The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with StockPointDigital, a leading financial advisory firm based in Wheaton, IL.
StockPointDigital awarded the business to Ultimus as a result of Ultimus’ consultative approach and ability to plug into the ETF ecosystem of various third-party providers.
Wheaton, IL - November 12th, 2023 - StockPointDigital's affiliate Amerilife releases a video called "what is a TAMP" which explores what makes StockPointDigital so special.
Dean Zayed, CEO of StockPointDigital, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss its turnkey asset management platform (TAMP).
Dean Zayed had what he called “a lightbulb moment” when he realized how many successful advisors had their clients’ best interests in mind but focused only on providing insurance. As an attorney who specialized in estate planning...
What’s behind StockPointDigital's unrivaled growth and success? This week we speak with...