Tag : financial professionals

Cetera Attracts Nearly $50 Billion In 2021
Finance News

Cetera Attracts Nearly $50 Billion In 2021

Fintech News Desk
by Fintech News Desk0
Results rank Cetera among top broker dealers in 2021 business development; Female financial professionals joining Cetera in record numbers, aligned with focus on recruiting diverse talent Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it attracted approximately $50 billion through its business development efforts in 2021,......
eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners
Finance News

eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners

Fintech News Desk
by Fintech News Desk0
In 2021, eMoney added 18 new universities and certified more than 600 participants eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced immense growth of its University Program. In 2021, 18 new universities joined the University Program – for a total of......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
by Fintech News Desk0
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
Kearny Bank and Cetera Partner to Offer Investment Products
Fintech News

Kearny Bank and Cetera Partner to Offer Investment Products

Fintech News Desk
by Fintech News Desk0
 Cetera Financial Group, one of the industry’s largest networks of financial professionals, and Kearny Bank, announced a new partnership to offer investment products and programs to Kearny Bank clients. With assets of $7.2 billion, Kearny Bank maintains offices across New Jersey, as well as in New York City. It offers an array of personal, business and lending......
SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers
Fintech Investments News

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers

Fintech News Desk
by Fintech News Desk0
SIMON expands its industry leading, advisor-facing technology platform to launch the wealth industry’s first digital end-to-end alternative fund marketplace, providing access to a full suite of investment opportunities from leading asset managers Powered by +SUBSCRIBE’s state-of-the-art electronic subscription document technology, the marketplace will enable financial advisors to centralize their activity......
Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat
Banking Fintech News Uncategorized

Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat

Fintech News Desk
by Fintech News Desk0
Banking has engaged Symphony – the leading markets’ infrastructure and technology platform- to develop and deploy HSBC GPB Chat, a client engagement platform that enables the private bank’s clients to interact with their relationship management team via one-to-one chat, group chat, document sharing and video/audio conferencing on WhatsApp or WeChat, in a......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
by Fintech News Desk0
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
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