|
Wealthspire Advisors LLC (Wealthspire), named The BLX Internship Program (BLX), its Giving Partner for the 2024 Wealthspire Advisor Summit which was held in Scottsdale, Arizona earlier this year. “We’re thrilled to be partnering with BLX as we begin recruiting for the 2024 cohort of our internship program. In joining forces, we hope to bolster diversity not only within our organization but also within the broader financial planning profession” said Mike LaMena, CEO of Wealthspire. Originally published on Citybiz on February 27, 2024. Read full article here. Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions, a division of Apex Fintech Solutions Inc. (Apex). The collaboration was announced during the inaugural Advyzon Conference, taking place February 20-22, 2024 in Phoenix, Arizona. Apex is also attending, sponsoring, and exhibiting at the conference, and will participate in a Custodial Technology Panel. Registered Investment Advisors (RIAs) use Apex’s robust custody and clearing platform and capital structure to administer their client investment accounts, from real-time onboarding and account funding, to custody, trading, clearing, and cost basis and tax reporting. Now, they can harness the power of Advyzon’s comprehensive, award-winning technology platform for advisors. Originally published on Yahoo! Finance on February 22, 2024. Read full article here. With the Right Network of Support, Small RIAs Can Scale and Thrive in a Competitive Landscape2/19/2024
The financial advisory industry is evolving rapidly, and small Registered Investment Advisors (RIAs) are feeling the pressure to scale, innovate, and compete in a crowded marketplace. From navigating hidden costs to seeking strategic partnerships, these firms face unique hurdles. Enter Equita Financial Network—a groundbreaking platform designed to empower women-led RIAs by providing essential resources, fostering collaboration, and enabling growth while maintaining independence. Discover how Equita is revolutionizing the landscape for small RIAs, helping them thrive through shared expertise, streamlined operations, and a supportive community tailored to their needs. Originally published on Equita Financial Network on January 31, 2025. Read full article here. Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution2/15/2024
Advyzon Investment Management (AIM) announced a partnership with Nebo Wealth. AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that enables Registered Investment Advisors (RIAs) to streamline and automate the process of delivering personalized portfolios for each and every client at scale. AIM extends the capabilities of the Nebo Wealth platform into a turnkey, technology-driven solution by including automated trading and rebalancing, performance reporting, billing, and advisor and client portals, as well as back-office support for account opening and administration. All of this empowers RIA firms to enhance client service, differentiate their value proposition, save time, drive operational efficiency, and foster growth in assets under management. Originally published on Business Wire on February 15, 2024. Read full article here. Navigating finances in a new relationship can be challenging, but open communication and shared financial values are key to building a strong foundation. Bridget Grimes offers expert insights on how to discuss money matters early on, from understanding each other's financial history to deciding on joint versus separate accounts. Learn practical tips for addressing debt, planning for the future, and creating a financial strategy that aligns with your shared goals, ensuring money doesn't become a source of tension. Originally published on CFP®’s Let’s Make A Plan on February 15, 2024. Read the full article here. Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 3% market share. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Technology Conference, which took place January 22nd – 25th in Las Vegas and saw over 1,000 total attendees. The survey is one of the most widely respected and referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based solely on advisor input. Originally published on Citybiz on February 13, 2024. Read full article here. |
ABOUT
Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team. Categories
All
|