Search Results for: financial broker platform

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
Parsonex Enterprises Announces Plans to Merge Four Broker Dealers
Fintech News

Parsonex Enterprises Announces Plans to Merge Four Broker Dealers

Fintech News Desk
Liberty Partners Financial Services and Modern Capital Securities Join Forces with Parsonex to Enhance Services for Financial Representatives and Clients. Parsonex Enterprises announced plans to merge its two broker dealers with Modern Capital Securities and Liberty Partners Financial Services, pending approval by regulators.  The combined firm will have approximately $1.5 billion of......
CoinShares Announces Free-To-Trade and Savings Plan Agreements In Partnership With S Broker
Capital Markets Digital Asset Management News

CoinShares Announces Free-To-Trade and Savings Plan Agreements In Partnership With S Broker

Fintech News Desk
CoinShares becomes the first pure-play digital asset ETP provider to partner with S Broker CoinShares First North Growth Market:  Europe’s largest and longest standing digital asset investment firm with over US$6bn in AUM, announced a free-trading agreement with S Broker for our physically-backed crypto ETPs. The agreement is the first of its kind with......
NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform
Finance Investment Services Investments News

NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform

Fintech News Desk
NFP’s employer clients can now offer their employees access to more financial tools and investment offerings through the MoneyLion platform NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement and individual solutions, and MoneyLion (NYSE:ML), an award-winning, data-driven, digital financial platform, announced an expansion......
Atom Finance Expands Enterprise Partnership with Inter, the Brazilian Multi-Service Digital Platform, to Include US Equities
Fintech News

Atom Finance Expands Enterprise Partnership with Inter, the Brazilian Multi-Service Digital Platform, to Include US Equities

Fintech News Desk
The modern investment research platform has expanded upon its previous partnership, which was initially limited to the Brazil equities markets, after seeing initial success. Atom Finance, the consumer software platform providing institutional-quality investment resources, announced the addition of US equities to their product integration partnership with Inter. The expansion comes as......
Huobi Brokerage Launches Huobi Lending, a New Crypto Lending Business for Institutional Investors
Cryptocurrency News

Huobi Brokerage Launches Huobi Lending, a New Crypto Lending Business for Institutional Investors

Fintech News Desk
Huobi Technology Holdings Limited (“Huobi Tech” or the “Company”, stock code: 1611.HK) announced the launch of Huobi Lending, a cryptocurrency lending service, to meet the financing needs of institutional investors and high net worth individuals. The services will be provided under Huobi Brokerage, a digital asset brokerage platform under Huobi......
EKA Logistics Capital Unlocks Financial Services for Supply Chain SMBs
Fintech News

EKA Logistics Capital Unlocks Financial Services for Supply Chain SMBs

Fintech News Desk
EKA Solutions Inc, the industry leading provider of cloud-based integrated freight management ecosystem for carriers, brokers, and shippers, today announced that it has formed a wholly owned subsidiary, EKA Logistics Capital LLC, to provide working capital financial services to carrier, broker, and shipper SMBs beginning 2022. Latest Fintech Insights: MUFG Names......
Integrity Expands Presence in Midwest with Landmark IMO PIPAC Health & Life Insurance Brokerage
Fintech News

Integrity Expands Presence in Midwest with Landmark IMO PIPAC Health & Life Insurance Brokerage

Fintech News Desk
Rapidly growing IMO will gain access to Integrity’s insurtech platform to enhance their reach and influence in the health and life insurance markets Integrity Marketing Group, LLC (“Integrity”), one of the nation’s leading independent distributors of life, health and wealth products, announced it has acquired PIPAC Health & Life Insurance......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
The Green DeFi Platform Energyfi is About to Launch on Mainnet
DeFi Fintech News

The Green DeFi Platform Energyfi is About to Launch on Mainnet

Fintech News Desk
Quick Take Energyfi is designing green and cost-effective Decentralized Finance by providing a comprehensive set of DeFi features on Energy Web, Avax, Near and Bsc, all while accelerating their adoption. Energyfi raised $200,000.00 in a private token sale. The Green DeFi platform Energyfi is about to be launched on mainnet......
1