Tag : Financial Advisors

TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years
Fintech Funding News

TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years

Fintech News Desk
by Fintech News Desk0
Tactical Fund Advisors (TFA), a registered investment advisory firm, managing six tactical mutual funds, announced that their TFA Tactical Income Fund is an alternative in today’s down bond market. Latest Fintech News: iClick Interactive Releases Metaverse Livestreaming Mobile App Arohar Bonds were the bull market for the last 40 years, so......
FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share
Finance News

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share

Fintech News Desk
by Fintech News Desk0
New study explores how to increase existing client assets Research identified five unique personality types driving behavior Northern Trust Asset Management’s FlexShares Exchange Traded Funds announced the findings from its latest research on how financial advisors can grow wallet share with existing high-net-worth (HNW) clients. While current research suggests that......
Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
by Fintech News Desk0
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
iCapital Secures Three Patents for Innovations in Alternative Investing Technology
Fintech Investment Services News

iCapital Secures Three Patents for Innovations in Alternative Investing Technology

Fintech News Desk
by Fintech News Desk0
New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has been awarded three patents for technological advances in data......
DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets
Digital Asset Management News

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional clients receive reduced tuition when enrolling in DACFP’s Certificate in Blockchain and Digital Assets course The Digital Assets Council of Financial Professionals has formed a strategic alliance with Fidelity Institutional to educate advisors and home office staff on digital assets. This knowledge will help them serve their clients’......
FundFront Launches Alternative Investment Platform to Simplify Access
Fintech Investment Services News

FundFront Launches Alternative Investment Platform to Simplify Access

Fintech News Desk
by Fintech News Desk0
The platform offers financial advisors and their investors a carefully selected menu of alternative investment strategies that can be accessed directly from bank and brokerage accounts FundFront, a London based FinTech company, announces the launch of its alternative investment platform. Founding partners, Amin Naj, Arman Salavitabar and Dr. Aric Whitewood come from leading financial institutions including......
Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
New Book, Your Essential Guide to Sustainable Investing, Launches Today
Investment Services News

New Book, Your Essential Guide to Sustainable Investing, Launches Today

Fintech News Desk
by Fintech News Desk0
The definitive guide to sustainable investing that investors need Samuel Adams, CEO of Vert Asset Management, is pleased to announce the launch of a new book: Your Essential Guide to Sustainable Investing: How to Live Your Values and Achieve Your Financial Goals with ESG, SRI, and Impact Investing. Renowned American economist Burton Malkiel......
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