Tag : Financial Advisors

Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors
Digital Asset Management News

Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors

Fintech News Desk
by Fintech News Desk0
Platform enables investment professionals to offer institutional-caliber, risk-managed, research-focused portfolios to their clients Valkyrie Funds, LLC., a leading Registered Investment Advisor (RIA) focused on digital assets, announced the launch of the new Valkyrie Risk Managed Separately Managed Account (VSMA) Platform enabling advisors to offer digital asset investments to their clients. Latest......
Business Investments News

Worldline Completes The Sale Of Tss Activities To Apollo Funds

Fintech News Desk
by Fintech News Desk0
Worldline successfully completed the sale and contribution of c. 85% of Ingenico to private equity funds managed by Apollo (the “Apollo Funds”) with the sale of the remaining c. 15% to take place on January 1st 2023, in line with the contemplated timeline. The transaction was completed after all the......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
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