Tag : financial professionals

Zacks Professional Services Teams Up With United Planners Financial Services
Finance Fintech Investments News

Zacks Professional Services Teams Up With United Planners Financial Services

Fintech News Desk
by Fintech News Desk0
Zacks Professional Services  announces a new partnership with United Planners Financial Services , bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 450 affiliated financial advisors. Advisor Tools is a web-based platform that provides investment professionals with complete analytics tools as well as Zacks’ highly-regarded independent research—including the......
InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

InvestCloud Acquires Advicent and the NaviPlan Platform

Fintech News Desk
by Fintech News Desk0
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association
Finance Fintech News

ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association

Fintech News Desk
by Fintech News Desk0
CFMA’s D&I Task Force has met biweekly since July 2020 but officially becomes a Committee on April 1; Orr receives 2020-21 Chairman’s Challenge Coin for D&I work on behalf of CFMA The Construction Financial Management Association (CFMA) has named ProNovos founder and Chief Data Scientist Bruce Orr the incoming Chair of its new Diversity & Inclusion......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform
Business Fintech Investment Services News

ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform

Fintech News Desk
by Fintech News Desk0
ETF Action is pleased to announce the rollout of several significant upgrades to its platform, including the introduction of a new Dashboard interface, custom report generation, ETF All-Stars® integration, an expanded website, and more. These functionality upgrades are the first of several planned releases for 2021. They’re designed to expand......
DFIN-Launches-Innovative-Purpose-Built-ActiveDisclosure
Business Capital Markets Fintech News Risk Management

DFIN Launches Innovative Purpose-Built ActiveDisclosure; New Software Transforms SEC Regulatory Reporting

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced its new version of ActiveDisclosure. Built from the ground up, this cloud- and browser-based financial reporting software transforms regulatory reporting with seamless integration, simple and fast onboarding, and an array of intelligent core filing tools. Read More:......
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