Search Results for: advisory service

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
Spring Free EV Adds Automotive, Clean Energy and Financial Services Experts from GM, Rivian and BMW to its Advisory Board
Finance News

Spring Free EV Adds Automotive, Clean Energy and Financial Services Experts from GM, Rivian and BMW to its Advisory Board

Fintech News Desk
by Fintech News Desk0
Industry veterans bring their expertise to the company leading the adoption of electric vehicles as it works to democratize access to affordable fleet financing Spring Free EV, the financial technology company accelerating the adoption of electric vehicles (EVs) through innovative fintech products, announces the addition of five executives to its......
RFG Advisory Enters into Collaboration with CreoValo, the Industry's First Outsourced Investment Bank Referral Service
Banking News

RFG Advisory Enters into Collaboration with CreoValo, the Industry’s First Outsourced Investment Bank Referral Service

Fintech News Desk
by Fintech News Desk0
CreoValo’s proprietary database of 6,000 investment banks will help RFG advisors identify investment bankers who can best serve the needs of their clients. RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, has entered into a collaboration with CreoValo, the industry’s first outsourced investment bank referral service for......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
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......
B. Riley Expands Corporate Advisory & Valuation Services Practice
Finance News

B. Riley Expands Corporate Advisory & Valuation Services Practice

Fintech News Desk
by Fintech News Desk0
Business Valuation Experts, Dave Bookbinder and Quinn Shearer, join B. Riley Advisory Services B. Riley Financial announced the expansion of its Corporate Advisory and Valuation Services practice with the addition of Dave Bookbinder and Quinn Shearer to B. Riley Advisory Services. Bookbinder and Shearer bring significant business and intangible asset valuation expertise, serving strategic corporate finance......
ISG Offers New Advisory and Risk Management Service to Support Modern Slavery Reporting and Compliance
News Risk Management

ISG Offers New Advisory and Risk Management Service to Support Modern Slavery Reporting and Compliance

Fintech News Desk
by Fintech News Desk0
Service leverages ISG GovernX® platform to help enterprises map and monitor supply chains With legislation prohibiting modern slavery in place in six countries and the state of California—and expected in additional countries soon—Information Services Group, a leading global technology research and advisory firm, announced the launch of a dedicated advisory......
Hello Pal Engages Maxim Group LLC for Potential NASDAQ Listing and Advisory and Investment Banking Services
Banking Investments News

Hello Pal Engages Maxim Group LLC for Potential NASDAQ Listing and Advisory and Investment Banking Services

Fintech News Desk
by Fintech News Desk0
Hello Pal International Inc., a provider of rapidly growing international live-streaming, language learning and social-crypto platform, is pleased to announce the engagement of Maxim Group LLC (“Maxim”) for general advisory and investment banking services in connection with a potential up-listing of Hello Pal’s common shares on the NASDAQ Capital Market......
AdviserSource Acquires Financial Services App Provider Advisory Equity
Fintech News

AdviserSource Acquires Financial Services App Provider Advisory Equity

Fintech News Desk
by Fintech News Desk0
Fintech Fund II, LLLP provides growth capital to AdviserSource.com, LLC for acquisition of succession planning and valuation app provider Advisory Equity in a deal that closed on July 1, 2021 AdviserSource.com, LLC (“AdviserSource”), a national consulting services firm focused on the financial advisory industry, announces the acquisition of marketplace app......
360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks
Artificial Intelligence Banking Business Fintech News Risk Management

360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks

Fintech News Desk
by Fintech News Desk0
360factors, Inc., the industry leader in risk and compliance intelligence software, and Innovatus Advisory Group (IAG), a prominent risk and compliance advisory firm, announced a joint partnership, combining 360factors’ Predict360 risk and compliance intelligence platform with IAG’s compliance and management consulting services. Read More: Curb Debuts Taxi PaaS Solution with City......
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