Tag : Financial Advisors

Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook
Cryptocurrency News

Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook

Business Wire
by Business Wire0
Bitwise’s strategies on Eaglebrook’s separately managed account platform provide investors with professional management, direct crypto ownership, and advisor oversight of client holdings Bitwise Asset Management, one of the world’s leading crypto asset managers, announced the launch of three new separately managed account (SMA) strategies available through the Eaglebrook platform. The......
RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
Finance News

RightCapital Introduces “Cash Flow Maps,” Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

PR Newswire
by PR Newswire0
Cash Flow Maps Are the Newest Addition to RightCapital’s Growing List of Data Visualization Tools to Help Financial Advisors Deliver Better Client Experiences RightCapital, the fastest-growing financial planning software for financial advisors, has added Cash Flow Maps, intuitive data visuals for illustrating cash inflows and outflows in financial plans. The......
WBI Launches WarpSpeed Digital Onboarding
Fintech News

WBI Launches WarpSpeed Digital Onboarding

PR Newswire
by PR Newswire0
Transformative onboarding technology dramatically improves the user experience for investors and advisors WBI, a leader in WealthTech, announced the launch of their latest product, WarpSpeed Digital Onboarding. The revolutionary platform promises to transform the way financial advisors onboard clients, making the process faster, more efficient, and more secure. “We are......
Crystal Capital Partners' Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth
Investment Services News

Crystal Capital Partners’ Tech Team Expands to Represent 50% of Staff Amid Double-Digit Growth

PR Newswire
by PR Newswire0
Senior Executives Bring to Alternative Investment Platform Unrivaled Expertise in Software Development, Mar-Tech and More Crystal Capital Partners, a wealth-tech provider and leading turnkey alternative investment platform for financial advisors, announced the continued build-out of its integrated technology solutions team. This expansion underscores Crystal’s commitment to its advisory network to provide......
Fairway Independent Mortgage Corporation Creates Regional Reverse SVP Leadership Team
Mortgage News

Fairway Independent Mortgage Corporation Creates Regional Reverse SVP Leadership Team

PR Newswire
by PR Newswire0
Fairway Independent Mortgage Corp. continues its ongoing investment in its Reverse Lending Division by formalizing the new Regional Reverse SVP program.  The Regional Reverse SVP role will focus on increasing the production of originators tied to the Processing center or centers in their territory.  The company has named eight top......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
Republic Bank of Chicago partners with DataSeers for Fraud and Compliance Management
Banking News

Republic Bank Partners with Nest Egg to Bring Investment Planning and Management to the Bank’s Clients

Business Wire
by Business Wire0
Republic Bank & Trust Company announces a new partnership with Nest Egg, a digital platform that connects the Bank’s clients with professional financial and investment advisors through a click or a call. “Financial literacy and sound advice are key to ensuring long-term financial success, and Republic’s partnership with Nest Egg......
Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
Fintech News

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors,  announced that Graham Capital Management, L.P. (“Graham”), a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS to add select alternative investment funds on......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
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