Search Results for: advisory firm

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners
Investment Services News

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners

PR Newswire
The strategic capital will further RFG’s commitment to fueling the success of its independent advisor community. RFG Advisory, an innovative and fast-growing platform for independent advisors, announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial......
BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand
Banking Investment Services News

BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand

Business Wire
BTIG announced that John Bertrand has joined the firm as a Managing Director within Investment Banking’s Debt Capital Advisory Group. Based in the New York office, Mr. Bertrand will support the firm’s efforts to originate, structure, and execute debt financing for corporate issuers and financials sponsors. Latest Fintech Interview: Global......
Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets
Finance News

Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets

Business Wire
Six founding partners have advised clients and broken news on the highest profile M&A, shareholder activism and crisis matters of the last 20 years Collected Strategies LLC, an independent advisory firm, launches to provide a new alternative for clients who demand leading financial communications, media relations and stakeholder engagement strategies.......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Worldpay From FIS and Affirm Team up to Expand Pay-Over-Time Solutions That Help Merchants Drive Growth
Digital Payments News

Worldpay From FIS and Affirm Team up to Expand Pay-Over-Time Solutions That Help Merchants Drive Growth

Business Wire
Multi-year partnership enables Worldpay clients to seamlessly integrate Affirm and offer flexible and transparent payment options Affirm, the payment network that empowers consumers and helps merchants drive growth, and global financial technology leader Worldpay from FIS, announced a multi-year partnership that will make Affirm’s Adaptive Checkout available to all eligible......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Swiss Firms Bank on Microsoft to Help Accelerate Change
Cloud News

Swiss Firms Bank on Microsoft to Help Accelerate Change

Business Wire
Relatively late adoption of Azure Cloud points to rapid, user-driven expansion in Switzerland’s IT market, ISG Provider Lens report says Swiss enterprises are cautiously pursuing cloud-first and cloud-native strategies, including adopting Microsoft’s Azure public cloud, according to a new research report published by Information Services Group (ISG) (Nasdaq: III), a leading......
MultiPlan Acquires Leading Healthcare Data and Analytics Firm Benefits Science
Analytics Artificial Intelligence News

MultiPlan Acquires Leading Healthcare Data and Analytics Firm Benefits Science

Fintech News Desk
Ushers in a new era of the company, accelerates launch of new Data & Decision Science service line with a world-class data & analytics platform and team at BST MultiPlan Corporation, a leading provider of technology and data-enabled cost management, payment, and revenue integrity solutions to the U.S. healthcare industry,......
CampusGuard's Payment Advisory Services Transforms to Treasury Solutions
Digital Payments News

CampusGuard’s Payment Advisory Services Transforms to Treasury Solutions

PR Newswire
CampusGuard, a full-service cybersecurity and compliance services firm, is announcing its Payments Advisory Services offering has been renamed to Treasury Solutions to better align with the capabilities it offers. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac “We opted......
Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms
Digital Asset Management News

Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms

Business Wire
Linedata extends its APAC offerings to include private equity, private credit, specialized and structured credit, and services for allocators and aggregators Linedata, a global provider of asset management and credit technology data and services, announced the expansion of its services capabilities and offerings in the Asia-Pacific (APAC) region. Linedata has......
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