Search Results for: transition services
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
K1 Enters Agreement to Sell FMG Suite to Aurora
Realization represents K1’s second exit since Safer-At-Home orders were put in place in March 2020 K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation......
The Impact of COVID-19 on Broker Dealers (And Where It Hurts)
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
Figure Announces First Third-Party Loan Trade on Provenance, Company’s Groundbreaking Blockchain Platform
Transaction Marks the First of $100 Million in Loan Sales Expected By Private Lender Pacific Private Money Figure Technologies, Inc. (Figure™), a leader in transforming financial services through the power of blockchain technology, announced that Pacific Private Money and Saluda Grade have completed the first third-party trade on Provenance blockchain,......
Kestra Financial Adds $1.4 Billion in New Recruitment Assets in First Quarter of 2020
Kestra Financial, Inc. (Kestra Financial), an industry-leading platform for independent financial professionals, announces its first quarter recruitment results. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software “In spite of all the challenges COVID-19 has presented, wealth management professionals trust that Kestra......
Intel Capital Invests $132 Million in 11 Disruptive Technology Startups
Intel Capital, Intel Corporation’s global investment organization, announced new investments totaling $132 million in 11 technology startups. These companies bring to market breakthrough innovations in artificial intelligence (AI), autonomous computing and chip design. The companies joining Intel Capital’s portfolio are Anodot, Astera Labs, Axonne, Hypersonix, KFBIO, Lilt, MemVerge, ProPlus Electronics,......
Wells Fargo Names Sean Passmore Head of Military Talent External Recruiting and Enterprise Military and Veteran Initiatives
Wells Fargo & Company announced that Sean Passmore will join the company as the new head of military talent external recruiting and enterprise military and veteran initiatives, responsible for developing national relationships with the military and veteran community and overseeing Wells Fargo’s Military Affairs Program, created in 2012. Passmore will......
Unqork and KPMG Collaborate to Launch a Mortgage Forbearance Application for the Community Preservation Corporation
Unqork, the leader in enterprise no-code application development technology, and KPMG LLP, the audit, tax and advisory firm, are engaging with The Community Preservation Corporation (CPC), a leading nonprofit multifamily housing finance company, and its subsidiary CPC Mortgage Company LLC, to launch a Mortgage Forbearance and Loss Mitigation solution to......
SE2 Names Mark Schultis as CEO
Schultis to lead company’s client focused, technology-driven approach in serving the life and annuity markets SE2, an Eldridge business, and industry leader in life and annuities insurance technology, today named Chief Customer Officer, Mark Schultis, to CEO. Current Chief Executive, Gautam Thakkar, will remain on the SE2 Board of Directors......