Search Results for: entrepreneurial minded advisors

Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
by Business Wire0
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
Fusion-Financial-Partners-Launches-FusionNetix--to-Provide-High-Touch-Technology-Services-Tailored-to-Unique-Needs-of-RIA-Community
Business Fintech News

Fusion Financial Partners Launches FusionNetix to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

Fintech News Desk
by Fintech News Desk0
The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to......
LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival
Finance News

Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival

Fintech News Desk
by Fintech News Desk0
Throughout Black History Month and Women’s History Month, Future Proof’s Changing Faces of Wealth initiative bridges the diversity and equity gap in financial services experienced by underrepresented groups . The Onyx Advisor Network (Onyx), a comprehensive entrepreneurial support platform for minority-led financial advisory firms, and Advisor Circle, a product and......
Patriot National Bancorp and American Challenger Development Corp. Agree to Merge and Create Largest Digital Challenger Bank in America
Banking Featured News

Patriot National Bancorp and American Challenger Development Corp. Agree to Merge and Create Largest Digital Challenger Bank in America

Fintech News Desk
by Fintech News Desk0
Patriot National Bancorp, Inc., the parent company of Patriot Bank, N.A, and American Challenger Development Corp. ( “American Challenger”), announced that they have entered into a definitive agreement (the “Merger Agreement”) under which Patriot will acquire American Challenger via a reverse subsidiary merger, with American Challenger surviving as a wholly......
Dakota Wealth Management to Acquire Persimmon Capital Management
Investments News

Dakota Wealth Management to Acquire Persimmon Capital Management

Fintech News Desk
by Fintech News Desk0
Strategic acquisition expands footprint into the Philadelphia area Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA. With the addition of Persimmon, Dakota Wealth Management now......
Artificial Intelligence InsurTech News

Acrisure Acquires Tulco’s Artificial Intelligence Insurance Business

Fintech News Desk
by Fintech News Desk0
 World’s Fastest Growing Global Insurance Broker and Artificial Intelligence Leader Combine to Deploy Insurtech at Scale In a transformational move, Acrisure today announced that it has acquired artificial intelligence (AI) leader Tulco LLC’s insurance practice to bring best-in-class data science, AI, and machine learning capabilities to the insurance brokerage industry.......
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