Tag : RIA

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......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
by Fintech News Desk0
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech Investment Services News

HTK Launches the Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
HTK Financial Professionals can now Seamlessly Offer Annuities to Clients Through the HTK Advisory Series Powered by Envestnet Envestnet, announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity......
SmartRIA Compliance Platform Selected by LPL Financial for Vendor Affinity Partner Program
Business Fintech News

SmartRIA Compliance Platform Selected by LPL Financial for Vendor Affinity Partner Program

Fintech News Desk
by Fintech News Desk0
SmartRIA, a leading compliance software platform for financial advisors, has been selected for inclusion in LPL Financial’s Vendor Affinity Program. The SmartRIA Pro™ Platform is the first compliance automation tool approved for the Affinity Program and offers unique efficiencies to registered investment advisor (RIA) firms who partner with LPL. Read......
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
Business Fintech News

Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

Fintech News Desk
by Fintech News Desk0
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
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