Fintech Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes and Attract More Clients
May 25, 2022 09:02 ET
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Vise
New York, May 25, 2022 (GLOBE NEWSWIRE) -- Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a...
New Survey Suggests that Traditional Assumptions about Gen Z and Millennial Finances Get it Wrong; Most Want a Financial Advisor and Don’t Trust Social Media Influencers or Robos
September 20, 2021 09:00 ET
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Vise
New York, NY, Sept. 20, 2021 (GLOBE NEWSWIRE) -- Gen Z, Millennials, Gen X and Baby Boomers may not see eye to eye on much, but when it comes to financial concerns and investing they have a lot in...
VISE STRENGTHENS LEADERSHIP TEAM TO ACCELERATE FUTURE GROWTH
July 23, 2021 12:00 ET
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Vise
New York, NY, July 23, 2021 (GLOBE NEWSWIRE) -- Vise, the technology-powered investment manager built for advisors, today announced three new additions to its executive leadership team to further...