Tagged: financial advisors

September 16, 2023 @ 6:33 am By Omar Faridi  |  

CAIS, the alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve alternative asset managers, underscoring their commitment to the independent wealth channel. Apollo Global Management, Ares Management Corporation, Bain Capital, Blue Owl Capital, The Carlyle Group, Fidelity Investments, Franklin… Read More

August 4, 2023 @ 5:01 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors “to build robust, personalized client portfolios incorporating alternatives and structured investments.” Advisors can use Architect – which “combines… Read More

July 31, 2023 @ 8:17 am By Omar Faridi  |  

Standard Custody & Trust Company, a NYDFS chartered company providing institutional-grade custody, escrow, and settlement services for digital assets, announced a  partnership with L1 Advisors, a “pioneering” onchain wealth management platform for financial advisors and their clients. This partnership signifies an “industry-first” product offering “for… Read More

May 15, 2023 @ 8:01 am By Omar Faridi  |  

Orion Advisor Solutions, the provider of transformative wealthtech solutions designed to power advisors and win for investors, went live with a ChatGPT-3.5 series integration with Redtail Speak, the compliant, real-time communication platform for financial advisors offered through Redtail Technology. First mentioned in February at Orion’s… Read More

May 14, 2023 @ 12:50 pm By Omar Faridi  |  

TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. To support the smallest advisors to grow faster, TIFIN will “provide free access to the AI platform’s advanced investment assessment and proposal capabilities for NAPFA-affiliated advisors with less than $100M in… Read More

April 25, 2023 @ 8:22 pm By Omar Faridi  |  

Bolton Global Capital, an independent wealth management firm, and iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced a partnership “to provide Bolton’s extensive network of financial advisors with a range of private market offerings and resources.” Bolton… Read More

April 24, 2023 @ 6:37 pm By Omar Faridi  |  

Life insurer Prudential Singapore announced the official launch of Prudential Financial Advisers (PFA), its financial advisory arm. With PFA, Prudential now “offers a wider range of insurance products including general insurance and wealth solutions.” This is in addition “to Prudential’s core solutions in whole and… Read More

January 28, 2023 @ 3:07 pm By Omar Faridi  |  

Amid an environment where asset management firms are increasingly collaborating with digital platforms to help launch product offerings and “de-risk” entry into new markets, FLX Networks, which modernizes, simplifies, and drives engagement between asset managers and financial advisors, has partnered with global Fintech leader Broadridge… Read More

December 19, 2022 @ 8:26 am By Omar Faridi  |  

Talos, the premier provider of institutional digital asset trading technology, released survey findings from Coalition Greenwich revealing that US Financial Advisors (FAs) are fielding significantly “increased demand from investors for digital assets despite the current crypto winter.” Conducted in partnership with Talos, the survey reported… Read More

November 2, 2022 @ 11:07 am By Omar Faridi  |  

Retirable, which claims to be the “first-of-its-kind” holistic retirement solution with the ongoing care of an advisor, unveiled additional retirement income and investing offerings to its advisory and planning services. Designed for the 50 million Americans approaching retirement in the next decade without a formal… Read More

October 7, 2022 @ 2:27 pm By Omar Faridi  |  

Merrill Wealth Management launched Merrill Advisor Match, a research-based, digital platform that “connects people seeking financial advice with a Merrill financial advisor who best fits their preferences and needs.” Data shows there is “a need for a modern approach for finding an advisor.” A third… Read More

August 30, 2022 @ 10:33 pm By Omar Faridi  |  

Truist Wealth has expanded its digital investment offerings with Truist Invest, a robo advisor, and Truist Invest Pro, a hybrid investing solution that “combines automated investing with access to a team of financial advisors.” Joseph M. Thompson, chief wealth officer at Truist, said: “Digital investing… Read More

June 23, 2022 @ 8:55 pm By Omar Faridi  |  

iCapital, the Fintech platform driving access and efficiency in alternative investing for the asset and wealth management sectors, and SIMON Markets, the Fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, have announced… Read More

April 17, 2022 @ 11:54 pm By Omar Faridi  |  

Truelytics recently teamed up with BlackRock (NYSE:BLK) to offer advisors “access to data, analytics, and insights to manage and grow their practices.” Financial advisors need access to the most “accurate, timely, and insightful tools for helping manage their practice and improve their valuation.” To that… Read More

August 12, 2021 @ 7:59 pm By Tony Zerucha  |  

If you’ve ever regretted an investment decision, don’t worry – you’re far from alone, the results of a survey of more than 1,100 investors by MagnifyMoney show. You’d think people would give big money decisions a sober second thought, but some don’t even give them… Read More

January 11, 2021 @ 11:28 am By Samantha Hurst  |  

Altruist, a fully-integrated digital investment platform for financial advisors, announced today it has closed an additional round of funding through its latest investment round, which will accelerate its mission of disrupting the custodial offering for independent advisors. According to Altruist, the investment round was led… Read More

December 3, 2020 @ 10:32 pm By Omar Faridi  |  

JPMorgan (NYSE:JPM), the largest US bank, is reportedly planning to acquire Fintech firm 55ip in order to assist financial advisors with setting up tax-efficient investment portfolios. JPMorgan Chase’s management noted that the bank’s asset management unit has decided to buy Fintech company 55ip so that… Read More

July 30, 2020 @ 9:48 pm By Omar Faridi  |  

Agora Dealer Services, a digital technology-focused Carrying Dealer that specializes in supporting mutual fund dealers and independent financial advisors, and Pascal Financial, a Canadian Fintech firm with an integrated, AI-enhanced wealth management platform with active behavioral finance, announced on July 29, 2020 that they’re developing… Read More

July 20, 2020 @ 9:35 pm By Omar Faridi  |  

Several Fintech companies have been offering discounts or even free of cost services during COVID-19. These service providers aim to assist businesses, particularly SMEs, with managing and maintaining their operations during these challenging times. As reported by The Globe and Mail, financial advisors had already… Read More

May 6, 2020 @ 10:58 am By Samantha Hurst  |  

Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, announced on Wednesday it has acquired AdvisorEngine, a U.S.-based digital wealth platform. According to Franklin Resources, AdvisorEngine is a provider of technology and consulting services to more than 1,200 financial advisory firms… Read More