Tag : Financial Advisors

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......
Hub Financial Acquires BridgeForce Financial Group In Ontario
Investment Services News

Hub Financial Acquires BridgeForce Financial Group In Ontario

Fintech News Desk
by Fintech News Desk0
Hub Financial Inc., one of Canada’s largest distributors of life insurance and investment solutions, announced that it has acquired, through one of its affiliates, Achievex Financial Services Inc., W.C.S Financial Services Inc., W.C.S. Achievex Inc., Allen Wong & Associates Agency Limited, BridgeForce Financial Group Inc., Cinaber Financial Inc., Ontario East Insurance Agency......
Cion Digital Announces New N
Lending News

Cion Digital Announces New Name: UPTIQ

Fintech News Desk
by Fintech News Desk0
Newly Renamed UPTIQ Reflects business’ Laser Focus on Connecting Wealth Managers and Their Clients with the Right Lending Products for Wealth Preservation Cion Digital announces its new name – UPTIQ. The name change follows the company’s expansion to lending solutions in the wealth management industry. The company wanted its name......
Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
by Fintech News Desk0
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel
Investment Services News

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

Fintech News Desk
by Fintech News Desk0
Alts Demand Continues to Rise Amid Challenging Market CAIS, the leading alternative investment platform, announced that Reverence Capital Partners, a global investment firm focused on private equity and structured credit, will onboard select alternative investment strategies to the CAIS platform as it seeks to expand and diversify their shareholder base......
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