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Need A Robo-Advisor? Bambu Can Build You One

In 2016, Ned Phillips, along with Aki Ranin and Luke Janssen, founded Bambu to address robo-advising in a new way. The fintech CEO elaborated on how Bambu is aiming to democratize financial planning.  read more.....»»

Category: blogSource: benzingaJul 25th, 2019

These Are The Benzinga Global Fintech Awards Finalists For Best Financial Advisor Or Wealth Management Platform

The Benzinga Global Fintech Awards are a yearly showcase of the greatest advances in fintech from leaders and visionaries in the worlds of finance and technology. read more.....»»

Category: blogSource: benzingaMay 11th, 2018

Charlotte fintech firm sets sights on disrupting the financial advisory industry

Independent Advisor Alliance, based in Charlotte, is looking to change the way firms leverage technology to serve advisers in the finance industry......»»

Category: topSource: bizjournalsJan 31st, 2019

LPL Financial hires Alisa Maute as executive president, advisor growth solutions

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallMay 25th, 2021

Merrill is banning cold-calling in massive overhaul of its financial advisor training program

Merrill Lynch is overhauling its financial advisor training program, including banning cold-.....»»

Category: topSource: businessinsiderMay 25th, 2021

LifeMD appoints Matthew Zipoli as medical advisor for Nava MD

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallMay 24th, 2021

BTIG fintech/restaurants analysts hold analyst/industry conference call

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallMay 21st, 2021

Field Trip Health appoints Tom Daschle as special advisor

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallMay 20th, 2021

Canopy Growth names Martha Stewart as official strategic advisor

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallMay 20th, 2021

Vanguard selects Dallas-Fort Worth for its fifth U.S. office

The Pennsylvania-based investment management giant said the site will be staffed at its launch by financial advisors from its Personal Advisor Services offering and information technology professionals supporting broader advice services......»»

Category: topSource: bizjournalsMay 14th, 2021

What’s REALLY Behind Musk’s Bitcoin U-Turn?

Elon Musk’s sudden u-turn regarding Bitcoin on Twitter – which sent prices plummeting by 15% – could be more of a PR stunt than anything else, says the CEO of one of the world’s largest independent financial and fintech organ.....»»

Category: blogSource: valuewalkMay 13th, 2021

LPL Financial announces advisor access to Meeting Manager

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallMay 12th, 2021

Eight fintech companies that are redefining the money transfer space

Learn about the most innovative financial services providers with the BI list of top fintech startups and financial technology companies. Stay on top of the future of financial technology. A January 2021 survey from CouponFollow revealed that.....»»

Category: smallbizSource: nytMay 10th, 2021

Amazon More Than Doubles Earnings: What Analysts Are Saying

Amazon released first-quarter financial results after markets closed Thursday and analysts jumped at the opportunity to chase the stock even higher......»»

Category: blogSource: 247wallstApr 30th, 2021

Mercurity Fintech Holding appoints Hao Liu as co-CEO

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallApr 30th, 2021

UBS financials/fintech analysts to hold analyst/industry conference call

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallApr 29th, 2021

Quantum-Si appoints Dr. Michael Mina as Chief Medical Advisor

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallApr 29th, 2021

Solarwindow appoints Sergio Pombo as senior advisor, government relations

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallApr 26th, 2021

Cathie Wood fintech analyst finds Venmo "least competitive" crypto trading app

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallApr 22nd, 2021

DraftKings appoints Gisele Bundchen as special advisor to CEO

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallApr 21st, 2021