Search Results for: Wealth Advisory

Mesirow Selected to Join Farm Credit Dealer Group
Finance Fintech Funding News

Mesirow Selected to Join Farm Credit Dealer Group

Fintech News Desk
by Fintech News Desk0
Firm joins premier group of Bond Dealers and Banks selected to support the financial needs of rural communities and U.S. agriculture Mesirow, an independent, employee-owned financial services firm, announced that the firm has been selected as the newest member in the Bond and Designated Discount Note Selling Groups of the......
Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland
Fintech InsurTech News

Hub International Enhances Employee Benefits and Retirement Services With Acquisition of Raffa Financial Services, INC. In Maryland

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired Raffa Financial Services, Inc. (Raffa Financial Services). Terms of the transaction were not disclosed. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Headquartered in Rockville, Maryland, Raffa Financial Services is an insurance and......
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......
LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
BTIG Appoints Michael Karmiol Head of Healthcare Equity Capital Markets
Capital Markets News

BTIG Appoints Michael Karmiol Head of Healthcare Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
BTIG announced that Michael Karmiol has been appointed the new Head of Healthcare Equity Capital Markets at BTIG. Mr. Karmiol will be focused on capital markets opportunities for corporate and institutional clients across the healthcare sector. In his new position within the firm’s Equity Capital Markets unit, Mr. Karmiol will report......
First Western Financial, Inc. Completes Acquisition of Teton Financial Services
Banking News

First Western Financial, Inc. Completes Acquisition of Teton Financial Services

Fintech News Desk
by Fintech News Desk0
Merger brings added scale, expanded product mix, and increased lending opportunities to the Wyoming market First Western Financial, Inc., parent company of First Western Trust Bank, (the Bank), announced the completion of its acquisition of Teton Financial Services, Inc. (Teton Financial Services), parent company of Rocky Mountain Bank, effective December......
Citi Announces Agreement to Sell Philippines Consumer Bank to UnionBank of the Philippines
Banking Capital Markets News

Citi Announces Agreement to Sell Philippines Consumer Bank to UnionBank of the Philippines

Fintech News Desk
by Fintech News Desk0
Citi Continues to Execute on Global Consumer Bank Strategic Actions Citi announced it has reached agreement with UnionBank of the Philippines on the acquisition of Citi’s consumer banking franchise in the Philippines. The transaction covers Citi’s local credit card, unsecured lending, deposit and investment businesses, as well as Citicorp Financial......
Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year
Finance News

Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year

Fintech News Desk
by Fintech News Desk0
Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced – capped with the addition of a new financial advisory team led by M. Kent Welborn, CFP, CEPA, AEP, CLU, and......
Galway Holdings Announces Acquisition of Simatree
Analytics News

Galway Holdings Announces Acquisition of Simatree

Fintech News Desk
by Fintech News Desk0
Provides New Level of Consulting and Analytics Capabilities Galway Holdings announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA......
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