financial advisor - FinTecBuzz

Personal Connection Video Tool for Financial Advisors by Snappy Kraken

Chandrima S.April 29, 20205 min

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...

Asset Management

Financial Advisors Accelerate Shift to Holistic Financial Planning

PRNewswireApril 28, 20205 min

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...

Financial Software

Asset-Map Announces Partnerships with the Association of African American Financial Advisors

PRNewswireApril 23, 20204 min

New partnerships will enable education capabilities and technological enhancements to bolster client communication.

ERP CRM PSA

FMG Suite Ranked #1 Marketing Platform for Financial Advisors for Second Year

PRNewswireMarch 26, 20204 min

FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, today announced that it once again ranked first place for market share in the Digital Marketing Tools & Services category in the T3/Inside Information Advisor Software Survey. Now in its fourth year, the survey conducted by Joel Bruckenstein and Bob Veres seeks to help advisory firms evaluate advisor technology offerings across 20 different industry categories. Each...

Analytics/BI

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

PRNewswireMarch 2, 20204 min

Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients' and Prospects' Risk Numbers

Financial Software

Waddell & Reed, Inc. Adds Five Financial Advisors

BusinessWireJanuary 31, 20204 min

Waddell & Reed, Inc. recently added five independent financial advisors, with assets totaling nearly $250 million, to its national network. These associations reflect the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide. Ron Galen brings a trailing 12-month total gross revenue exceeding $359,000. He has been an advisor for 27 years, most recently affiliated with J.W. Cole Financial, Inc. Galen works in the Los Angeles, California, area. Jim Summers...

ERP CRM PSA

D.A. Davidson & Co. Serves as Financial Advisor to Soft-Pak in its Acquisition by Dover

BusinessWireJanuary 30, 20204 min

D.A. Davidson & Co. announced today that its client, California-based Soft-Pak, Incorporated, a leading independent provider of integrated back office, route management and customer relationship management software solutions to the waste and recycling fleet industry, has entered into a definitive agreement to be acquired by Dover Corporation, a diversified global manufacturer with annual revenue of approximately $7 billion. Following the close of the transaction, Soft-Pak will become part of the Environmental Solutions Group business unit, a...

Asset Management

Oranj Launches Real-Time Notifications on Its Wealth Management Platform for Financial Advisors

PRNewswireSeptember 26, 20197 min

Summer interns supervised by tenured software engineers show how new, emerging talent can be applied to financial technology applications

Business Tools Financial Software

Bitcoin IRA Launches Turnkey White-Label Solution For Financial Advisors And Enterprise Businesses

FTB News DeskJanuary 7, 20197 min

BitcoinIRA.com, the world’s largest and most secure cryptocurrency platform that allows customers to purchase Bitcoins and other cryptocurrencies for their retirement accounts, has launched a turnkey, white-label solution for enterprise businesses to enable them to invest their customers into a Bitcoin IRA. The first and only of its kind in the world, this new enterprise solution is designed to specifically cater to financial advisors, registered investment advisors (RIAs), wealth managers and other licensed money managers...

Investments

Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management

GlobeNewswireJune 17, 20245 min

LPL Financial LLC announced that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. The team reported having served approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. Based in Swansea, Ill. — just 20 minutes from the Gateway Arch in St. Louis — Shevlin and Joelner have worked...

Newer Posts

Older Posts