Open Finance Use Cases in Wealth Management Advisory Services | OBE Campfire

Brad McInnes, co-founder of Tapico, and Samantha Seaton, CEO of Moneyhub Enterprise, shared their thoughts on some of the use cases for Open Finance in the advisory industry during our virtual OBE Open Finance panel. Brad states that the use of Open Finance for advisory services is really all about creating an aggregated view. Brad… Continue reading Open Finance Use Cases in Wealth Management Advisory Services | OBE Campfire

Tanzania Securities Limited: Securities Brokerage, Wealth Management and Corporate Finance Advisory

Maro Kohi, CEO of Tanzania Securities Limited, gives an overview of the company’s three key business lines: securities brokerage, wealth management, and corporate finance advisory. “We are basically a financial services firm that offers diversified investment services and products. Our focus is financial institutions, corporations, and individuals. We have not started targeting governments or government… Continue reading Tanzania Securities Limited: Securities Brokerage, Wealth Management and Corporate Finance Advisory

From Former Insurance Agent to Financial Advisor | Wealth Advisory Track Model

Hear how one of our Agents transitioned to financial advisor by tapping into the power of mentorships and the many resources of New York Life. To learn more about becoming a financial advisor with Eagle Strategies, a New York Life company, connect with a recruiter visit