Search Results for: Financial Advisor

Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services
Investment Services Lending News

Roc360 Further Expands its Leading Portfolio of Brands with Acquisition of Origination Assets of Civic Financial Services

PR Newswire
by PR Newswire0
Roc Capital Holdings LLC, a vertically integrated platform for residential real estate investors and a leading originator of business-purpose loans nationwide, announced it has purchased the origination assets of Civic Financial Services, a subsidiary of Pacific Western Bank. Under the terms of the transaction, CIVIC, one of the leading institutional......
Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations
Finance InsurTech News

Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations

Business Wire
by Business Wire0
New velocity packs with industry-specific data models, predefined configurations for financial services and insurance significantly accelerate implementation times Reltio, the leading cloud-native, SaaS, modern data management company, makes it possible for companies to gain optimal value from their core data quickly — and thrive — even during turbulent economic times. Now,......
Avivatech LLC Announces CashWare Advisor
Banking Digital Payments News

Avivatech LLC Announces CashWare Advisor

Business Wire
by Business Wire0
A solution engineered to automate cash operations, provide better branch and banking network visibility, and reduce risk and cash costs Avivatech LLC, an innovative software business specializing in cash and check automation solutions for branch banking and retail payment environments, announced the availability of the CashWare Advisor dashboard, reporting and analytics......
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
by Business Wire0
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......
Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank
Banking Finance News

Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank

Business Wire
by Business Wire0
Partnership with Ameriprise Financial expands Happy’s offering and enhances its ability to help more clients reach their financial goals Ameriprise Financial announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
by PR Newswire0
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
VCI Global Expands Business Advisory Practice into Capital Markets Sector
Capital Markets News Trading

VCI Global Expands Business Advisory Practice into Capital Markets Sector

GlobeNewswire
by GlobeNewswire0
VCI Global to introduce clients to Upstream for secondary trading on a digital-first market VCI Global Limited announced it has signed a Partnership Agreement with Horizon Fintex Advisors, Ltd., a registered sponsor advisor to Upstream, a MERJ Exchange securities market. This HFA partnership works to add immense value to VCI......
Penny Finance Signals a New Era for Women With Their AI-powered Financial Platform
Finance News

Penny Finance Signals a New Era for Women With Their AI-powered Financial Platform

PR Newswire
by PR Newswire0
Watch out, financial advisors: 6,000 women already lean on Penny’s expertise for financial mentorship Penny Finance, the first online financial mentorship platform for women, announces the launch of an all-in-one community feature. The new community feature provides a welcoming space for women where they can come together and share advice......
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