Tag : Financial Advisors

Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer
Fintech News

Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer

Business Wire
by Business Wire0
New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, welcomes Eric Hurkman as its first chief technology officer (CTO). Hurkman joins Savvy Wealth to lead the......
GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity
Artificial Intelligence Fintech Machine Learning News

GReminders Launches “Ask Anything” Assistant, Unlocks New Era for Financial Advisor Productivity

Business Wire
by Business Wire0
New feature arms advisors with a simplified AI assistant powered by plain English and integrated with their existing workflows GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its “Ask Anything” assistant. This next-generation natural language interface allows advisors to seamlessly interact with......
Advisor360° Survey: Generative AI Use Surges Among Financial Advisors
Artificial Intelligence Fintech News

Advisor360° Survey: Generative AI Use Surges Among Financial Advisors

Business Wire
by Business Wire0
85% of Advisors Call Gen AI a ‘Help’ in Rapid Shift from Skepticism to Adoption What a difference a year makes. According to wealthtech provider Advisor360°, financial advisors are embracing generative AI (Gen AI) as a game-changing efficiency tool for everything from predictive analytics to summarizing meeting notes. Advisor360°’s research reveals that......
LPL Financial Launches Comprehensive Alternative Investment Platform
Fintech Investment Services News

LPL Financial Launches Comprehensive Alternative Investment Platform

GlobeNewswire
by GlobeNewswire0
Bespoke solution offers a centralized hub to meet the evolving needs of investors LPL Financial LLC, a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts......
CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms
Fintech Investment Services News

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms

Business Wire
by Business Wire0
CAIS to provide turnkey alternative investment operating system to enable a unified experience of public and private investments on third-party platforms CAIS, the leading alternative investment platform for independent financial advisors, announced the launch of an enterprise solution designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and......
AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors
Fintech News Technology

AssetMark Welcomes Seasoned Executives Doris Meister and Lisa Opoku to Board of Directors

GlobeNewswire
by GlobeNewswire0
AssetMark, Inc., a leading wealth management technology platform for financial advisors, announced the appointment of Doris Meister and Lisa Opoku to its Board of Directors. The addition of these two accomplished executives reflects AssetMark’s ongoing commitment to enhancing its governance with leaders who bring deep expertise in financial services, strategic......
Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions
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Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions

PR Newswire
by PR Newswire0
Link Ventures Investment Enables Datalign to Scale AI Offerings for Wealth Management Datalign Advisory (“Datalign”), an AI platform matching consumers with leading financial advisors, announced Link Ventures invested $5 million in Datalign, bringing their total investment in Datalign to $9 million on a post-money valuation of $75 million. The capital enables Datalign to further accelerate......
Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades
Commerce Finance Fintech Markets News

Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades

Business Wire
by Business Wire0
Latest updates, revealed at Orion’s Ascent conference, include AI-powered meeting agendas, Redtail CRM, Advisor Trading and More Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced today at Orion Ascent 2025 a series of key updates across its connected technology ecosystem......
New Research Uncovers a Misalignment Between Financial Advisors' Marketing Tactics and Consumer Preferences
Finance Fintech News

New Research Uncovers a Misalignment Between Financial Advisors’ Marketing Tactics and Consumer Preferences

PR Newswire
by PR Newswire0
Ficomm Partners expands on their consumer marketing research with The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study Ficomm Partners (Ficomm) has unveiled The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study, exposing a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors. This......
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
Finance Fintech Investments News

Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of......
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