Tag : Financial Advisors

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......
Daybreak Financial Group Joins Stifel in New York City
Finance News

Daybreak Financial Group Joins Stifel in New York City

Fintech News Desk
by Fintech News Desk0
Stifel Financial Corp. announced that Daybreak Financial Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Latest Fintech News: Devon Energy Corporation Joins Oil and Gas Industry Consortium Blockchain for Energy Consisting of financial advisors Raymond and Dominick Minicucci, the team comes to Stifel......
iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS
Fintech Fintech Funding News

iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS

Fintech News Desk
by Fintech News Desk0
UBS outsources feeder fund management to iCapital, supporting advisors’ focus on client outcomes iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS  announced they entered into a definitive agreement whereby iCapital will acquire UBS Fund Advisor LLC,......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
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