Tag : Financial Advisors

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
Investment Services Investments News

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
Kingswood US Launches Digital Alternative Investments Platform
Fintech Investment Services Investments News

Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo

Fintech News Desk
by Fintech News Desk0
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection Elevates Financial Advisor Support While Empowering the Delivery of Widest Possible Spectrum of Institutional Quality Investment Solutions to Address Fast-Changing Client Needs Kingswood U.S., a network of wealth management firms that oversees more......
AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
Digital Payments Finance Fintech News

AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees

Fintech News Desk
by Fintech News Desk0
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks, saving time, reducing overnight mailing costs, and speeding up fund availability AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced a new mobile check deposit capability for its enterprise clients.......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Wealthcare Expands Business Development Team with Two Key Additions
Business Finance Fintech News

Wealthcare Expands Business Development Team with Two Key Additions

Fintech News Desk
by Fintech News Desk0
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, announced the addition of Michael Murray and Thomas Roberts to its business development team. Both Murray and Roberts join the firm in the position of Senior Vice President of Wealth Management, focusing on......
Riskalyze Launches "Build My Tech Stack" Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations
Finance Fintech Investments News

Riskalyze Launches “Build My Tech Stack” Tool: Industry’s First Step-by-Step Guide for Advisors to Design Their FinTech Integrations

Fintech News Desk
by Fintech News Desk0
“Integrations” has been loosely bandied about as a buzz-word for far too long, offering a lot of “what” but scarcely any “how” Using Riskalyze’s new proprietary tool, advisors can quickly assemble their ideal tech solutions, saving countless hours of frustration Riskalyze, the company that serves tens of thousands of financial......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
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