Search Results for: client acquisition

Cetera Attracts Nearly $50 Billion In 2021
Finance News

Cetera Attracts Nearly $50 Billion In 2021

Fintech News Desk
by Fintech News Desk0
Results rank Cetera among top broker dealers in 2021 business development; Female financial professionals joining Cetera in record numbers, aligned with focus on recruiting diverse talent Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it attracted approximately $50 billion through its business development efforts in 2021,......
Mortgage Career Exchange Is a Game Changer For Mortgage Professionals
Fintech Mortgage News

Mortgage Career Exchange Is a Game Changer For Mortgage Professionals

Fintech News Desk
by Fintech News Desk0
Superus Careers has launched the Mortgage Career Exchange with a single purpose: To unite talented mortgage professionals and quality mortgage companies. A two-year run on mortgage financing, spurred by low interest rates and remote work has propelled the home mortgage industry to keep up with consumer demand. Even with rising......
Emerald Creek Capital Reports Strong Close To 2021
Fintech News

Emerald Creek Capital Reports Strong Close To 2021

Fintech News Desk
by Fintech News Desk0
Funded over $100 Million in November and December New York-based bridge lender Emerald Creek Capital has announced the origination of over $100 million in commercial real estate loans during November and December 2021.  The 11 transactions are first lien positions secured by collateral spanning New York, New Jersey, California, Florida, and Texas. Asset classes include multifamily, mixed-use,......
Putting a Twist on Tech Marketing: 4 Non-Traditional Fintech Campaigns Showcasing their Values and Creativity
Finance Fintech News

Putting a Twist on Tech Marketing: 4 Non-Traditional Fintech Campaigns Showcasing their Values and Creativity

Fintech News Desk
by Fintech News Desk0
The ingenuity of Fintechs goes beyond creating innovative financial products, as they continuously display a strong creative muscle with next-level marketing campaigns Fintech innovation, once reserved for the design and delivery of financial services, is now being turned toward unique projects and forward-thinking sponsorships. Four fintechs—ConnectPay, Nubank, CashApp, and Abeg—have......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
BTIG Appoints Michael Karmiol Head of Healthcare Equity Capital Markets
Capital Markets News

BTIG Appoints Michael Karmiol Head of Healthcare Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
BTIG announced that Michael Karmiol has been appointed the new Head of Healthcare Equity Capital Markets at BTIG. Mr. Karmiol will be focused on capital markets opportunities for corporate and institutional clients across the healthcare sector. In his new position within the firm’s Equity Capital Markets unit, Mr. Karmiol will report......
Core xRM Acquires WeCare
Capital Markets News Technology

Core xRM Acquires WeCare

Fintech News Desk
by Fintech News Desk0
Companies Join Forces to Deliver New Technology Solutions for the Healthcare Industry, Improving Outcomes for Consumers, Providers, Plan Sponsors, Third-Party Administrators and Carriers  Core xRM, an innovative healthcare technology company whose products support healthcare payers with operationally essential technology including Software as a Service ‘SaaS’, data management and data quality......
First Citizens Completes Merger With CIT Group
Banking News

First Citizens Completes Merger With CIT Group

Fintech News Desk
by Fintech News Desk0
First Citizens BancShares Inc., parent company of First-Citizens Bank & Trust Company,  announced completion of its previously announced merger with CIT Group Inc. North Carolina-headquartered First Citizens is now a top 20 U.S. financial institution (based on assets), with more than $100 billion in assets, and the largest family-controlled bank......
Huobi Global Launches USDT-Margined Futures, Expanding Suite of Crypto Derivatives Products
Digital Asset Management News Trading

Huobi Global Launches USDT-Margined Futures, Expanding Suite of Crypto Derivatives Products

Fintech News Desk
by Fintech News Desk0
Huobi Global, one of the world’s leading digital asset exchanges, announced the launch of USDT-margined futures, a derivatives product that uses USDT as the margin and to calculate profit. This launch comes as Huobi Futures, a digital asset derivatives trading platform under Huobi Group, celebrates its third founding anniversary. The......
Orange Invests in the ‘Move Capital I’ Venture Capital Fund to Support European B2B Technology Companies
Fintech News Technology

Orange Invests in the ‘Move Capital I’ Venture Capital Fund to Support European B2B Technology Companies

Fintech News Desk
by Fintech News Desk0
Orange, via its holding company Orange Digital Investment, is investing in the ‘Move Capital I’ fund, a Kepler Cheuvreux Invest “Tech Growth” fund that supports future B2B champions of European tech. Move Capital is active in the fields of digital technology: IoT, Artificial Intelligence, Data Analytics, Cybersecurity, Cloud and Industry......
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