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/PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent financial...
Aviva plc Q1 2022 Trading Update. We delivered healthy sales numbers across all our major business lines, with UK customer numbers up by over 100,000 in the last year to 15.4 m, increasing our confidence that we can transform Aviva's performance and grow. "UK& Ireland Life sales are up 2%, and net flows into our Wealth business remained strong at £2.7 billion,...
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Now Available On Demand The wealth management industry continues to transform at a rapid pace in response to customer needs, regulatory developments, digital expectations and technology advances. In order to remain competitive, firms and advisors need to embrace digital transformation in every aspect of their business. However, customer onboarding processes continue to present meaningful challenges for advisors due to high volumes of paperwork and manual processes and workflows that compromise productivity and distract them from focusing on what matters most — their clients. Join indu...
Los Angeles based Fintech InvestCloud Completes Recapitalization, Wealth Platform Now Valued at $1B California-headquartered Fintech firm According to a release, new financial investors are led by Motive Partners with Clearlake Capital Group, L.P. and also includes other InvestCloud client shareholders. Under the terms of the deal, Motive Partners will be contributing two portfolio businesses, Finantix and John Wise, InvestCloud’s Co-founder and CEO, stated: “The recapitalization achieves our first objective. At a valuation of $1 billion, we can reward early investors in the business...