Search Results for: advisory firm

SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company's International Advisory Board
Banking Fintech News

SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company’s International Advisory Board

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, announced that payments veteran and trusted banking advisor Doug Leighton has accepted a non-executive board position on the company’s International Advisory Board. “Joining SRM’s International Advisory Board is a wonderful opportunity.......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
NSAV Retains Leading Investment Banking Firm, MD Global Partners
Banking News

NSAV Retains Leading Investment Banking Firm, MD Global Partners

Fintech News Desk
by Fintech News Desk0
Net Savings Link, Inc. a cryptocurrency, blockchain and digital asset technology company, today announced that the Company has engaged leading Manhattan-based investment banking firm, MD Global Partners (MD Global), to act as its exclusive general financial advisor for strategic corporate planning and investment banking services. Since inception, MD Global has......
Moelis & Company Launches Dedicated Blockchain Advisory Effort
Banking News

Moelis & Company Launches Dedicated Blockchain Advisory Effort

Fintech News Desk
by Fintech News Desk0
John Momtazee to lead Global Blockchain Group; Lou Kerner appointed Senior Advisor to the Group Moelis & Company a leading global independent investment bank, today announced the launch of its Global Blockchain Group which will provide bespoke advisory services to both corporations utilizing blockchain as well as emerging and leading blockchain......
Google’s Cloud Strengths Attracting European Firms
Analytics News

Google Cloud Strengths Attracting European Firms

Fintech News Desk
by Fintech News Desk0
As in the U.S., advanced data management and analytics capabilities drive interest in Google Cloud Platform in Europe, ISG Provider Lens™ report says Google Cloud Platform (GCP) in Europe is largely following U.S. trends, as this relatively new player to the European market finds its place there, according to a......
Prasad Parmeshwaran Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory
Finance News

Prasad Parmeshwaran Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory

Fintech News Desk
by Fintech News Desk0
Lazard Ltd announced that Prasad Parmeshwaran has joined the firm as a Managing Director in the Healthcare Group within Financial Advisory, effective immediately. Based in San Francisco, Mr. Parmeshwaran primarily advises clients on financial matters in the biotechnology and diagnostics sectors. Latest Fintech News: Workday Global Survey Finance and IT Leaders......
SAS is a Leader in Anti-Money laundering, Says Research Firm Report
Finance News

SAS is a Leader in Anti-Money laundering, Says Research Firm Report

Fintech News Desk
by Fintech News Desk0
SAS received the highest score in the current offering category among 15 vendors evaluated AI and analytics titan SAS has been named a Leader in anti-money laundering solutions by Forrester. The Forrester Wave™: Anti-Money-Laundering Solutions, Q3 2022 evaluates the industry’s 15 most significant anti-money laundering (AML) technology providers, assessing and ranking them based......
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