Tag : financial professionals

Succession Link Accelerates Growth Plans with Merchant Partnership
Finance News

Succession Link Accelerates Growth Plans with Merchant Partnership

Fintech News Desk
by Fintech News Desk0
Partnership puts focus on providing new solutions, reinforcing commitment to connecting the RIA marketplace Succession Link, the leading networking and communication platform connecting financial professionals considering M&A, announced its partnership with Merchant – a move that will help strengthen Succession Link to offer more value and solutions to its strong and growing community......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform
Investments News

Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
Innovative enterprise software streamlines workflows for advisors across the full life-cycle of alternative investment funds +SUBSCRIBE, the leading platform for centralizing and managing private market fund transactions, announced its selection by Oppenheimer & Co. Inc, a leading global private bank and wealth management business, to provide a custom alternative investment......
Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
by Fintech News Desk0
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
Concourse Financial Group Welcomes Key Group
Finance News

Concourse Financial Group Welcomes Key Group

Fintech News Desk
by Fintech News Desk0
The hybrid RIA practice with over $500 million in assets has offices in New Jersey, Massachusetts and Arizona, and is comprised of nine financial professionals. Concourse Financial Group , a division of Protective Life Corporation (“Protective”), supporting more than 500 independent financial professionals nationwide, today announced the successful recruitment of Key Group Management, Inc. (“Key Group”),......
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......
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