Four trends for financial advisors to watch
Find how advisors are leveraging modern technologies, data insights, and strategic outsourcing to navigate economic pressures.
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Merit Financial Advisors introduces Merit Amplify
New model offers flexible solutions for advisory firms looking for additional support while preserving their independence
Morningstar Launches New Research Portal for Financial Advisors
The new research platform's actionable interface helps investment professionals deliver personalized advice to clients
Quility Announces Launch of Quility Financial Advisors
Quility Financial Advisors will provide the latest in algorithmic technology to effectively manage retirement and investment funds while expanding financial planning resources to more individuals
TFA Tactical Income Fund – Financial Advisors Investment choice
Financial Advisors choosing the TFA Tactical Income Fund as part of a portfolio today, experience agility, flexibility and adaptability, as compared to the inflexibility typically associated with the bond space. The TFA Clearinghouse unique approach uses a team of up to 7 hand-picked managers and sub-advisors, resulting in the ability to make quick, nimble investment adjustments. Tactical Fund Advisors (TFA), a registered investment advisory firm, managing six tactical mutual funds, today announced that their TFA...
Seven Group Launches New Platform to Help Financial Advisors Level Up Marketing
Seven Group, a New York City-based marketing consultancy catering exclusively to financial advisors, today unveiled its new digital platform to help advisors build their marketing efforts from the ground up. The platform provides a customized marketing road map along with necessary tools for advisors, including creative development, a library of effective investor content, progress tracking, and a digital training lab. Seven Group’s goal is to help advisors engage clients and prospects by tailoring marketing tactics to the...
Oranj Adds to Its Model Marketplace for Financial Advisors Mutual Funds
Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Personal Connection Video Tool for Financial Advisors by Snappy Kraken
Financial Advisors can now make personal connection videos for their clients and customers simply and easily, all thanks to Snappy Kraken, the martech firm that provides automation solutions to financial advisors for launching its new personal connection video series for its existing subscribers, free of cost. Robert Sofia, CEO of Snappy Kraken expressed that up until now the financial advisors didn’t have a lot of options to use videos to promote their messages. The only...
Financial Advisors Accelerate Shift to Holistic Financial Planning
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Fifty-one percent of surveyed advisors stated that there will be an increased focus on holistic financial planning within their practices moving forward. Younger advisors (under 40) are four times more likely than older advisors (over 55) to believe...
Asset-Map Announces Partnerships with the Association of African American Financial Advisors
New partnerships will enable education capabilities and technological enhancements to bolster client communication.