Search Results for: broker

Policygenius and Labyrinth Financial Services Announce Partnership
InsurTech Investment Services News

Policygenius and Labyrinth Financial Services Announce Partnership

PR Newswire
by PR Newswire0
Policygenius and Labyrinth Financial Services (LFS) announced a partnership that leverages Policygenius’ term life fulfillment platform Policygenius Pro to streamline term life insurance for LFS partners and simplify the application process for clients. Policygenius Pro is a turnkey partnerships platform that helps advisors and financial professionals simplify the life insurance application......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
Ryan Specialty Signs Definitive Agreement To Acquire ACE Benefit Partners
Fintech InsurTech News

Ryan Specialty Signs Definitive Agreement To Acquire ACE Benefit Partners

Business Wire
by Business Wire0
Ryan Specialty, a leading international specialty insurance firm, is pleased to announce it has signed a definitive agreement to acquire certain assets of ACE Benefit Partners, . (“ACE”), a medical stop loss general agent. ACE is headquartered in Eagle, Idaho and was founded in 2014. Latest Fintech Interview: Global Fintech......
Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
Caliber Announces Expansion of Capital Markets Initiatives
Capital Markets Investment Services News

Caliber Announces Expansion of Capital Markets Initiatives

Business Wire
by Business Wire0
Hires Skyway Capital Markets for Managing Dealer Services CaliberCos Inc., a leading vertically integrated alternative asset manager,  announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal wholesale team to the......
B2B News Trading

Swiss Technology from Wintrado Conquers the Forex Market

PR Newswire
by PR Newswire0
Wintrado Technologies, a leading Swiss financial software provider based in Lucerne, has made a name for itself by developing innovative Swiss-labelled B2B software solutions for the global financial market. Since its foundation in 2017, the company has expanded its presence in five countries and developed an impressive range of software......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Pico Announces Corvil Cloud Analytics for Crypto Trading on AWS
News Trading

Pico Announces Corvil Cloud Analytics for Crypto Trading on AWS

GlobeNewswire
by GlobeNewswire0
Pico, a leading global provider of mission-critical technology services, software, data and analytics for the financial markets community, announced the availability of its Corvil Cloud Analytics solution tailored to maximize performance and provide service assurance visibility in crypto trading environments. Pico’s Corvil Analytics has been a trusted partner in the financial industry for......
Citizens and Allegiant Forge Strategic Partnership to Deliver White-Label Products to the Fast-Growing Final Expense Agency Market
Finance InsurTech News

Citizens and Allegiant Forge Strategic Partnership to Deliver White-Label Products to the Fast-Growing Final Expense Agency Market

PR Newswire
by PR Newswire0
Citizens, Inc., a diversified financial services company providing life, living benefits and final expense insurance, announced that it has entered a white-label partnership with Allegiant Wealth Group, a financial services firm that helps families protect and preserve their financial future. Through this partnership, Allegiant will sell Citizens’ final expense insurance......
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