Tag : financial professionals

TE+A Marketing and WealthFeed Announce Strategic Partnership to Revolutionize Investor Prospecting
Artificial Intelligence Finance Fintech News

TE+A Marketing and WealthFeed Announce Strategic Partnership to Revolutionize Investor Prospecting

PR Newswire
by PR Newswire0
TE+A Marketing, a premier marketing and branding agency, and WealthFeed, a cutting-edge AI-driven prospecting platform, are excited to announce a strategic partnership. This collaboration will empower financial services firms by providing a comprehensive, data-driven solution to identify and engage investors experiencing “money in motion” events. Leveraging TE+A Marketing’s expertise in......
FNEX Launches Alternatives Marketplace for Wealth Managers
Banking Finance Fintech Investments News

FNEX Launches Alternatives Marketplace for Wealth Managers

PR Newswire
by PR Newswire0
FNEX, a leading fintech-enabled investment bank, announced the launch of the FNEX Alternatives Market, an innovative platform designed to provide wealth managers with access to unique curated alternative investment opportunities. The FNEX Alternatives Market offers an expansive range of high-quality investments, including private equity, real estate, private debt, and venture......
Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity
Artificial Intelligence News Security

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Business Wire
by Business Wire0
Collaboration empowers Osaic’s financial professionals with Zocks’ Client Intelligence Platform for streamlining workflows, and enhancing client engagement, while ensuring the highest standards of privacy and security Zocks, a privacy-first AI platform for financial advisors, announced a strategic relationship with Osaic, one of the nation’s largest providers of wealth management solutions.......
Fin.Link Welcomes Zander Heinen as President
Digital Payments Finance Fintech Investments News

Fin.Link Welcomes Zander Heinen as President

PR Newswire
by PR Newswire0
Newly created role will facilitate user engagement and partnership growth Fin.Link, the leading platform for financial professionals to connect, grow, and succeed, is thrilled to announce the addition of Zander Heinen as President. In this role, Heinen will enhance user experience and engagement across the Fin.Link community and its partnerships.......
Charli AI Redefines Investment Strategy with Pi Quadrant Index
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Charli AI Redefines Investment Strategy with Pi Quadrant Index

GlobeNewswire
by GlobeNewswire0
Charli AI Presents the Pi Quadrant Index—Empowering Investment Professionals with AI-Driven Analysis Charli AI, a leading provider of AI-powered financial solutions, has introduced the Pi Quadrant Index, a disruptive capability designed to empower investment professionals by optimizing investment strategies through advanced data aggregation and multidimensional analysis. The Pi Quadrant Index......
Voya Financial teams up with Orion to launch new technology platform for financial professionals
Finance Fintech News

Voya Financial teams up with Orion to launch new technology platform for financial professionals

Business Wire
by Business Wire0
Voya WealthPath provides Voya Financial Advisors with broader in- and out-of-plan solution set to support clients’ wealth management needs more efficiently Voya Financial, Inc. announced today that it is collaborating with Orion, a premier provider of transformative wealthtech solutions for financial professionals, to launch a new and enhanced technology platform......
Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities
Fintech InsurTech News

Luma Financial Technologies Expands into Life Insurance, Offering the First Integrated Technology Platform Solution for Life Insurance and Annuities

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, is excited to announce its expansion into the life insurance sector. As the first platform to offer an end-to-end solution that integrates life insurance and annuities, Luma enables advisors to manage both products seamlessly through a single,......
Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals
Finance Fintech News

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals

PR Newswire
by PR Newswire0
Covr Financial Technologies, a leading digital insurance provider, announced this week the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. This cutting-edge software empowers financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care,......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
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