Tag : financial professionals

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......
ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association
Finance Fintech News

ProNovos Founder Bruce Orr Named Incoming Chair of D&I Committee Launched by Construction Financial Management Association

Fintech News Desk
by Fintech News Desk0
CFMA’s D&I Task Force has met biweekly since July 2020 but officially becomes a Committee on April 1; Orr receives 2020-21 Chairman’s Challenge Coin for D&I work on behalf of CFMA The Construction Financial Management Association (CFMA) has named ProNovos founder and Chief Data Scientist Bruce Orr the incoming Chair of its new Diversity & Inclusion......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
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