Tag : Financial Advisors

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......
AdvicePay Receives Industry Critical SOC 2 Type II Attestation
Digital Payments News

AdvicePay Receives Industry Critical SOC 2 Type II Attestation

Fintech News Desk
by Fintech News Desk0
Independent Audit Verifies AdvicePay’s Internal Controls and Processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that AdvicePay has a strong commitment to security and to delivering high-quality services to......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
GTCR-Backed Paya to be Acquired by Nuvei
Digital Payments News

GTCR-Backed Paya to be Acquired by Nuvei

Fintech News Desk
by Fintech News Desk0
Sale of Leading Integrated Payments Provider Follows Significant Transformation and Successful Execution of The Leaders Strategy within the Payments Industry GTCR, a leading private equity firm, announced that portfolio company Paya Holdings Inc., a leading integrated payments provider, has signed a definitive agreement with Nuvei Corporation to be acquired in an all-cash......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
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