Search Results for: Wealth Advisory

Hub International Builds Employee Benefits Capabilities With Acquisition of the Assets of JP Griffin Companies in Arizona
Finance News

Hub International Builds Employee Benefits Capabilities With Acquisition of the Assets of JP Griffin Companies

Fintech News Desk
by Fintech News Desk0
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of JP Griffin Companies, LLC (JP Griffin Group). Terms of the transaction were not disclosed. Headquartered in Scottsdale, Arizona, JP Griffin Group is a national employee benefit consulting firm specializing in......
Generational Equity Advises RJS Trading International in its Sale to Private Investor
News Trading

Generational Equity Advises RJS Trading International in its Sale to Private Investor

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client RJS Trading International, LTD to a Private Investor. The transaction closed November 15, 2021. Located in Richmond, British Columbia, RJS Trading International (dba Alamode Home) is a home textile wholesaler. The......
CWA Capital Partners Advises Fast Eddie's Express Car Wash In Sale of Business
Business Fintech News

CWA Capital Partners Advises Fast Eddie’s Express Car Wash In Sale of Business

Fintech News Desk
by Fintech News Desk0
CWA Capital Partners, a leading mergers and acquisitions advisor for privately owned car wash businesses, is pleased to announce the sale of its client Fast Eddie’s Express Car Wash (“Fast Eddie’s”), a Maine-based car wash brand with two locations in Augusta and Brunswick, to an undisclosed buyer. Latest Fintech Insights: Pinnacle Partners Launches $100 Million......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets
Fintech News

SVB Financial Group’s Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
SVB Financial Group, the parent of Silicon Valley Bank, today announced the continued growth of the Tech Investment Banking team with additional hires in the Internet, Consumer / Marketing Software, Fintech, and Enterprise Software sectors along with the formal launch of Technology Leveraged Finance and Equity Capital Markets capabilities. The new hires include......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
New UL IoT Security Starter Kit Helps Improve Manufacturers' Cybersecurity Posture
News Risk Management

New UL IoT Security Starter Kit Helps Improve Manufacturers’ Cybersecurity Posture

Fintech News Desk
by Fintech News Desk0
UL’s full suite of advisory, testing and certification services, including the IoT Security Starter Kit, helps organizations manage their cybersecurity risks and validate their cybersecurity capabilities to the marketplace. UL, the global safety science leader, announced today that it will now offer an Internet of Things (IoT) Security Starter Kit to help......
JLL Arranges $690M Financing for 44-Property Industrial Portfolio
Capital Markets Finance News

JLL Arranges $690M Financing for 44-Property Industrial Portfolio

Fintech News Desk
by Fintech News Desk0
JLL Capital Markets arranged a term loan + revolving credit facility for Blackstone Real Estate Income Trust JLL announced that its Capital Markets group has arranged a $690 million financing for a portfolio of 44 net-leased industrial, office and data center properties totaling 6.85 million square feet in high-growth markets across the......
HSBC Bank Launches New Donor Advised Fund
Banking Fintech News

HSBC Bank Launches New Donor Advised Fund

Fintech News Desk
by Fintech News Desk0
New fund provides HSBC clients with a simple, efficient and flexible way to make charitable contributions HSBC Bank USA introduced the HSBC Donor Advised Fund (HSBC DAF) in collaboration with National Philanthropic Trust (NPT), the largest national and independent charitable sponsor of DAFs. This new program allows HSBC clients to......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
by Fintech News Desk0
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
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