Tag : RIA

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management
Fintech Investments News

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Business Wire
by Business Wire0
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance Serial fintech entrepreneur Bill Harris announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients......
Banking Fintech News

Ria Money Transfer strengthens Asia Pacific Presence Through Strategic Acquisition of Kyodai Remittance

GlobeNewswire
by GlobeNewswire0
Ria will add 17 Kyodai-owned stores, agents and mobile app in Japan to its global footprint, enabling people to send money from a vast country-wide network of more than 44,000 ATMs in Japan Post Bank and Lawson Bank locations Ria Money Transfer (Ria), a global leader in the cross-border money......
Ria Money Transfer and Xe Join Forces with Google to Collaborate on Seamless, Cross-Border Money Transfers
Digital Payments Finance Fintech News

Ria Money Transfer and Xe Join Forces with Google to Collaborate on Seamless, Cross-Border Money Transfers

GlobeNewswire
by GlobeNewswire0
The collaboration will improve access to payments services and enable more digital money transfer customers to benefit from Ria and Xe’s industry-leading money transfer services Ria Money Transfer (Ria), a global leader in the money transfer industry, and Xe, a global payments provider with 30 years of experience and trusted......
AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest
Fintech News

AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest

Business Wire
by Business Wire0
Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively AdvizorPro, a leading RIA and financial advisor intelligence platform, launched TrafficIQ, a new solution that enables firms targeting registered investment advisors to convert anonymous website visitors into actionable sales leads. Purpose-built for firms......
Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Finance News

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Fintech News Desk
by Fintech News Desk0
Experts in family/business law; business management; private lending; and CPA services will align cohesively Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software
Fintech News

ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software

Fintech News Desk
by Fintech News Desk0
Transformational Acquisition Brings Together Two Industry-Leading SaaS Organizations to Create Next Generation Suite of Compliance Solutions for the Financial Services Industry RIA in a Box to Continue Operating Under Existing Brand and Leadership  ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced......
RightCapital and Allianz Life Announce Partnership
Business Fintech News

RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
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