Tag : financial professionals

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering
Finance News

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering

PR Newswire
by PR Newswire0
An Expansion of the Firm’s Wealth Management Offerings, Personal Credit Line Enables Financial Professionals to Manage and Navigate their Clients’ Life Changes While Keeping Them On Track to their Long-Term Financial Goals Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the launch of Personal Credit......
Bitwise Launches BITC, a New Type of Bitcoin-Linked ETF Designed for Long-Term Investors
Cryptocurrency News

Bitwise Launches BITC, a New Type of Bitcoin-Linked ETF Designed for Long-Term Investors

Business Wire
by Business Wire0
The strategy, which leverages decades of research on commodities pricing, seeks to mitigate contango for long-term investors by investing selectively in bitcoin futures across the entire futures curve Bitwise Asset Management, one of the world’s leading crypto asset managers, announced the launch of the Bitwise Bitcoin Strategy Optimum Roll ETF.......
DACFP Announces Expansion of Certificate in Blockchain and Digital Assets Program
Blockchain Digital Asset Management News

DACFP Announces Expansion of Certificate in Blockchain and Digital Assets Program

PR Newswire
by PR Newswire0
Hugely popular online, self-study, self-paced curriculum features a world-class faculty and up to 18 CE credits The Digital Assets Council of Financial Professionals, the leading provider of crypto education, has introduced a fully revised and expanded Certificate in Blockchain and Digital Assets program. DACFP’s course, which debuted in 2021, is the first and largest program......
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite
Finance Investment Services News

Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite

Business Wire
by Business Wire0
With the introduction of Real-Time Approval and the expansion of MoneyGuard Market Advantage, Lincoln highlights its continued commitment to the MoneyGuard suite, its clients and their loved ones Lincoln Financial Group continues to strengthen its MoneyGuard suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage into California.......
Corebridge Financial Enhances Advanced Outcomes Annuity with Milliman FRM Structured Funds Sub-Advised by Capital Group
Finance Investment Services News

Corebridge Financial Enhances Advanced Outcomes Annuity with Milliman FRM Structured Funds Sub-Advised by Capital Group

Business Wire
by Business Wire0
Advanced Outcomes Annuity’s New Hedged Equity Funds Create Structured Outcome Investments with an Active Approach Corebridge Financial announced that its Advanced Outcomes Annuity, a variable annuity featuring structured outcome investments, now includes hedged equity funds managed by Milliman Financial Risk Management (Milliman FRM) and sub-advised by Capital Group, home of......
Jackson Joins SIMON from iCapital’s Insurtech Platform
InsurTech News

Jackson Joins SIMON from iCapital’s Insurtech Platform

Business Wire
by Business Wire0
Jackson National Life Insurance Company, the main operating subsidiary of Jackson Financial Inc., announced plans to add a selection of its annuity solutions to SIMON from iCapital’s insurtech platform. By integrating its product offerings with SIMON from iCapital’s marketplace, Jackson will provide wealth management firms with increased access to its suite......
CUSO Financial Announces New Partnership with Kemba Credit Union
Finance News

CUSO Financial Announces New Partnership with Kemba Credit Union

Fintech News Desk
by Fintech News Desk0
$1.6 billion credit union chooses CFS for its expertise in credit union vertical CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with Kemba Credit Union (Kemba) to support and grow its wealth management program, Kemba Investment Services. Established in 1934, Kemba now operates 12......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
by Fintech News Desk0
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
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