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Advisor Group’s WealthTech Strategy Helps Drive Net New Assets of $4.8 Billion
This week, as part of its annual W Forum event, a conference focused on women financial advisors and home office staff, Advisor Group reported inflows of more than $1 billion in net new assets for the month of May to the company’s Wealth Management Platform.
Fintech Luminaries – Meet Lori Hardwick of WealthTech
For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.
Wealthtech Marketplace for Advisors
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...
TAMPs Continue To Boom In 2021 – How Long Can It Last?
After a busy 2020, TAMPs are making a splash again in 2021.
Tips for Selecting Essential Tools to Optimize Your Tech Stack
A fully integrated tech stack is the backbone of any financial services firm that wants to effectively communicate with clients and grow AUM. Unlike spreadsheets of the past, an integrated tech stack enables efficiencies, automate processes and eliminate duplication of efforts.
Fintech Luminaries – Meet Niharika Shah of THE TIFIN GROUP
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Niharika Shah, CMO at THE TIFIN GROUP, which conceives and builds fintech marketplaces in the wealth and investment management sector.
Purse Strings – An American Fintech For Women, By Women
One of the many fintechs we've encountered are matching wealthechs - pairing up potential customers with financial advisors, and one of the more interesting in this genre is Purse Strings, founded in 2015 by Dr. Barb Provost out of the Chicago area and positioned to women.
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
FAIRFIELD, Iowa & SEATTLE--(BUSINESS WIRE)--Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today...