Search Results for: professional services

Cetera Welcomes Industry Veteran Shawn Millerick
Finance News

Cetera Welcomes Industry Veteran Shawn Millerick

Fintech News Desk
by Fintech News Desk0
Millerick & Associates, which manages $190 million, joins Cetera from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Shawn P. Millerick, has joined Cetera Wealth Partners. Millerick & Associates, a New Hampshire-based practice with more than $190 million in assets, focuses on retirement income planning......
Prime Capital Investment Advisors to Join Forces with Financial Network Limited
Investment Services News

Prime Capital Investment Advisors to Join Forces with Financial Network Limited

Fintech News Desk
by Fintech News Desk0
The acquisition expands Prime Capital’s footprint on the East Coast and allows Financial Network Limited to provide more tailored services to clients Prime Capital Investment Advisors (PCIA) has announced its continued strategic expansion on the East Coast with its impending acquisition of Financial Network Limited (FNL). Based in Milford, Connecticut, FNL manages $325......
FinTech Sandbox’s Banner Year Highlights Data Access and Sustainable & Inclusive Finance as Essential for the Future of Fintech
Fintech News

FinTech Sandbox’s Banner Year Highlights Data Access and Sustainable & Inclusive Finance as Essential

Fintech News Desk
by Fintech News Desk0
FinTech Sandbox’s Banner Year Highlights Data Access and Sustainable & Inclusive Finance as Essential for the Future of Fintech FinTech Sandbox, a nonprofit that provides early-stage startups with free access to critical data and resources, experienced strong growth with its virtual Boston FinTech Week and the launch of Mass Fintech......
Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown
Finance News

Informa’s Zephyr Announces Salesforce Cloud Integration Via AppCrown

Fintech News Desk
by Fintech News Desk0
Powerful AppCrown technology makes integration seamless, without code, no manual input and within 24 hours Zephyr, a subsidiary of Informa plc, and a recognized leader in providing data, insight and analysis to investment professionals and financial advisors via their Zephyr financial services platform, has partnered with AppCrown, making it possible......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
by Fintech News Desk0
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
Generational Equity Advises RJS Trading International in its Sale to Private Investor
News Trading

Generational Equity Advises RJS Trading International in its Sale to Private Investor

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client RJS Trading International, LTD to a Private Investor. The transaction closed November 15, 2021. Located in Richmond, British Columbia, RJS Trading International (dba Alamode Home) is a home textile wholesaler. The......
A Lead Program Built By Loan Officers, for Loan Officers - Launched by Diamond Residential Mortgage
Lending Mortgage News

A Lead Program Built By Loan Officers, for Loan Officers – Launched by Diamond Residential Mortgage

Fintech News Desk
by Fintech News Desk0
“Relationships matter“ has been the motto of Diamond Residential Mortgage Corporation (DRMC) since its inception in 2009. Diamond Residential Mortgage Corporation strives to preserve this core value while growing and embracing new technologies. One area of focus is the digital age of mortgage loan origination which brings to mind this question:......
Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
Navisite Announces Additions to Executive Leadership Team
Fintech News

Navisite Announces Additions to Executive Leadership Team

Fintech News Desk
by Fintech News Desk0
Appoints Jason Facer as Chief Financial Officer and Peter Salamanca as Chief Operating Officer Navisite announced two new additions to its executive leadership team: Jason Facer as Chief Financial Officer (CFO) and Peter Salamanca as Chief Operating Officer (COO). Both executives join Navisite as accomplished industry veterans with exceptional track records of success......
Mobilum Technologies Provides Corporate Update On Strategic Initiatives and Operational Highlights
Cryptocurrency News

Mobilum Technologies Provides Corporate Update On Strategic Initiatives and Operational Highlights

Fintech News Desk
by Fintech News Desk0
Mobilum Technologies Inc., a technology-driven company making traditional finance accessible through digital payment infrastructure and digital asset management technologies, is pleased to announce a corporate update on strategic initiatives. Latest Fintech Insights: Datavault Contracts With Agri-Fintech Company Tingo To Deliver Data Revenue To Its 10 Million International Members Mobilum’s interim CEO, Wojciech......
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