financial advisors - FinTecBuzz

Hub Financial Inc. Acquires Bridgeforce Financial Group Inc.

February 3, 20234 min

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...

by BusinessWire

Financial Software

SIMON Launches Dynamic New Website

June 19, 20203 min

The all new, mobile-friendly website also offers user-friendly navigation, an interactive design, and client-friendly educational content for structured investments and annuities

by PRNewswire

Asset Management

Oranj Adds to Its Model Marketplace for Financial Advisors Mutual Funds

May 1, 20203 min

Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform

by Chandrima S.

Financial Software

Personal Connection Video Tool for Financial Advisors by Snappy Kraken

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...

by BusinessWire

Financial Software

eMoney Advisor Provides Free Planning Resources During COVID-19 Pandemic

April 9, 20208 min

New eMoney customers to receive free planning access, while current clients receive digital marketing solution and other resources at no charge CEO Ed O’Brien urges more advisors to adopt financial planning during times of uncertainty and disruption

by BusinessWire

Accounting

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

February 20, 20205 min

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...

by PRNewswire

Investment Platforms

Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO

February 19, 20205 min

Whealthcare Planning, a technology company offering the only health and longevity-focused planning platform for financial advisors, announced today that financial services industry veteran Kevin Ruth is joining the company as Interim CEO. Mr. Ruth was most recently head of Wealth Planning and Personal Trust at Fidelity Investments and Fidelity Private Wealth Management. He also served as Chief Financial Planning Officer for Fidelity’s Personal and Workplace Advisors LLC, a registered investment advisor. Prior to joining Fidelity,...

by PRNewswire

Asset Management

Redi2’s BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner

February 18, 20202 min

CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2Technologies’ BillFinTM solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience. “In everything we do, our goal is to leverage and seamlessly integrate best in class technology such...

by BusinessWire

Financial Software

Waddell & Reed, Inc. Adds Five Financial Advisors

January 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...

by BusinessWire

ERP CRM PSA

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

January 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...

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