Tag : financial professionals

Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
by Fintech News Desk0
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Onramp Invest Raises $7 Million to Complete Series A Funding
Fintech Funding News

Onramp Invest Raises $7 Million to Complete Series A Funding

Fintech News Desk
by Fintech News Desk0
San Diego firm partners with JAM FINTOP and EJF Capital to continue building the digital asset ‘start button’ for financial professionals. Onramp Invest, the premier, turnkey digital asset platform for financial professionals, has completed its Series A funding round with a total of $7 million raised from lead investors JAM FINTOP and......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Bain & Company and the Association for Financial Professionals partner to drive capability building for finance teams in support of bold CFO agendas
Finance News

Bain & Company and the Association for Financial Professionals Partner to Drive Capability Building for Finance Teams in Support of Bold CFO Agendas

Fintech News Desk
by Fintech News Desk0
This partnership brings robust training to Bain & Company clients, as well as thought leadership collaboration on key CFO issues, including ESG, advanced analytics and agile financial planning Bain & Company announced a strategic partnership with the Association for Financial Professionals (AFP), a leading global professional society for finance professionals. This......
TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot
Fintech News

TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot

Fintech News Desk
by Fintech News Desk0
The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi + as Chairman and Chief Creative Officer respectively TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the launch of their Magnifi+ platform. Magnifi + features investment intelligence from leading financial pros through......
economyx.AI Uses ML to Pull Insights From US Economic News
Fintech Startups News

economyx.AI Uses Machine Learning to Pull Insights From US Economic News

Fintech News Desk
by Fintech News Desk0
The US economy is $25 trillion of activity, by 330 million people, over 3.8 million square miles. Wanna to see how it’s all doing? Google has been spectacularly successful in its mission to organize the world’s information and make it universally accessible. But is more information always better? A simple search like......
American Investment Securities Group Chooses InvestorCOM to Digitize Rollover Recommendation Process
Compliance management News

AISG Chooses InvestorCOM to Digitize Rollover Recommendation Process

Fintech News Desk
by Fintech News Desk0
AISG will use InvestorCOM RolloverAnalyzer to make best interest rollover recommendations in compliance with PTE 2020-02 InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that American Investment Securities Group LLC (AISG), an independent broker-dealer, has selected InvestorCOM to digitize their rollover recommendation process and meet the......
$327 Million Baton Rouge-Based Practice Joins Cetera
Finance News

$327 Million Baton Rouge-Based Practice Joins Cetera

Fintech News Desk
by Fintech News Desk0
Hays Breard affiliates with Cetera’s Summit Financial Networks from LPL Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Hays Breard Financial Group, LLC, with $327 million in assets, has joined Summit Financial Networks, a region of Cetera Advisor Networks. Hays Breard, led by 20-year industry veterans Michael......
Cetera Redefines Onboarding and Integration Experience
Finance Fintech News

Cetera Redefines Onboarding and Integration Experience

Fintech News Desk
by Fintech News Desk0
Rebranded Accesslink onboarding enhances experience for financial professionals joining Cetera, increasing efficiency and ease Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has redefined its onboarding and integration experience for financial professionals affiliating with Cetera. The rebranded Accesslink experience takes a new approach to......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
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