Search Results for: broker

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
FOXO Technologies Announces Agreement With Atrio Insurance
InsurTech News

FOXO Technologies Announces Agreement With Atrio Insurance

Business Wire
by Business Wire0
FOXO Technologies, a technology platform company whose products and services seek to address long-standing, core problems within the life insurance industry through epigenetic longevity science, announced that its insurance distribution subsidiary, FOXO LIFE, has engaged Atrio Insurance/Singular Insurance Brokerage, an insurance brokerage general agency offering products and specialty programs throughout......
5Star Life Insurance Company Announces New Venture with Paylogix
Digital Payments News

5Star Life Insurance Company Announces New Venture with Paylogix

Business Wire
by Business Wire0
Partnership targets an enhanced customer experience with integrated HR solutions 5Star Life Insurance Company (5Star Life) announced a new technology-based integration, through the Paylogix Tailored Market Solution, which provides 5Star Life’s customers, agents, and brokers a seamless enrollment and payment experience. Browse more about Interview Insights: Global Fintech Interview with......
TOGGLE AI Introduces Direct Trading Integration in Partnership With Interactive Brokers
Artificial Intelligence News Trading

TOGGLE AI Introduces Direct Trading Integration With Tradestation

Fintech News Desk
by Fintech News Desk0
As a part of TOGGLE’s expanding suite of financial tools and services, TradeStation clients are now able to execute trades using AI tools directly on the TOGGLE platform TOGGLE AI, the intelligent investing dashboard, introduced the expansion of its direct trading integrations with the addition of TradeStation Group, Inc., a......
Novidea Joins WSIA to Help Wholesale and Specialty Insurers Achieve Growth
Cloud InsurTech News

Novidea Joins WSIA to Help Wholesale and Specialty Insurers Achieve Growth

PR Newswire
by PR Newswire0
Novidea, creator of the cloud-based, data-driven enterprise insurance management platform for brokers, agents, MGAs/MGUs, and wholesalers, announced that it has joined the Wholesale and Specialty Insurance Association (WSIA), a non-profit association of professionals dedicated to the wholesale and specialty insurance distribution system. As a WSIA member, Novidea supports the organization’s......
Fathom Holdings Subsidiary, Encompass Lending Group, Expands Texas Operations
Lending News

Fathom Holdings Subsidiary, Encompass Lending Group, Expands Texas Operations

PR Newswire
by PR Newswire0
Elite Financing Group Joins Encompass Lending Group to Strengthen Consumer Lending Footprint Across Texas Fathom Holdings Inc., a national, technology-driven, end-to-end real estate services platform integrating residential brokerage, mortgage, title, insurance, and SaaS offerings for brokerages and agents, announced that its subsidiary, Encompass Lending Group (“Encompass”), has expanded its operations in Texas through......
B2B Cryptocurrency Markets News

Mastercard And Binance Partnership Ends

Fintech Staff Writer
by Fintech Staff Writer0
Decided to part ways Credit card industry giant Mastercard reportedly has severed ties with cryptocurrency exchange Binance. Users in Argentina, Brazil, Bahrain, and Colombia were given access to a Mastercard-branded card as part of the agreement. Many in the cryptocurrency community see this as further evidence that Binance’s regulatory troubles......
William Tessar Launches CV3 Financial Services
Finance News

William Tessar Launches CV3 Financial Services

PR Newswire
by PR Newswire0
CV3 Financial Services, LLC, announced the official launch of the company, a private lender, providing financing for fix-and-flip and rental properties to real estate investors in more than 20 states. The company was founded by William J. Tessar, former President of CIVIC Financial Services. Mr. Tessar is joined by an......
1