Search Results for: Financial Advisor

Regions Financial to Build on Capital Markets Growth with Acquisition of Clearsight Advisors
Capital Markets News

Regions Financial to Build on Capital Markets Growth with Acquisition of Clearsight Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition to further expand Regions’ specialty capabilities and M&A advisory services Regions Financial Corp., the parent company of Regions Bank, on Friday announced it has entered into a definitive agreement to acquire Clearsight Advisors, Inc., a leading-edge mergers and acquisitions firm serving clients in the technology, professional services, data and information services,......
eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners
Finance News

eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners

Fintech News Desk
by Fintech News Desk0
In 2021, eMoney added 18 new universities and certified more than 600 participants eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced immense growth of its University Program. In 2021, 18 new universities joined the University Program – for a total of......
Prime Capital Investment Advisors to Join Forces with Financial Network Limited
Investment Services News

Prime Capital Investment Advisors to Join Forces with Financial Network Limited

Fintech News Desk
by Fintech News Desk0
The acquisition expands Prime Capital’s footprint on the East Coast and allows Financial Network Limited to provide more tailored services to clients Prime Capital Investment Advisors (PCIA) has announced its continued strategic expansion on the East Coast with its impending acquisition of Financial Network Limited (FNL). Based in Milford, Connecticut, FNL manages $325......
Advisor360° Welcomes New Chief Financial Officer Saša Zorović
Fintech News

Advisor360° Welcomes New Chief Financial Officer Saša Zorović

Fintech News Desk
by Fintech News Desk0
Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Saša Zorović is joining the company as Chief Financial Officer (CFO). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level “His fintech expertise and entrepreneurial acumen make him......
Hantz Financial Services, Inc. Deploys Riskalyze Elite to All Advisors as the First Firm to Pioneer the New Discovery Feature on the Platform
Fintech News

Hantz Financial Services, Inc. Deploys Riskalyze Elite to All Advisors as the First Firm to Pioneer the New Discovery Feature on the Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze and Hantz Financial Services, Inc. announced an enterprise agreement to become the first to deliver its more than 165 financial consultants’ access to Discovery in Riskalyze Elite. Hantz Financial Services, Inc. chose Riskalyze for its state-of-the-art portfolio analytics, investment research capabilities, and the opportunity to consolidate technology solutions with......
Zoe Financial Announces Partnership With Betterment for Advisors
Finance News

Zoe Financial Announces Partnership With Betterment for Advisors

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a new partnership with Betterment for Advisors, a leading digital wealth management platform Zoe Financial announced today a new partnership with Betterment for Advisors, a leading digital-first wealth management platform for RIAs. The partnership will grant advisors......
Surge Battery Metals Announces Network 1 Financial Securities as its Corporate Advisor and Investment Banker
Banking Investments News

Surge Battery Metals Announces Network 1 Financial Securities as its Corporate Advisor and Investment Banker

Fintech News Desk
by Fintech News Desk0
Surge Battery Metals Inc. is pleased to announce that it has entered into a Corporate Advisory and Investment Banking Agreement with Network 1 Financial Securities, Inc. (“Network 1”) effective October 21, 2021.  Network 1 is an experienced and independent, full-service securities firm headquartered out of Red Bank, New Jersey. Network 1 provides......
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......
oXYGen Financial Opens New Location in Savannah, GA - Headed by Advisor Hugh Hale
Finance Fintech News

oXYGen Financial Opens New Location in Savannah, GA – Headed by Advisor Hugh Hale

Fintech News Desk
by Fintech News Desk0
Atlanta-based oXYGen Financial, one of the pioneers of Generation X and Y financial services, is opening another new location in Savannah, Georgia. oXYGen Financial has more than 1.9 billion dollars under advisement across their six locations. The newest location, to be managed by seasoned financial advisor Hugh Hale, is the latest branch location opened by......
eMoney Advisor Launches Season 3 of 'That Makes Cents' Podcast with Financial Wellness Theme
Finance Fintech News

eMoney Advisor Launches Season 3 of ‘That Makes Cents’ Podcast with Financial Wellness Theme

Fintech News Desk
by Fintech News Desk0
New season introduces financial literacy advocate Mac Gardner as host, adds video format eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, launched the third season of its original podcast “That Makes Cents.” Building on the success of the two previous seasons, which covered personal finance, financial planning,......
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