Tag : Financial Advisors

Riskalyze and Altruist Partner to Empower Today’s Financial Advisors
Investment Services News Risk Management

Riskalyze and Altruist Partner to Empower Today’s Financial Advisors

Fintech News Desk
by Fintech News Desk0
Industry leaders in risk assessment and seamless RIA technology announce their integration Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, and Altruist, provider of an all-in-one custodial solution for modern registered investment advisors (RIAs), announced their integration, which will be live next month.......
SierraConstellation Partners to Field New Survey for the Special Assets Resolution and Workout Bankers Community
Banking News

SierraConstellation Partners to Field New Survey for the Special Assets Resolution and Workout Bankers Community

Fintech News Desk
by Fintech News Desk0
SierraConstellation Partners LLC (SCP), a business advisory firm that focuses on the strategic, operational, financial transactional, and capital needs of middle-market companies and their partners, announced the launch of their new SCP Workout Bankers Insights Survey. The survey will gauge the sentiment of special assets managers to create a data-rich resource......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
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......
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