Search Results for: consulting firms

Insurance Technologies Names Laird Rixford as New Chief Executive Officer
InsurTech News

Insurance Technologies Names Laird Rixford as New Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Seasoned InsurTech Innovator to Lead Company Through Next Chapter of Growth Insurance Technologies, LLC (“InsurTech”), a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce the appointment of Laird Rixford as the company’s new Chief Executive Officer. A veteran financial technology......
50 Of The Nation's Top Black Women Business Owners Join Forces To Access More Contracts, Capital And Community
Banking Capital Markets News

50 Of The Nation’s Top Black Women Business Owners Join Forces To Access More Contracts, Capital And Community

Fintech News Desk
by Fintech News Desk0
The BOW Collective™ Organizes Successful Black Women Business Owners who generate $200 Million in revenue. Nicole Cober, Esq., Principal Managing Partner of The CJR Group, brings together 50 Black-female-owned businesses representing $200M in revenue to form The BOW Collective™, a groundbreaking organization of Black women business owners who partner together and compete for large-scale......
The Financial Marketing Institute Announces Leading Financial Services Companies
Finance Fintech News

The Financial Marketing Institute Announces Leading Financial Services Companies in Digital Experience For 2021

Fintech News Desk
by Fintech News Desk0
The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, announces the leading financial services companies in digital experience for 2021. “Our digital experience models are quantitatively-driven and, therefore, enable us to provide very specific analysis to our sponsor participants on where they are......
Callan’s 2021 Investment Management Fee Study Uncovers What Institutional Investors Are Actually Paying
Investment Services Investments News

Callan’s 2021 Investment Management Fee Study Uncovers What Institutional Investors Are Actually Paying

Fintech News Desk
by Fintech News Desk0
Callan, a leading institutional investment consulting firm, announced the release of its 2021 Investment Management Fee Study—its ninth examination in over 30 years. Latest Fintech Insights: Leading Capital Markets Protocol Folks Finance Closes $3 Million Seed Funding Round The study provides a detailed analysis of fee levels and trends across multiple......
MarshBerry Secures Growth Capital from Atlas Merchant Capital
Banking News

MarshBerry Secures Growth Capital from Atlas Merchant Capital

Fintech News Desk
by Fintech News Desk0
MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, is pleased to announce its partnership with Atlas Merchant Capital. The new partnership will help MarshBerry accomplish its growth goals by improving and expanding services to create even better outcomes for clients. This partnership......
Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
by Fintech News Desk0
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
by Fintech News Desk0
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Miller Kaplan Names Three New Partners
Business Fintech News

Miller Kaplan Names Three New Partners

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce that three distinguished professionals—Qiva Dinuri, J.D., LL.M. Taxation; Nicky Lipset, CPA, M.S. Taxation; and Gustavo Valle, CPA, MBA—have been promoted to Partner. Latest Fintech Insights: Barclays Announces Changes To the CIBC Atlas Select MLP Index “Additionally, internally, I am......
Parthenon Capital To Acquire RSM’s Wealth Management Practice
Capital Markets Digital Payments News

Parthenon Capital To Acquire RSM’s Wealth Management Practice

Fintech News Desk
by Fintech News Desk0
Parthenon to prioritize investments in firm’s client service, people and growth RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced they have entered into an agreement for Parthenon to......
1