners on the ON24 platform......
CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ
Fintech Investments News

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Fintech News Desk
by Fintech News Desk0
Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. “CAIS’s strong advisor adoption rates and accelerated growth allow us to attract......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
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