Tag : brokerage firms

G2 Insurance Services Joins Relation Insurance Services
InsurTech News

G2 Insurance Services Joins Relation Insurance Services

Fintech News Desk
by Fintech News Desk0
Transaction brings one of the nation’s leading independent insurance brokerage firms to Relation; will expand national footprint and areas of expertise. Relation Insurance Services one of the largest and fastest-growing national insurance agencies, announcedit has acquired the assets of California-based G2 Insurance Services, LLC (“G2”). The transaction brings an established,......
Capital Investment Companies Expands the Financial Leadership Immersion Program
Fintech Investments News

Capital Investment Companies Expands the Financial Leadership Immersion Program

Fintech News Desk
by Fintech News Desk0
Capital Collaborates with the NC State University Poole College of Management Capital Investment Companies, one of the largest independent financial services and brokerage firms in the Southeastern United States, in collaboration with the NC State University Poole College of Management, is pleased to announce the expansion of the Financial Leadership......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
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