Tag : financial professionals

Symphony Acquires StreetLinx To Offer The Most Complete And Secure Verified Identity Directory In Financial Services
Finance Fintech News

Symphony Acquires StreetLinx To Offer The Most Complete And Secure Verified Identity Directory In Financial Services

Fintech News Desk
by Fintech News Desk0
Symphony the leading markets’ infrastructure and technology platform – will now offer the most complete and secure verified directory in the financial services industry as it has acquired the counterparty mapping platform StreetLinx. This acquisition adds over 200 institutional counterparties to the more than 1000 institutions already served by Symphony.......
GenXFinancial Announces Acquisition Of Boston Partners Financial Group
Fintech News

GenXFinancial Announces Acquisition Of Boston Partners Financial Group

Fintech News Desk
by Fintech News Desk0
Advisor Group-Affiliated Firm Oversees Over $9 Billion in Total Client Assets and Supports 180 Independent Financial Professionals GenXFinancial to be Largest Super-OSJ Affiliated with Advisor Group’s Royal Alliance Subsidiary GenXFinancial (GenX), a premier wealth management firm specializing in continuity, succession planning and facilitating growth for NextGen financial professionals, announced its......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup
InsurTech News

SIMON Says Hello to Variable Annuities, Expanding the Insurtech’s Marketplace Lineup

Fintech News Desk
by Fintech News Desk0
SIMON now offers variable annuities, one of the most flexible and widely used annuity types, in its Marketplace, delivering powerful analytics for asset allocation and income solutions SIMON Annuities and Insurance Services LLC (SIMON) is pleased to announce the expansion of its annuities platform and digital marketplace for wealth managers with......
CNL Financial Group Partners With Icapital Network® to Enhance Access to Alternative Investments
Fintech News

CNL Financial Group Partners With Icapital Network® to Enhance Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
CNL Financial Group, a leading provider of alternative investments, and iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, have formed a partnership in which iCapital will provide investment diligence and a customized technology platform to support......
Lincoln Financial Group Helps Provide Control Over Investment Outcomes Through First-Of-Its-Kind Annuity Solution
Finance Fintech News Risk Management

Lincoln Financial Group Helps Provide Control Over Investment Outcomes Through First-Of-Its-Kind Annuity Solution

Fintech News Desk
by Fintech News Desk0
Lincoln Defined Outcome Funds available with Lincoln Investor Advantage Pro® variable annuity offers investors agility, through a flexible solution that helps address the tax impact on retirement accounts Lincoln Financial Group is expanding its broad portfolio of annuities with the launch of Lincoln Investor Advantage Pro® variable annuity featuring Lincoln Defined Outcome Funds.......
Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales
Finance Fintech Investments News

Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales

Fintech News Desk
by Fintech News Desk0
Former AIG National Sales Manager Brings Over Two Decades of Experience in Annuity Distribution Luma Financial Technologies (“Luma”), an independent, market leading multi-issuer structured products and annuities platform, announced that annuity industry veteran, Keith Burger, has joined the company as National Sales Director for Annuities. “We’re extremely excited to have......
Zacks Professional Services Teams Up With United Planners Financial Services
Finance Fintech Investments News

Zacks Professional Services Teams Up With United Planners Financial Services

Fintech News Desk
by Fintech News Desk0
Zacks Professional Services  announces a new partnership with United Planners Financial Services , bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 450 affiliated financial advisors. Advisor Tools is a web-based platform that provides investment professionals with complete analytics tools as well as Zacks’ highly-regarded independent research—including the......
InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

InvestCloud Acquires Advicent and the NaviPlan Platform

Fintech News Desk
by Fintech News Desk0
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
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