financial advisor - FinTecBuzz

LPL Financial Launches Curated AI Solutions for Advisors

November 13, 20247 min

LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated program – AI Advisor Solutions – designed to help advisors maximize their days, deliver bespoke client experiences, and leverage data to provide more sophisticated and personalized financial advice. Nearly a third of financial advisors say they do not have enough time to spend with clients, according to J.D. Power’s 2023 U.S....

by PRNewswire

Direct Lending

Clearlake Capital to Acquire MV Credit from Natixis Investment Managers

September 4, 20246 min

MV Credit will Significantly Enhance Clearlake's Capabilities in Direct Lending and Private Credit to Sponsors and Other Clients MV Credit Acquisition will Bring Clearlake's AUM to Over $90 Billion and Clearlake Credit AUM to Over $28 Billion

by BusinessWire

Platforms

BlackRock to Acquire Preqin

July 1, 20247 min

BlackRock, Inc. has agreed to acquire Preqin, a leading independent provider of private markets data for £2.55 billion or approximately $3.2 billion in cash. Bringing together Preqin’s data and research tools with Aladdin’s complementary workflow capabilities in a unified platform will create a preeminent private markets technology and data provider. The acquisition adds a highly complementary data business to BlackRock’s investment technology, marking a strategic expansion into the fast-growing private markets data segment. Private markets...

by PRNewswire

Platforms

Broadridge and Kyndryl to partner in Canadian Wealth Management

May 14, 20245 min

Global Fintech leader Broadridge Financial Solutions, Inc., announced that it will acquire Kyndryl’s Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms. Kyndryl intends to partner with Broadridge Canada by providing managed services and capabilities to SIS. “The partnership with Kyndryl and the acquisition of the SIS business further underscore Broadridge’s long-standing...

by FTB News Desk

Interview

FinTech Interview with Ryan Van Hatten, Chief Financial Officer at Prophix

January 2, 202430 min

by BusinessWire

Payments

FLEETCOR Enters into Cooperation Agreement with D. E. Shaw Group

March 20, 20235 min

Company to Undertake Strategic Portfolio Review

by PRNewswire

Investments

Docupace integrates with Axos Advisor Services

June 30, 20225 min

Strategic integration provides digitally-enhanced new account opening to joint customers

by PRNewswire

Investments

TFA Tactical Income Fund – Financial Advisors Investment choice

June 27, 20224 min

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...

by PRNewswire

Investments

Beacon Pointe Announces Investment from Investment firm KKR

November 16, 20219 min

Strategic Partnership to Enhance Growth of Leading Wealth Management Firm and Accelerate M&A Strategy Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC (“Beacon Pointe” or the “Company”) and KKR, a leading global investment firm, today announced the signing of a definitive agreement under which KKR will make an investment in Beacon Pointe. The Beacon Pointe team will continue to own over 50% of the Company going forward, and Abry Partners (“Abry”) will fully...

by BusinessWire

Financial Software

Orion Offers Free Planning Platform to All Advisors

April 2, 20206 min

Orion’s free planning platform and client communication support help advisors address market volatility, while the newly developed Business as Usual program provides priority onboarding, deferred payment options, and outsourced business operations support to advisory firms unable to access their installed technology as a result of the quarantine induced by the COVID-19 pandemic

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