Search Results for: Financial Advisor

Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management
Digital Asset Management Fintech News

Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management

Fintech News Desk
by Fintech News Desk0
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions Smart, a global retirement technology provider that offers modular ways for financial institutions, including recordkeepers, advisors, and asset managers to build scalable, customized retirement solutions, announced it has agreed to......
Miller Kaplan Names Three New Partners
Business Fintech News

Miller Kaplan Names Three New Partners

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce that three distinguished professionals—Qiva Dinuri, J.D., LL.M. Taxation; Nicky Lipset, CPA, M.S. Taxation; and Gustavo Valle, CPA, MBA—have been promoted to Partner. Latest Fintech Insights: Barclays Announces Changes To the CIBC Atlas Select MLP Index “Additionally, internally, I am......
Parthenon Capital To Acquire RSM’s Wealth Management Practice
Capital Markets Digital Payments News

Parthenon Capital To Acquire RSM’s Wealth Management Practice

Fintech News Desk
by Fintech News Desk0
Parthenon to prioritize investments in firm’s client service, people and growth RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced they have entered into an agreement for Parthenon to......
TA Associates Announces Global Investment Staff Promotions
Fintech Investments News

TA Associates Announces Global Investment Staff Promotions

Fintech News Desk
by Fintech News Desk0
TA Associates, a leading global growth private equity firm, announced promotions earned by investment staff members in TA’s Boston, Menlo Park, London, Mumbai and Hong Kong offices, effective January 1, 2022. Latest Fintech Insights: MaiCoin Group Launches Taiwan’s First Carbon Credit-Backed NFTs on Its New Social Impact NFT Platform, the Common......
AXIS Announces Leadership Transition Within Insurance Segment
InsurTech News

AXIS Announces Leadership Transition Within Insurance Segment

Fintech News Desk
by Fintech News Desk0
AXIS Insurance CEO Peter Wilson to Depart Company at End of Year; Vincent C. Tizzio Appointed Senior Advisor – Insurance Market Strategy and Future CEO of AXIS Insurance AXIS Capital Holdings Limited, announced a planned executive transition within the Insurance segment. Specifically: “We’re coming off of a year where AXIS......
Harris Williams Advises America’s Auto Auction and Auction Credit Enterprises on Their Sale to XLerate Group
Investments News

Harris Williams Advises America’s Auto Auction and Auction Credit Enterprises on Their Sale to XLerate Group

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised America’s Auto Auction (AAA) and Auction Credit Enterprises (ACE), portfolio companies of Trinity Hunt Partners (Trinity Hunt), on their sale to XLerate Group (XLerate), a portfolio company of Brightstar Capital Partners (Brightstar). AAA is a leading......
The Rise of Metaverse Fuels DeFi, Crypto, and Blockchain
Blockchain Cryptocurrency DeFi News

The Rise of Metaverse Fuels DeFi, Crypto, and Blockchain

Fintech News Desk
by Fintech News Desk0
FN Media Group Presents Microsmallcap.com Market Commentary Metaverse, a digital place where people work, play, and socialize, could soon be upon us with Facebook (now called Meta) leading the way. But like any breakthrough industry, there is rarely one party that rises to meet the future. One company, Wolf3D raised......
CIBC Adds Equipment Finance To Their Commercial Banking Services
Banking Capital Markets Finance News

CIBC Adds Equipment Finance To Their Commercial Banking Services

Fintech News Desk
by Fintech News Desk0
CIBC announced its new Equipment Finance team within its US Commercial Banking group, its 16th specialty banking area. Latest Fintech Insights: Red Dot Payment Selects Radar Payments By BPC To Take On Global eCommerce Fraud Prevention “At CIBC, we know how important machinery and equipment are in order to successfully deliver products......
Texas Partners Bank partners with Legacy Mutual Mortgage
Mortgage News

Texas Partners Bank partners with Legacy Mutual Mortgage

Fintech News Desk
by Fintech News Desk0
Texas Partners Bank announced a partnership in Legacy Mutual Mortgage with key executives of Legacy. The acquisition of the partnership interests of Legacy provides Texas Partners Bank, whose members include The Bank of San Antonio, The Bank of Austin, and Texas Hill Country Bank, with a comprehensive mortgage platform broadening......
Xcelerate Acquires Controlling Interest In AfiyaSasa Africa
Business Capital Markets News

Xcelerate Acquires Controlling Interest In AfiyaSasa Africa

Fintech News Desk
by Fintech News Desk0
Xcelerate, Inc. announced it has signed a Membership Interest Purchase Agreement to acquire a 51% interest in AfiyaSasa Africa, LLC, (“ASA”) a start-up medical technology and virtual health company that the Company believes is uniquely positioned to help patients in developing countries meet their medical needs by extending the reach......
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