NEW YORK & VESTAVIA HILLS, Ala.–(BUSINESS WIRE)–Financial technology company Pontera, formerly known as FeeX, today announced a partnership with RFG Advisory, a hybrid Registered Investment Advisory firm, to enable their independent financial advisors to securely manage clients’ held away accounts, including 401(k)s, 403(b)s, HSAs, and more. “Held away accounts including 401(k)s make up a significant…
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Most businesses fail to reach their 10th anniversary. Financial advisory firms fall in line with these statistics. As a result, thriving practices have considerable value because they demonstrate they have met a market need, generated new clients, have adequate cash flow, and can successfully hire and retain employees. Yet as these business scale and grow,…
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Dasarte Yarnway and Emlen Miles-Mattingly are two financial advisors who want to help diversify wealth by fixing the financial-advisor industry’s diversity problem. The barrier to entry for financial advisors can be high: New financial advisors must follow compliance, and if they want to manage assets, they must have a custodian—which is a bank that safeguards…
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DALLAS & TEL AVIV, Israel–(BUSINESS WIRE)–Island, developer of the Enterprise Browser, announced it has added a select group of investor advisors to its strong bench of strategic partners, including Silicon Valley CISO Investments (SVCI); Joe Sexton, former President AppDynamics; Mickey Boodaei, co-founder and CEO of Transmit Security and Rakesh Loonkar, co-founder and President of Transmit…
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Susan Danzig, San Francisco Bay Area Business Management Consultant, is pleased to announce Business Coaching Services for Financial Advisors and Financial Planners. The coaching programs are designed to help financial services professionals grow their business with specialization. For any financial advisor or planner, it is important to understand who an ideal client is and how…
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Morningstar is flexing its muscles in the financial advisor space. The company, well known for its independent investment research, announced Thursday it has created a new business unit focused on the wealth management segment.The goal is to “streamline the investment management process for advisors and help them provide their clients with new levels of personalization,”…
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For many advisors and business owners, 2021 was a year to remember. Despite a pandemic that refused to morph into a memory, record-breaking revenues in the wealth management industry prompted a positive outlook among many—and served as proof that with creativity, initiative and determination you can move forward. In the 46 episodes that we launched in…
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SAN ANTONIO–(BUSINESS WIRE)–Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital”) today announced that it successfully closed the previously announced acquisition of WestEnd Advisors (“WestEnd”) on December 31, 2021. David Brown, Chairman and CEO of Victory Capital, said, “WestEnd represents our third acquisition that closed in 2021. “We are looking forward to deepening WestEnd’s penetration on…
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