Search Results for: Financial Advisor

Houlihan Lokey Expands Its Financial and Valuation Advisory Business in India
Fintech News

Houlihan Lokey Expands Its Financial and Valuation Advisory Business in India

Fintech News Desk
by Fintech News Desk0
Rishi Aswani Joins the Firm as a Managing Director in Mumbai Houlihan Lokey the global investment bank, announced that Rishi Aswani has joined the firm’s Financial and Valuation Advisory (FVA) business in Mumbai as a Managing Director in the Portfolio Valuation and Fund Advisory Services practice. Mr. Aswani will lead......
Prospera Financial Services Launches APEX Program To Assist Advisors Acquire Practices or Create Succession Plans
Business Finance News

Prospera Financial Services Launches APEX Program To Assist Advisors Acquire Practices

Fintech News Desk
by Fintech News Desk0
The APEX Program Pairs Buying and Selling Advisors to Ensure a Smooth Transition of the Business and a Better Experience for Clients Prospera Financial Services, Inc., a boutique wealth management firm supporting a nationwide network of independent advisors, announced the launch of its proprietary Advisor Practice Exchange Program, an interactive......
eMoney Advisor Rolls Out White Labeling for Its Financial Wellness App, Incentive
Finance News

eMoney Advisor Rolls Out White Labeling for Its Financial Wellness App, Incentive

Fintech News Desk
by Fintech News Desk0
Option enables firms to build credibility with their own brand in a digital-first experience  eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the availability of white labeling for its financial planning and wellness mobile application, Incentive. Incentive is built, operated, and......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities
Investment Services News

Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities

Fintech News Desk
by Fintech News Desk0
Zacks Professional Services (“Zacks Pro”) announces a new relationship with Concourse Financial Group Securities (“CFGS”) offering access to the extensive suite of Zacks Advisor Tools (Advisor Tools) to 500+ financial professionals. Latest Fintech Insights: InstaMortgage Adopts Finicity’s Mortgage Verification Services Advisor Tools is a web-based platform that provides investment professionals with......
B. Riley Financial Announces Acquisition of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank
Banking Investment Services News

B. Riley Financial Announces Acquisition Of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank

Fintech News Desk
by Fintech News Desk0
Transaction marks a major step toward creating the premier middle market-focused investment banking platform B. Riley Financial, Inc., a diversified provider of business advisory and financial services, announced it has agreed to acquire FocalPoint Securities, LLC, a leading independent investment bank based in Los Angeles, for total consideration of up......
Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
GCG Advisory Partners Acquires Branstrom Financial
Finance News

GCG Advisory Partners Acquires Branstrom Financial

Fintech News Desk
by Fintech News Desk0
GCG Wealth Management, an independent, regional financial services firm that manages more than $1.5 billion of total client assets under management and provides acquisition, succession and liquidity deals for advisors who need support prepping for retirement while continuing to work with their clients. GCG Wealth Management announced that 46-year financial services veteran, John......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Regions Financial Closes On Its Acquisition Of Clearsight Advisors
Banking Fintech News

Regions Financial Closes On Its Acquisition Of Clearsight Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition further enhances Regions’ specialty capabilities for business clients. Regions Financial Corp., the parent company of Regions Bank, on Tuesday announced it has completed its acquisition of Clearsight Advisors, Inc. The acquisition expands Regions’ mergers-and-acquisitions (M&A) advisory capabilities into the technology industry. Latest Fintech Insights: CellPoint Digital Secures $25 Million Investment To Boost......
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