Tag : financial professionals

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
TD Bank Survey Reveals Widespread Impact of Inflation
Banking News

TD Bank Survey Reveals Widespread Impact of Inflation

PR Newswire
by PR Newswire0
4 out of 5 consumers’ spending habits were impacted by inflation, leading many to seek relief through savings and rewards TD Bank, America’s Most Convenient Bank announced the findings of its annual 2023 Consumer Spending Index, revealing that 4 out of 5 consumers have had their spending habits impacted by......
Invest Inc. Amplifies its Offerings with AI-Driven Analyst Tool and the Leadership of Jas Mathur
Digital Investment Services News

Invest Inc. Amplifies its Offerings with AI-Driven Analyst Tool and the Leadership of Jas Mathur

PR Newswire
by PR Newswire0
Tapping into the evolving digital landscape of the investment industry, Invest Inc. is charting new territories with an array of transformative initiatives. Spearheaded by the strategic direction of their newly appointed CEO, Jas Mathur, the firm is set to elevate the investment research experience for its users with the creation of an......
dxFeed Integrates Indices into Refinitiv, Enabling Wider Access and Enhanced Financial Insights
Cryptocurrency Finance News

dxFeed Integrates Indices into Refinitiv, Enabling Wider Access and Enhanced Financial Insights

PR Newswire
by PR Newswire0
dxFeed, a leading market data solutions and index management provider for the global financial industry, both traditional and crypto, announced integrating its comprehensive range of indices into the Refinitiv platform. This integration marks a significant milestone in dxFeed’s journey to improve accessibility and insights for financial professionals and investors worldwide. As part of......
Defi Steward, Superfluid Introduce Real-Time Crypto AUM Billing For RIAs
Cryptocurrency DeFi Digital Asset Management News

Defi Steward, Superfluid Introduce Real-Time Crypto AUM Billing For RIAs

PR Newswire
by PR Newswire0
Defi Steward, a leading decentralized finance and digital asset platform for investment advisors, announces a potentially game-changing partnership with real-time finance protocol Superfluid. This collaboration will empower SEC-Registered Investment Advisers (RIAs) to collect real-time streaming asset under management (AUM) fees on client crypto assets. After successfully offering monthly streaming fee capabilities on......
Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
Blockchain Digital Asset Management News

Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets

PR Newswire
by PR Newswire0
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
Policygenius and Labyrinth Financial Services Announce Partnership
InsurTech Investment Services News

Policygenius and Labyrinth Financial Services Announce Partnership

PR Newswire
by PR Newswire0
Policygenius and Labyrinth Financial Services (LFS) announced a partnership that leverages Policygenius’ term life fulfillment platform Policygenius Pro to streamline term life insurance for LFS partners and simplify the application process for clients. Policygenius Pro is a turnkey partnerships platform that helps advisors and financial professionals simplify the life insurance application......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
WBI and CyborgTech Introduce "Portfolios On Demand": A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
Fintech Investment Services News

WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors

Business Wire
by Business Wire0
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
1