Search Results for: consulting firms

MarshBerry Acquires IMAS Corporate Finance
Finance InsurTech News

MarshBerry Acquires IMAS Corporate Finance

PR Newswire
by PR Newswire0
Expanding MarshBerry’s global reach by acquiring leading U.K. M&A operation. MarshBerry, a global M&A advisory firm for insurance brokers and wealth management firms proudly announced that it has acquired IMAS Corporate Finance LLP (IMAS). IMAS is a leading M&A advisory firm in the United Kingdom (UK) insurance and wealth segments and......
Business Featured Fintech Primers

10 Strategies For Navigating Cashflow Shortages And Slashing Expenses

Pooja Choudhary
by Pooja Choudhary0
What are some readily implementable cost-cutting strategies that can be employed at present? How to slash my expenses? How to manage my cash flows? Is this what you are worried about something? Then you’re on the right track. Without proper management of its finances, operations, and investments, any company, no......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
HCLTech Launches Salesforce-Based Solutions With Advanced GenAI And Data Capabilities
Cloud News

HCLTech Launches Salesforce-Based Solutions With Advanced GenAI And Data Capabilities

Fintech News Desk
by Fintech News Desk0
HCLTech, a leading global technology company, announced the launch of three digital solutions to enhance customer experiences in the healthcare, automotive and financial services industries. Built on the Salesforce platform, the solutions come with advanced AI and data capabilities. HCLTech InFusion Health Proctor is a digital solution that combines the......
B2B Featured Fintech Fintech Primers Fintech Radar

Top 10 Fintech CEO Watchlist

Pooja Choudhary
by Pooja Choudhary0
The financial technology industry is booming, and undoubtedly it’s led by brilliant people. You can keep up with the newest developments in the fintech industry by analyzing what Fintech leaders are actually doing in their workspace, influencing adoption of new tools and strategies. You will also realize the power of......
COMPLY Launches Modern COMPLYance Women Initiative for Women in Regulatory Compliance
Compliance management News

COMPLY Launches Modern COMPLYance Women Initiative for Women in Regulatory Compliance

PR Newswire
by PR Newswire0
Modern COMPLYance Women Aims to Engage Women Professionals Across the Regulatory Industry, Building Connections and Curating Opportunities for Growth COMPLY, the global market leader of compliance software, consulting and education resources for the financial services sector, announced the launch of its women’s initiative “Modern COMPLYance Women” and its flagship event “Connect......
Palm Tree Advises The Neato Company on Debt Financing to Support Rapid Growth
Banking News

Palm Tree Advises The Neato Company on Debt Financing to Support Rapid Growth

PR Newswire
by PR Newswire0
Palm Tree LLC, the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, announced its Investment Banking team advised on a successful debt financing transaction for The Neato Company with funds being provided by an institutional investment fund. Financial details of the......
Franklin Mutual Insurance Group Deploys Guidewire Cloud for Business Growth
InsurTech News

Franklin Mutual Insurance Group Deploys Guidewire Cloud for Business Growth

Business Wire
by Business Wire0
Property and Casualty (P&C) insurer leveraging Guidewire Cloud to increase business agility and deliver more value to agents and policyholders Franklin Mutual Insurance Group (FMI), a P&C insurance provider for residents and business owners in New Jersey and Pennsylvania, and Guidewire announced that FMI successfully implemented Guidewire InsuranceSuite on Guidewire......
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