FinTech Interview with Jennifer Valdez, President of Americas at intelliflo
December 12, 202317 min
BankProv Joins the MaxMyInterest Platform
March 3, 20234 min
New offering enables depositors to open high-yield savings accounts at BankProv in less than one minute
CGI and National Bank of Canada expand their partnership
February 6, 20234 min
CGI acquires National Bank's innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform
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...
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
Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
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...
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
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...
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,...