Tag : Financial Services Institute

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities
Fintech News

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

Fintech News Desk
83% of advisors say better technology tools would improve client acquisition Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI) released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
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