Tag : advisory

Portage Point Partners Announces Expanded Partnership with New Mountain Capital and Welcomes Robert Rourke to Board of Directors
Finance Investments News

Portage Point Partners Announces Expanded Partnership with New Mountain Capital and Welcomes Robert Rourke to Board of Directors

PR Newswire
by PR Newswire0
Portage Point Partners, LLC (Portage Point), an advisory, interim management and investment banking firm, announced an expanded partnership with New Mountain Capital, a leading growth-oriented investment firm with approximately $60 billion in assets under management. The investment increases New Mountain’s ownership stake in the firm and builds on the initial......
Watsans Exchange Unveils All-in-One Mobile Super App to Redefine Global Trading Experience
Fintech News Trading

Watsans Exchange Unveils All-in-One Mobile Super App to Redefine Global Trading Experience

GlobeNewswire
by GlobeNewswire0
Watsans Exchange introduces a next-generation mobile platform that combines multi-asset trading, AI-powered insights, and investor education into one seamless ecosystem. Watsans Exchange announced the official launch of its mobile super app, a next-generation platform designed to unify multi-asset trading, AI-powered advisory, and investor education into one seamless application. This milestone marks......
LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group
Fintech Investment Services News

LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group

GlobeNewswire
by GlobeNewswire0
 LPL Financial LLC announced that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based on the Gulf Coast in Ocean Springs, Miss., the......
Intapp Announces Plan to Acquire TermSheet
Artificial Intelligence Fintech News

Intapp Announces Plan to Acquire TermSheet

GlobeNewswire
by GlobeNewswire0
Acquisition will create an advanced operating system with Applied AI to help improve returns for real assets investors, advisors, and operators Intapp, a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced that it has signed an agreement to acquire TermSheet, a provider......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
B2B News Technology

Oak View Group Partners With Patriot One Technologies To Introduce Next-generation Patron Screening

Fintech News Desk
by Fintech News Desk0
 Oak View Group (OVG), the global venue development, advisory, and investment company for the sports and live entertainment industry, is introducing new patron screening technology to multiple properties as the result of a new partnership with Patriot One Technologies. The partnership will enable OVG properties to utilize Patriot One’s SmartGateway system to......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Practice Management Leader Avii Grows Team by 38% During 2020; Named to UV50 Top 10 Startups to Watch
Fintech News

Practice Management Leader Avii Grows Team by 38% During 2020; Named to UV50 Top 10 Startups to Watch

Fintech News Desk
by Fintech News Desk0
BusinessQ Magazine Recognizes Avii as #7 in its list of 2020 Top 10 Startups to Watch – In a year of exceptional challenges, innovation and change, AviiTM (www.avii.com), a leading practice management platform for tax, audit and advisory has excelled. Today the company was acknowledged by BusinessQ Magazine as one of the top 10......
Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business
Business Fintech InsurTech News

Nationwide Partners with SS&C to Transform Advisor-Sold Retirement Plan Business

Fintech News Desk
by Fintech News Desk0
Nationwide will move recordkeeping functions to enhance overall efficiency, agility and scale by leveraging SS&C’s best-in-class retirement technology and servicing platform SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Nationwide, a leading insurance and financial services company, has partnered with SS&C to support and enhance its advisor-sold retirement plan platform. The......
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