Tag : Financial Advisors

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......
Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer
B2B Banking Fintech Investment Services News Risk Management

Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer

Fintech News Desk
by Fintech News Desk0
Western Alliance Bancorporation today announced the execution of a definitive agreement to acquire Aris Mortgage Holding Company, LLC, the parent company of AmeriHome Mortgage Company, LLC (“AmeriHome”) for an estimated purchase price of $1.0 billion in cash, subject to adjustments at closing. Read More:  DeFi Platform OIN Finance Integrates With......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
B2B Digital Fintech InsurTech News

iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Fintech News

Julene Richards Named Assistant Market Head at UBS in South Florida

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that Julene Richards has been appointed Assistant Market Head of South Florida. Julene brings 25 years of experience to the role having previously served as the South Florida Market Supervisory Officer at UBS. Read More:  XP Inc. Acquires Riza M&A “With over two decades of service at UBS, Julene......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.

Fintech News Desk
by Fintech News Desk0
FDCTech, Inc., a fintech company with a full suite of FX and Crypto technology and business solutions, today announced that it has entered into a non-binding letter of intent (“LOI”) to acquire hundred percent equity interest in Genesis Financial, Inc. , a diversified financial services company with a focus on......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Business Fintech News

New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals

Fintech News Desk
by Fintech News Desk0
The SaaS FinTech company AskMyAdvisor today announced the official launch of a new disruptive App that automatically sends client referrals to their advisors. This App is exclusively available for advisors who are accountants, attorneys, financial advisors or realtors. The development of the App represents more than 20,000+ hours of R&D.......
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