Search Results for: Financial Group

MSCI Announces Strategic Alliance With Menai Financial Group
Digital Asset Management News

MSCI Announces Strategic Alliance With Menai Financial Group

Fintech News Desk
Menai to provide advice to MSCI in connection with its development of digital asset solutions for institutional investors MSCI Inc., a leading provider of critical decision support tools and services for the global investment community, announced its collaboration with Menai Financial Group, a leading provider of institutional-grade digital asset investment......
Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy
InsurTech News

Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy

Fintech News Desk
Purchase of Minneapolis-Based Insurance Brokerage Agency and InsureTech Firm Positions Highland to Support Financial Professionals and Direct-to-Consumer Channels Highland Capital Brokerage, a national life insurance and annuity distribution company and subsidiary of Advisor Group, announced the acquisitions of Hallett Financial Group, an independent insurance brokerage agency based in Minneapolis, as......
BMO Financial Group Announces Expansion of Commercial Banking Operations
Banking News

BMO Financial Group Announces Expansion of Commercial Banking Operations in Florida

Fintech News Desk
Team focused on providing mid-market customers throughout the state with access to BMO’s full array of financial services and industry expertise BMO Financial Group has expanded its commercial banking operations in Florida, announcing new leaders in South Florida, West Florida and Central/North Florida regions. The Florida commercial banking team will continue to be overseen by Marty......
Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
BMO Financial Group Accelerates North American Growth with Strategic Acquisition of Bank of the West
Banking News

BMO Financial Group Accelerates North American Growth with Strategic Acquisition of Bank of the West

Fintech News Desk
Expansion to major new U.S. geographies, including highly attractive California market, a natural next step in BMO’s North American growth strategy BMO Financial Group, and its indirect wholly-owned Chicago-based subsidiary BMO Harris Bank N.A., announced the signing of a definitive agreement with BNP Paribas to acquire Bank of the West and its subsidiaries,......
SVB Financial Group Acquires Technology Equity Research Firm MoffettNathanson LLC
Fintech News

SVB Financial Group Acquires Technology Equity Research Firm MoffettNathanson LLC

Fintech News Desk
Acquisition expands SVB’s Tech Investment Banking Capabilities SVB Financial Group, the parent of Silicon Valley Bank, announced its continued expansion into technology investment banking with the acquisition of MoffettNathanson LLC, a New York-based independent sell-side research firm known for its coverage of high-growth, disruptive companies in the Media, Communications and Technology sectors. The acquisition enables SVB’s......
Hub International Strengthens Employee Benefits And Retirement Capabilities With Acquisition Of Certain Assets Of Benefit Partners Group, Llc And Benefit Partners Financial Group, Llc In Illinois
Fintech InsurTech News

Hub International Strengthens Employee Benefits And Retirement Capabilities With Acquisition Of Certain Assets Of Benefit Partners Group, Llc And Benefit Partners Financial Group, Llc In Illinois

Fintech News Desk
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired certain assets of Benefit Partners Group, LLC and Benefit Partners Financial Group, LLC (collectively, Benefit Partners Group). Terms of the transaction were not disclosed. Latest Fintech Insights: Coinswitch Kuber Appoints Industry Veteran......
CNO Financial Group Selects 2021 Holiday And New Year's Card Winner
Fintech News

CNO Financial Group Selects 2021 Holiday And New Year’s Card Winner

Fintech News Desk
CNO Financial Group recently unveiled the 2021 winner of the third annual corporate holiday and New Year’s card competition. This year’s winner, Ram Srivatsa (10) is the son of associate Harsha Venkatesha, Principal Pega Lead System Architect in Carmel, Ind., Latest Fintech Insights: Datavault Contracts With Agri-Fintech Company Tingo To Deliver Data Revenue......
Populus Financial Group Announces New President and Chief Financial Officer
Banking News

Populus Financial Group Announces New President and Chief Financial Officer

Fintech News Desk
Populus Financial Group, Inc., a leading provider of digital and retail financial services, announces the promotion of Melanie Few to President and Spencer Williams to Executive Vice President, Chief Financial Officer.  Jay Shipowitz continues as Chief Executive Officer and Chairman of the Board. Latest Fintech Insights: MyGate Acquires MyCommunity Genie To Strengthen Community Commerce Play Sue Pressler will......
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