UVest4U is excited to announce the launch of its cutting-edge AI-driven investment platform.
LPL Financial LLC announced that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with...
Exodus’ latest strategic partnership further enhances global access to cryptocurrency
Partnership to provide financial planning and life insurance expertise
This integration will significantly enhance the Medicare quoting and enrollment process for individuals
Tevau, the leading blockchain payment solution provider, announced a strategic partnership with Jumio, the leading provider of automated, AI-driven identity verification, risk signals and compliance solutions. This collaboration will ensure a quick, secure and compliant onboarding experience for Tevau’s users globally, while adhering to AML regulatory requirements. Tevau aims to build the next-generation payment infrastructure and issues blockchain-powered cards for the convenient daily use of digital assets. In an era where secure and efficient digital...
Independent agency leverages all-in-one management system to boost agency efficiency and scale the business
Almost 9,000 attendees convene in San Diego for LPL’s flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses
ShepskyAI aims to provide real-time responses to crypto, blockchain, and token analysis queries.
In the context of increasingly complex global financial markets, Luxspin Global Holding has announced the establishment of a new risk assessment division. This initiative aims to enhance the investment strategies and risk management capabilities of the company in the financial derivatives sector, further solidifying its leading position within the fintech industry. As a globally renowned fintech investment firm, Luxspin consistently seeks methods to improve transparency and efficiency in its investment strategies. The newly formed risk assessment division will deploy...