Tag : Financial Advisors

Fintech News

tru Independence Expands C-Suite, Further Strengthens Business Platform with Addition of Gary Bonner as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
The company also announces partnership with Entwood Holdings to drive growth tru Independence (tru), an open architecture platform that provides independent financial advisors with a full suite of business support services, today announced the addition of Gary Bonner as Chief Operating Officer. The addition of Mr. Bonner to the team’s C-Suite is powered by the......
Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Fintech News

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
by Fintech News Desk0
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Broadridge Names Edmund Reese Chief Financial Officer
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Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
AssetBook Enhances Portfolio Reporting for Financial Advisors
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AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times
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Financial Advisors Reflect on Successful Transition to Ameriprise Despite Uncertain Times

Fintech News Desk
by Fintech News Desk0
Six months after moving their practice, former Stifel advisors say Ameriprise’s dedicated support and seamless technology facilitated a smooth transition Financial advisors Donald Henriquez III and Scott Cirelli joined the employee channel of Ameriprise Financial in Florham Park, N.J. after spending almost nine years at Stifel Financial Corp. The advisors,......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
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Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Signal Advisors Launches First-Ever Platform To Pay Annuity Commissions In One Day

Fintech News Desk
by Fintech News Desk0
Signal Advisors today announced the debut of their tech-enabled Independent Marketing Organization, or IMO. IMOs distribute annuities and life insurance through a large network of independent financial advisors. “The world doesn’t need another IMO. It needs something fundamentally different,” said Patrick Kelly, Co-Founder and CEO of Signal Advisors, who has spent......
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Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
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MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
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