Search Results for: insurance group

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance
InsurTech News

Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance

Fintech News Desk
by Fintech News Desk0
Denver-based IMO will benefit from the security, scalability and resources that Integrity partnership provides as it works to serve the complex financial needs of more Americans Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services
News Security

Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services

Fintech Analyst
by Fintech Analyst0
Entreda’s All-In-One Monitoring and Protection Program To Enhance Network Security For Texas-Based RIA Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Houston, Texas-based Saxon Financial Group, which oversees $440 million in client assets, has elected Entreda to provide their 18......
Phoenix Court Group Introduces $500Million in New Funds to Support Founders From Seed to the Public Markets and Beyond
Fintech Funding News

Phoenix Court Group Introduces $500Million in New Funds to Support Founders From Seed to the Public Markets and Beyond

Fintech News Desk
by Fintech News Desk0
Solar and Basecamp will further extend the support offered by LocalGlobe and Latitude funds to founders building global tech businesses Phoenix Court Works Foundation sits at the heart of building a new vision for innovation with impact Phoenix Court Group, the early stage European venture capital investor, introduces $500m in......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
JAB Pet Insurance Business to Acquire Global Pet Insurance Operations of Fairfax Financial, Expanding Its Presence in the Fast-Growing Industry
InsurTech News

JAB Pet Insurance Business to Acquire Global Pet Insurance Operations of Fairfax Financial, Expanding Its Presence in the Fast-Growing Industry

Fintech News Desk
by Fintech News Desk0
Fairfax Also to Make Significant Investment in JAB’s Latest Consumer Fund, which will Include Pet Insurance as a Core Part of its Portfolio JAB Holding Company (“JAB”) and Fairfax Financial Holdings Limited announced a transformational strategic partnership, in which JAB’s pet insurance business has agreed to acquire all of Fairfax’s interests......
Michael Ganucheau Leads Service to High Net Worth Clients for Dempsey & Siders Insurance Agency
InsurTech News

Michael Ganucheau Leads Service to High Net Worth Clients for Dempsey & Siders Insurance Agency

Fintech News Desk
by Fintech News Desk0
Dempsey & Siders Insurance Agency, Inc. is pleased to announce that Michael Ganucheau, licensed insurance agent, is leading the agency as a Sales Executive, focused on managing the personal insurance needs of high net worth and affluent clients. Latest Fintech News: Habi Raises $75 Million in Additional Credit Lines One Month......
Axa Xl Adds Commercial E&O Insurance Underwriting Expertise in the US
InsurTech News

AXA XL Adds Commercial E&O Insurance Underwriting Expertise in the US

Fintech News Desk
by Fintech News Desk0
To meet service professionals continued demand for professional liability protection, AXA XL is growing its Commercial Errors & Omissions (E&O) insurance team in the US with the additions of Melissa Sowa as Sr. Vice President, Underwriting Manager Miscellaneous Professional Liability; John C. Birkhofer as Vice President, Sr. Underwriter Professional Liability; and Michelle Anderson as E&O Senior......
SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
by Fintech News Desk0
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
FullCircl Releases Company Group Explorer
B2B News

FullCircl Releases Company Group Explorer

Fintech News Desk
by Fintech News Desk0
A Unique Way to Visualise and Explore Company Hierarchies for Easier Onboarding and Risk Management FullCircl, the Customer Lifecycle Intelligence (CLI) platform that helps B2B companies in financially regulated industries do better business faster, is delighted to announce the launch of its new Company Group Explorer, a visual way to discover......
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