Search Results for: manage clients
InsuraGuest Signs Swarts, Manning & Associates Insurance Agency
InsuraGuest Technologies, Inc., under its wholly owned U.S. subsidiary InsuraGuest Insurance Agency, LLC (the “Agency”), has signed Swarts, Manning & Associates (“SMA”) for its agency/broker program, which focuses on agencies and brokers that write general liability polices specifically for hotels. Read More: Bank of America Commits $100,000 to Athena Alliance......
Announcing the Launch of Litecoin Proof-of-Stake – LTCP
A New Horizon for Crypto Payments If you think crypto cannot meet the mass adoption goal as it was intended to be, then you may want to have a rethink as a new horizon for crypto payments is here. With great excitement and a bold outlook into the future, we......
Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event
Leaders from Dow Jones, AXA, Western Union, AAA, Guardian Life, U.S. Bank, MetLife and Liberty Mutual will explore key trends and technologies during live, virtual event Sept. 2 Leaders with global banking, financial services and insurance companies will share their experiences and strategies for digital transformation at the virtual ISG TechXchange:......
SimplyAgree to Launch Newest Version of its Premier Signing and Closing Tool for Transactional Attorneys
Latest product updates further automate and simplify administrative tasks of closing transactions SimplyAgree, a leading provider of technology for transactional attorneys, announces the latest version of its popular signature and closing management platform. Read More: Manzil Partners With KOHO to Launch Halal Prepaid Visa Cards SimplyAgree is a closing management......
Legility Expands RelativityOne eDiscovery Offering Globally
Legility now offers both RelativityOne and Relativity Server on a global basis, delivering more value and options for corporate legal departments and law firms Legility, a leading global legal services provider, today announced it is deepening its decade-long partnership with Relativity by expanding its global offerings, including both Relativity Server......
LRES Promotes Molly Merchant to Vice President of Operations
LRES Corporation, a real estate appraisal, valuations, and asset management company, has promoted Molly Merchant to Vice President of Operations, REO Asset Management and HOA Services. Read More: Chinese insurtech firm Waterdrop raises $230M, plans IPO Ms. Merchant has spent much of her career in the REO asset management industry,......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
FICO Holds Free Virtual Financial Education Event to Help Empower Baltimore Consumers
Senator Chris Van Hollen to Discuss Importance of Financial Literacy Leading analytics software firm FICO, will host a free financial education online event for Baltimore-area residents on August 27 to provide consumers with knowledge and tools to gain better insight into their financial health. Senator Chris Van Hollen will join the event to provide opening......
Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets. Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......