financial advisors - FinTecBuzz

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...

by BusinessWire

Institutional Investment

Mitre Media Announces New Sales Leader Amidst Surge in Platform Growth

January 23, 20203 min

Mitre Media, the leading online investment research platform for financial advisors and sophisticated investors, today announces Matt Butcher is joining Mitre Media’s leadership team as Vice President of Sales. As VP Sales, Matt is responsible for leading the sales team, developing new channels and driving sales growth across all geographies. “I’m thrilled to join an innovative and modern financial media platform whose data-driven, customizable content and advanced ad tech capabilities deliver a unique user experience...

by PRNewswire

Financial Software

Digital Experience Drives Advisor Engagement, SS&C Report Finds

January 23, 20207 min

Latest Research Names Fidelity Top Digital Engagement Leader

by FTB News Desk

ERP CRM PSA

Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growth

January 13, 20203 min

Practifi, a business management platform for financial advisors, today announced its $16.3 million Series B funding led by Updata Partners, with participation from existing Series A investors Equity Venture Partners (EVP). With this investment, Practifi plans to scale the team, expand presence around the globe, and invest in the software platform to further elevate the client experience. “I’m tremendously proud of how much we’ve accomplished in the U.S. since establishing our Chicago office in 2018, but this is only...

by BusinessWire

Asset Management

Ameriprise Financial Welcomes Larson Payne Larson Group in Edina, Minn.

December 4, 20193 min

The three-advisor team manages $222 million in assets under management

by FTB News Desk

Business Tools

XY Planning Network Launches New Services for Advisors

September 10, 20194 min

XYPN co-founders Alan Moore and Michael Kitces announce the launch of several new services designed to meet the evolving needs of the Network's 1,000+ advisors

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