Tag : Financial Advisors

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets
Digital Asset Management News

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional clients receive reduced tuition when enrolling in DACFP’s Certificate in Blockchain and Digital Assets course The Digital Assets Council of Financial Professionals has formed a strategic alliance with Fidelity Institutional to educate advisors and home office staff on digital assets. This knowledge will help them serve their clients’......
FundFront Launches Alternative Investment Platform to Simplify Access
Fintech Investment Services News

FundFront Launches Alternative Investment Platform to Simplify Access

Fintech News Desk
by Fintech News Desk0
The platform offers financial advisors and their investors a carefully selected menu of alternative investment strategies that can be accessed directly from bank and brokerage accounts FundFront, a London based FinTech company, announces the launch of its alternative investment platform. Founding partners, Amin Naj, Arman Salavitabar and Dr. Aric Whitewood come from leading financial institutions including......
Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
New Book, Your Essential Guide to Sustainable Investing, Launches Today
Investment Services News

New Book, Your Essential Guide to Sustainable Investing, Launches Today

Fintech News Desk
by Fintech News Desk0
The definitive guide to sustainable investing that investors need Samuel Adams, CEO of Vert Asset Management, is pleased to announce the launch of a new book: Your Essential Guide to Sustainable Investing: How to Live Your Values and Achieve Your Financial Goals with ESG, SRI, and Impact Investing. Renowned American economist Burton Malkiel......
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......
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