FiComm Partners Announces Winners of Its Inaugural Podcast Awards
In partnership with InvestmentNews, the Awards recognize advisors having meaningful conversations and making a difference through podcast content
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LOS ANGELES and NEW YORK, May 27, 2021 /PRNewswire/ FiComm Partners ( FiComm ), a full-service communication agency specializing in the wealth management and financial advice industry, along with media partner
InvestmentNews, announced the winners of its inaugural first-ever Advisor Podcast Awards. The Awards honored podcast excellence in three categories: The Client Happy Podcast, for approachable, client-centered podcasts; Walking the Walk: Diversity for podcasts demonstrating what diversity and inclusion really feels like; and Pitch Your Podcast, where advisors pitched their new podcast concepts that challenge the status quo.
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Envestnet acquires fintech Harvest Savings
Envestnet now owns Harvest s technology, including its automated micro-savings and digital account opening tools.
April 8, 2021 3 MINS
Envestnet announced Thursday the acquisition of fintech Harvest Savings & Wealth Technologies to further build out its digital financial wellness ecosystem by merging customers’ wealth and savings accounts.
The acquisition gives Envestnet ownership of Harvest’s technology, including its automated micro-savings tool and digital account opening. Harvest’s tools are typically provided to banks, credit unions, trust companies and other financial institutions. Terms of the deal were not disclosed.
Harvest’s automated micro-saving technology delivers data to the bank or firm, which can then signal when it’s time to move a customer from savings to the right wealth offering. That’s a major reason the acquisition made sense for Envestnet and its connected financial wellness e