Search Results for: Financial Advisor

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
B. Riley Expands Corporate Advisory & Valuation Services Practice
Finance News

B. Riley Expands Corporate Advisory & Valuation Services Practice

Fintech News Desk
by Fintech News Desk0
Business Valuation Experts, Dave Bookbinder and Quinn Shearer, join B. Riley Advisory Services B. Riley Financial announced the expansion of its Corporate Advisory and Valuation Services practice with the addition of Dave Bookbinder and Quinn Shearer to B. Riley Advisory Services. Bookbinder and Shearer bring significant business and intangible asset valuation expertise, serving strategic corporate finance......
(RED) Partners With Leading Financial Institutions To Call A CODE (RED) On COVID-19
Fintech News

(RED) Partners With Leading Financial Institutions To Call A CODE (RED) On COVID-19

Fintech News Desk
by Fintech News Desk0
Bank of America, American Express®, Citi and PayPal join forces with (RED) to provide lifesaving COVID-19 relief to countries most in need (RED) has brought together leaders in the financial services sector to call a CODE (RED) on the COVID-19 pandemic, raising money to support urgent and equitable access to......
Antarctica Advisors Acts as Exclusive Investment Banking Advisor to Northern Wind Inc. in its 100% Sale to ACON Investments, LLC
Banking Investments News

Antarctica Advisors Acts as Exclusive Investment Banking Advisor to Northern Wind Inc. in its 100% Sale to ACON Investments, LLC

Fintech News Desk
by Fintech News Desk0
Antarctica Advisors LLC, the leading Seafood Industry-focused M&A advisory firm, acted as the exclusive investment banking advisor to Northern Wind Inc. (“Northern Wind”), one of the leading scallop processors in the US, in its sale to ACON Investments LLC (“ACON”), a Washington, DC private equity fund with global presence and over $6.0 billion in raised capital. The acquisition......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
by Fintech News Desk0
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services
Fintech News

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services

Fintech News Desk
by Fintech News Desk0
Acquisition of Gainfully accelerates transition to full spectrum marketing White Glove, a portfolio company of Rockbridge Growth Equity and fintech marketing company specializing in client acquisition services for financial advisors, announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial services......
Asset Management Veteran Robert Nestor Named Global Senior Advisor for Qraft Technologies
Fintech News

Asset Management Veteran Robert Nestor Named Global Senior Advisor for Qraft Technologies

Fintech News Desk
by Fintech News Desk0
Former BlackRock and Vanguard Executive Joins Artificial-Intelligence-Driven ETF and Financial Technology Firm AI-enabled fintech company Qraft Technologies (“Qraft”) announced that Robert Nestor, CFA, will join the firm as a Global Senior Advisor. Nestor brings over 30 years of industry experience and will guide the Qraft team in matters related to business strategy......
Scott Hoy to join Greenhill in Melbourne as a Managing Director and Head of Financial Services for Asia-Pacific
Banking Fintech Investments News

Scott Hoy to join Greenhill in Melbourne as a Managing Director and Head of Financial Services for Asia-Pacific

Fintech News Desk
by Fintech News Desk0
Greenhill & Co., Inc., a leading independent investment bank, announced today that Scott Hoy will join the Firm as a Managing Director and Head of Financial Services for Asia-Pacific. Mr. Hoy has 30 years of M&A and finance experience focused on global financial institutions.  He is currently Head of Group M&A at ANZ......
Capital Investment Companies Expands the Financial Leadership Immersion Program
Fintech Investments News

Capital Investment Companies Expands the Financial Leadership Immersion Program

Fintech News Desk
by Fintech News Desk0
Capital Collaborates with the NC State University Poole College of Management Capital Investment Companies, one of the largest independent financial services and brokerage firms in the Southeastern United States, in collaboration with the NC State University Poole College of Management, is pleased to announce the expansion of the Financial Leadership......
The AIF Institute Launches the Center for Financial Innovation with Coinbase Joining as a Founding Faculty Member
Digital Asset Management Fintech News

The AIF Institute Launches the Center for Financial Innovation with Coinbase Joining as a Founding Faculty Member

Fintech News Desk
by Fintech News Desk0
The AIF Institute officially launched its fourth Center of Excellence, the Center for Financial Innovation, at AIF’s 6th annual European Investor Forum, with an audience of leading investors across Europe and globally. The Center’s kickoff session facilitated a discussion of digital assets in investment programs, at a time when Chief Investment Officers (CIOs)......
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