Search Results for: senior advisor

Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
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Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
by Fintech News Desk0
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors
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CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors

Fintech News Desk
by Fintech News Desk0
CMLS Financial, one of Canada’s largest commercial real estate finance companies, is pleased to announce a strategic partnership with, and investment in, Skyhawk Capital Advisors. Skyhawk Capital Advisors is based out of New York and is an independent advisory and capital markets firm focused exclusively on the real estate sector......
Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm
Investment Services News

Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm

Fintech News Desk
by Fintech News Desk0
The transaction is expected to accelerate CrossCountry’s growth as it expands geographically and adds new service line offerings Investcorp, a leading global alternative investment firm, announced its acquisition of a majority stake in CrossCountry Consulting, a leading business advisory firm. In addition, Public Sector Pension Investment Board (PSP Investments) invested,......
EP Wealth Advisors Acquires Warren Financial Services & Associates
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EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
by Fintech News Desk0
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
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Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
Forage Recruits Senior Amazon Exec as Chief Business Officer, Charged with Making Online EBT Acceptance Easier for Retailers of All Sizes
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Forage Recruits Senior Amazon Exec as Chief Business Officer, Charged with Making Online EBT Acceptance Easier for Retailers of All Sizes

Fintech News Desk
by Fintech News Desk0
Kristina Herrmann previously founded and led Amazon’s Underserved Populations team, which brought online SNAP EBT to millions of Amazon, Amazon Fresh, and Whole Foods customers across the country Forage, a payments processor that makes it easier for grocers to accept SNAP EBT (previously known as “food stamps”) payments online, announced......
FTI Consulting Expands Financial Services Practice in North America with Two Senior Hires
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FTI Consulting Expands Financial Services Practice in North America with Two Senior Hires

Fintech News Desk
by Fintech News Desk0
FTI Consulting, Inc. announced continued investment in its Financial Services practice within the Forensic and Litigation Consulting segment with the appointment of Sepideh Rowland as a Senior Managing Director and Gabriel Hidalgo as a Managing Director. Latest Fintech News: Blockchain Protocol for Metaverses, Meta0, to Launch at Gamescom Ms. Rowland, who......
Falcon Capital Advisors Expands Leadership Team to Accelerate Growth
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Falcon Capital Advisors Expands Leadership Team to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Falcon Capital Advisors, a leading business advisory firm that provides strategic advice, technical expertise and engagement execution to financial institutions and government agencies, announced that it has hired industry veteran Walter Allen as its Managing Director; Natisha Dawson as its new Director of Finance and promoted Ken Yoo to Chief Operating Officer. “We are pleased......
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