Hub Financial Inc. Acquires Bridgeforce Financial Group Inc.

Hub Financial Inc. (Hub Financial), one of Canada’s largest distributors of life insurance and investment solutions, announced today that it has acquired, through one of its affiliates, Achievex Financial Services Inc., W.C.S Financial Services Inc., W.C.S. Achievex Inc., Allen Wong & Associates Agency Limited, BridgeForce Financial Group Inc., Cinaber Financial Inc., Ontario East Insurance Agency Ltd., and Joseph B. Woodyatt Insurance Agencies Limited (BridgeForce). Terms of the transaction were not disclosed. These BridgeForce firms are some of the largest Canadian...

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...

LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location

A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value for their clients and differentiate their practice. LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, makes it easy to meet this demand by quantifying one of the most elusive sources of value — tax efficiency — through a new integration with AdvisorPeak, Inc. (AdvisorPeak), a leading portfolio trading and rebalancing...

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