Tag : client relationships

Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach
InsurTech News

Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach

Business Wire
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is thrilled to announce the acquisition of Citizen Choice Insurance & Investments marking a significant step in expanding its service offerings in Nevada. “We are thrilled to welcome Citizen Choice Insurance into the Inszone Insurance family”......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
Marsh McLennan Agency Acquires McDonald Zaring Insurance
InsurTech News

Marsh McLennan Agency Acquires McDonald Zaring Insurance

Fintech News Desk
Expands Presence in Northwest Region Marsh McLennan Agency (MMA), a subsidiary of Marsh, announced the acquisition of McDonald Zaring Insurance (MZI), a full-service agency located in Walla Walla, Washington. Terms of the acquisition were not disclosed. “McDonald Zaring Insurance prides itself on its extensive experience and deep client relationships, aligning......
Signature Bank Launches New National Business Line With Appointment of HBF Team
Banking Finance News

Signature Bank Launches New National Business Line With Appointment of Healthcare Banking and Finance Team

Fintech News Desk
Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry Signature Bank, a New York-based, full-service commercial bank, announced the launch of a new business line with the appointment of a nine-person Healthcare Banking and Finance (HBF) team. The new private client banking team will provide......
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
Advanced Time Segmentation Available Exclusively to Cetera Network
Finance News

Advanced Time Segmentation Available Exclusively to Cetera Network

Fintech News Desk
Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Advanced Time Segmentation (ATS), a retirement income-planning tool that helps solve the retirement income challenge, is available to financial professionals across Cetera’s communities. ATS is only......
Fintechs Launching Visions Into Products Faster with Praxent Design and Development
Fintech News

Fintechs Launching Visions Into Products Faster with Praxent Design and Development

Fintech News Desk
Austin-based company wraps 2021 with strong momentum, completing digital transformation projects for nearly 20 financial services companies Praxent, a fintech design and engineering partner to financial companies, completed 2021 with notable growth across its company and client roster. Highlights include new and expanded client relationships, strategic new hires and promotions,......
Rupertus Rothenhaeuser Joins BitMEX as Chief Commercial Officer
Finance News

Rupertus Rothenhaeuser Joins BitMEX as Chief Commercial Officer

Fintech News Desk
Crypto exchange BitMEX is pleased to welcome Rupertus Rothenhaeuser as its new Chief Commercial Officer (CCO). As CCO, Rupertus will spearhead BitMEX’s ‘Beyond Derivatives’ plan to expand into spot, brokerage, custody, information products, and establish BitMEX Academy. In particular he is responsible for developing the exchange’s global client relationships, overseeing the commercial......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
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