Tag : Registered Investment Advisors

DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community
InsurTech News

DPL Partners With Corebridge Financial to Bring Advisory Annuity Solutions to the RIA Community

Fintech News Desk
by Fintech News Desk0127
DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs),  announced the addition of Corebridge Financial to its carrier lineup with two commission-free Corebridge annuity products geared to fee-only advisors. Corebridge, formerly AIG Life & Retirement, is one of the largest providers of retirement solutions and insurance products......
Industry Veterans Derek Bruton and John Wernz Join ActiFi's Board of Directors
Finance News

Industry Veterans Derek Bruton and John Wernz Join ActiFi’s Board of Directors

Fintech News Desk
by Fintech News Desk0394
In the pursuit of continuing to partner with leading financial institutions to engage, empower, and elevate their financial advisors, ActiFi welcomes Derek Bruton and John Wernz to its board of directors. They will help guide the future development of the firm’s marketing and sales efforts. “There is so much untapped organic......
Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0185
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0339
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......
Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments
Fintech Investment Services News

Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments

Fintech News Desk
by Fintech News Desk0378
Using advanced data science and registered investment advisors, OpenInvest brings measurement and reporting to the $30 trillion global ESG investment market OpenInvest, the leading values-based financial services company, unveils a new way for registered investment advisors (RIAs) to give investors unparalleled insight into the impact of their investments. OpenInvest’s Portfolio......
Fintech News

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fintech News Desk
by Fintech News Desk0299
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0278
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0348
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
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