Search Results for: Financial Group

Nassau Financial Group Completes Acquisition of Delaware Life Insurance Company of New York
InsurTech News

Nassau Financial Group Completes Acquisition of Delaware Life Insurance Company of New York

Business Wire
Latest expansion of Nassau’s New York insurance business Nassau Financial Group, L.P.  announced that its subsidiary, Nassau Life Insurance Company (“NNY”), has completed the acquisition of Delaware Life Insurance Company of New York (“DLNY”) from Delaware Life Insurance Company (“Delaware Life”), a Group 1001 company. “It has been our pleasure......
OTC Markets Group Welcomes Ledyard Financial Group to OTCQX
Finance News Trading

OTC Markets Group Welcomes Ledyard Financial Group to OTCQX

GlobeNewswire
OTC Markets Group Inc., operator of regulated markets for trading 12,000 U.S. and international securities,  announced Ledyard Financial Group, Inc., the holding company for Ledyard National Bank. headquartered in Hanover, New Hampshire, has qualified to trade on the OTCQX Best Market. Ledyard Financial Group, Inc. upgraded to OTCQX from the......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Lexasure Financial Group Launches LexasureCloud 1.0 Digital B2B2C InsurTech Platform at InsureTech Connect Asia
InsurTech News

Lexasure Financial Group Launches LexasureCloud 1.0 Digital B2B2C InsurTech Platform at InsureTech Connect Asia

PR Newswire
Lexasure Financial Group Limited, providing reinsurance, insurance, and insurtech solutions in South and Southeast Asia, announced the launch of LexasureCloud 1.0, a cloud-based, cutting-edge B2B2C platform designed to enhance insurance companies’ competitiveness, growth, and profitability. The platform is central to Lexasure’s digital strategy, in conjunction with Passport, the platform’s B2C customer......
Williston Financial Group Acquires West Coast Local Retail Title Operations from Doma
Finance InsurTech News

Williston Financial Group Acquires West Coast Local Retail Title Operations from Doma

Business Wire
Transaction helps drive Doma’s new singular strategy and refined focus on its core technology and underwriting business, and supports WFG’s growth initiative by significantly expanding the company’s operational presence in the vital Northern and Central California regions Doma Holdings, Inc., a leading force for disruptive change in the real estate......
Nassau Financial Group Becomes Signatory to United Nations-supported Principles for Responsible Investment
Investment Services News

Nassau Financial Group Becomes Signatory to United Nations-supported Principles for Responsible Investment

Business Wire
Nassau Financial Group, L.P. announced that it has become a signatory of the United Nations-supported Principles for Responsible Investment. The PRI is an international organization that works to promote the incorporation of environmental, social, and corporate governance factors (“ESG”) into investment decision-making. “These Principles provide us with a practical framework......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Risk Strategies Acquires Parady Financial Group
News Risk Management

Risk Strategies Acquires Parady Financial Group

GlobeNewswire
Adds to specialty capabilities of National Financial and Wealth Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition......
Banking Economy Markets News

SVB Financial Group, Parent Of SVB Bank, Declares Bankruptcy.

Fintech Staff Writer
SVB Financial Group has petitioned the United States Bankruptcy Protection Court for the Southern District of New York for a court-supervised Chapter 11 reorganisation. The business looks to sell its assets. The funds and general partner companies of SVB Securities and SVB Capital were not included in the Chapter 11......
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