Search Results for: investment planning

Integrity Announces Strategic Investment From Silver Lake to Accelerate Growth As Omnichannel Insurtech Leader
Fintech InsurTech News

Integrity Announces Strategic Investment From Silver Lake to Accelerate Growth As Omnichannel Insurtech Leader

Fintech News Desk
by Fintech News Desk0
Transformational partnership with Silver Lake will expand Integrity’s offering of life, health and wealth solutions into the future and help more Americans prepare for the good days ahead Integrity Marketing Group, LLC (“Integrity” or “Company”), an omnichannel insurtech leader in life, health and wealth solutions, announced a new strategic investment......
SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets
Fintech News

SVB Financial Group’s Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
SVB Financial Group, the parent of Silicon Valley Bank, today announced the continued growth of the Tech Investment Banking team with additional hires in the Internet, Consumer / Marketing Software, Fintech, and Enterprise Software sectors along with the formal launch of Technology Leveraged Finance and Equity Capital Markets capabilities. The new hires include......
STP Investment Services Acquires Tower Fund Services
Investment Services Investments News

STP Investment Services Acquires Tower Fund Services

Fintech News Desk
by Fintech News Desk0
Adding the established third-party fund administrator provides STP increased depth and broader alternative asset capabilities STP Investment Services (STP), a global, end-to-end investment operations service provider that supports more than $340 billion in total assets, has acquired third-party fund administrator Tower Fund Services (Tower). The deal substantially increases STP’s alternative fund administration value......
CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)
Fintech News

CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning  (“Center”) announced it will join the Financial Alliance for Racial Equity (FARE), a partnership between leading financial services organizations, associations and historically Black colleges and universities (HBCUs). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level FARE was formed in......
Beacon Pointe Announces Investment from KKR
Investment Services News

Beacon Pointe Announces Investment from KKR

Fintech News Desk
by Fintech News Desk0
Strategic Partnership to Enhance Growth of Leading Wealth Management Firm and Accelerate M&A Strategy Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC (“Beacon Pointe” or the “Company”) and KKR, a leading global investment firm, announced the signing of a definitive agreement under which KKR will make an investment......
Nedbank Corporate & Investment Confirms as the Official Energy Transition Partner for African Energy Week in Cape Town
Fintech News

Nedbank Corporate & Investment Confirms as the Official Energy Transition Partner for African Energy Week in Cape Town

Fintech News Desk
by Fintech News Desk0
Representing one of Africa’s leading financial institutions, Nedbank Corporate and Investment will take a leading role in the discussion on financing Africa’s energy future The African Energy Chamber is proud to announce that Nedbank Corporate & Investment Banking has been confirmed as the official energy transition partner for Africa’s premier......
Pensions & Investments launches ETF Exchange in partnership with Trackinsight
Fintech News

Pensions & Investments launches ETF Exchange in partnership with Trackinsight

Fintech News Desk
by Fintech News Desk0
Pensions & Investments, a Crain Communications financial information and media brand, and Trackinsight, have launched a new digital platform, P&I ETF Exchange, to meet the specific needs of asset owners and institutional investors. Read Complete News About Fintech Services : Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee......
PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs
Investments News

PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs

Fintech News Desk
by Fintech News Desk0
PIMCO myTDF will use Morningstar Investment Management’s retirement platform to connect directly with recordkeepers  PIMCO, one of the world’s premier fixed income investment managers, has teamed up with the retirement group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., to enable PIMCO to provide a personalized target date......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
by Fintech News Desk0
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
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