Search Results for: broker

LeaseQuery’s LeaseGuru Named Among Accounting Today’s Top New Products
Business Fintech News

LeaseQuery Recognized as One of Atlanta’s Top 5 Fastest-Growing Companies, No. 2 in Technology

Fintech News Desk
Atlanta Business Chronicle shines a spotlight on LeaseQuery, recognizing its leadership and influence in lease accounting technology LeaseQuery, a leading provider of purpose-built lease accounting software, was ranked as one of Atlanta’s fastest-growing companies by the Atlanta Business Chronicle’s Pacesetter Awards. LeaseQuery ranked second in the technology category and fifth overall out......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Assessing Next Financial Steps When Coronavirus Relief Programs End

Fintech News Desk
National nonprofit credit counseling agency Take Charge America offers guidance for Americans still struggling from COVID-19 As the government debates additional aid for Americans impacted by the pandemic, many of the initial relief programs have expired or will do so in the coming weeks, leaving many people seeking additional solutions......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech News

Union Home Mortgage Servicing Portfolio Surpasses $10 Billion in Responsible Lending

Fintech News Desk
After strategic pivot, the company has built its portfolio in just 5 years Union Home Mortgage announced today its mortgage servicing portfolio eclipsed the $10 billion mark for the first time in the company’s history. Union Home Mortgage now services the loans of more than 60,000 families nationwide. The milestone......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
Prudential Financial,
Fintech News

Prudential Financial to sell Prudential of Taiwan to Taishin Financial

Fintech News Desk
Prudential Financial, announced that it has entered into a definitive agreement with Taishin Financial Holding Co., Ltd., a leading Taiwan-based financial institution, to sell Prudential Life Insurance Company of Taiwan Inc. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Under the terms of the agreement,......
Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions
Business Fintech News

Wolters Kluwer Lien Solutions Hosts Webinar on Lender Best Practices to Manage Looming Auto Repossessions

Fintech News Desk
August 19 event offers lenders insights into best practices given new economic environment(Wolters Kluwer ) Wolters Kluwer Lien Solutions business is hosting an informational webinar, “Auto Repossessions Avalanche is Coming: Are You Ready?” to share insights with lenders on managing their motor vehicle liens in preparation for higher loan defaults and......
Liberty Mutual Selects CoreLogic for Deployment of New Property Estimation Platform
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Clouds on The Horizon for Many U.S. Homeowners: Overall Delinquency Rates Beginning to Climb, According to CoreLogic Loan Performance Insights Report

Fintech News Desk
CoreLogic, a leading global property information, analytics and data-enabled solutions provider, today released its monthly Loan Performance Insights Report for May 2020. On a national level, 7.3% of mortgages were in some stage of delinquency (30 days or more past due, including those in foreclosure). This represents a 3.7-percentage point......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Fintech Investment Services News Trading

JMP Group Announces Changes in Sales and Trading Leadership

Fintech News Desk
JMP Group LLC, an investment banking and alternative asset management firm, today announced changes in the management of the institutional brokerage division at JMP Securities. James O’Day has been named head of institutional sales, and Charles Sweeney, JMP Securities’ director of sales and trading, has been appointed to JMP Group’s operating......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues European Expansion

Fintech News Desk
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the hiring of Arthur van der Goes. Van der Goes joins the global Consumer and Retail investment banking team as a......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Jefferies Announces Co-brand Partnership With Regis Partners in the Philippines

Fintech News Desk
Jefferies Hong Kong Limited today announced that it has established a co-brand agreement with Regis Partners, Inc. for the cash equities business in the Philippines. Under the agreement, Jefferies will distribute equity research on companies in The Philippines on a co-branded basis to Jefferies’ global client base. Additionally, Regis Partners......
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