Tag : financial professionals

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......
Cetera Announces Strategic Relationship with Abound Credit Union
Investment Services News

Cetera Announces Strategic Relationship with Abound Credit Union

Fintech News Desk
by Fintech News Desk0
Firms to collaborate delivering expanded investment services and driving growth for Abound Retirement & Investment Services Cetera Financial Group, one of America’s largest networks of financial professionals, announced a strategic relationship with Abound Credit Union that will expand investment services and enhance the member experience. Cetera Investment Services – Cetera’s......
Chalice Network and Rapid Finance Have Teamed up to Help Independent Financial Professionals Nationwide
Finance News

Chalice Network and Rapid Finance Have Teamed up to Help Independent Financial Professionals Nationwide

Fintech News Desk
by Fintech News Desk0
Rapid Finance is the premier lender for independent and small business owners. Securing this partnership means lower rates for Chalice Network members, and options for growth capital at their fingertips Chalice Network is proud to announce a new partnership with Rapid Finance. This partnership will give the expansive network of......
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......
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