Search Results for: Financial Advisor

Indagare Offers Luxury Travel Experiences to Bank of America Clients
Banking News

Indagare Offers Luxury Travel Experiences to Bank of America Clients

Fintech News Desk
by Fintech News Desk0
Expanded Loyalty Program Provides Ultra High-Net-Worth Clients Access to World-Renowned Locations Bank of America announced the availability of exclusive travel experiences for ultra-high-net-worth clients through Indagare, a members-only, boutique travel-planning company. The relationship offers clients, including Merrill and Private Bank clients, behind-the-scenes access to unforgettable locations, as well as unique......
Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership
InsurTech News

Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership

Fintech News Desk
by Fintech News Desk0
The Simplicity Group (“Simplicity”) announced the acquisition of Element Insurance Partners (“Element”), an independent insurance brokerage agency based in Omaha, Nebraska. With this deal, Simplicity’s 38th acquisition, Simplicity welcomes Troy Woods as a partner. Mr. Woods will continue to manage the day-to-day business operations of Element, while transitioning to the Simplicity brand. Latest......
Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance
InsurTech News

Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance

Fintech News Desk
by Fintech News Desk0
Denver-based IMO will benefit from the security, scalability and resources that Integrity partnership provides as it works to serve the complex financial needs of more Americans Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced......
Virgin Orbit Names Stephen Zhang as Vice President of Investor Relations
Investment Services News

Virgin Orbit Names Stephen Zhang as Vice President of Investor Relations

Fintech News Desk
by Fintech News Desk0
The new VP of Investor Relations brings to Virgin Orbit years of public company finance experience. He will work closely with investors and advise the leadership team in its recently established role as a publicly listed company. Virgin Orbit is pleased to announce the addition of Stephen Zhang as the......
Jason Hogg Joins Great Hill Partners as Executive-in-Residence
InsurTech News

Jason Hogg Joins Great Hill Partners as Executive-in-Residence

Fintech News Desk
by Fintech News Desk0
Seasoned executive and entrepreneur brings decades of experience managing and growing companies of all stages Great Hill Partners, a private equity firm that invests in high-growth, disruptive companies, announced that Jason Hogg has joined the firm as an Executive-in-Residence (“EIR”). In this role, Mr. Hogg will identify and pursue investment......
G2 Insurance Services Joins Relation Insurance Services
InsurTech News

G2 Insurance Services Joins Relation Insurance Services

Fintech News Desk
by Fintech News Desk0
Transaction brings one of the nation’s leading independent insurance brokerage firms to Relation; will expand national footprint and areas of expertise. Relation Insurance Services one of the largest and fastest-growing national insurance agencies, announcedit has acquired the assets of California-based G2 Insurance Services, LLC (“G2”). The transaction brings an established,......
The FinOps Foundation Announces Fidelity Investments as a Premier Member
Fintech News

The FinOps Foundation Announces Fidelity Investments as a Premier Member

Fintech News Desk
by Fintech News Desk0
Fidelity Joins Other Prominent Foundation Members at Inaugural FinOps X Summit to Educate and Drive Momentum for FinOps Ecosystem The FinOps Foundation, a part of The Linux Foundation’s non-profit technology consortium and focused on advancing the people and practice of cloud financial management, announced today at the inaugural FinOps X Conference in Austin,......
Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Investments News

Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

Fintech News Desk
by Fintech News Desk0
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced that Mick Manning has joined the company as managing director, head of capital markets to facilitate the strategic addition of a new broker-dealer enterprise to support the distribution effort for the company’s real estate and 1031 exchange platforms. Latest......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Lincoln International Adds Tosh Dhanalal as Managing Director
Banking News

Lincoln International Adds Tosh Dhanalal as Managing Director

Fintech News Desk
by Fintech News Desk0
Further Bolsters Firm’s Global Consumer Advisory Expertise Lincoln International, a leading global investment banking advisory firm, is pleased to announce the addition of Tosh Dhanalal as a Managing Director in the firm’s Consumer Group in Los Angeles. Tosh’s extensive expertise with multichannel brands and retailers in the home furnishings and......
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