Tag : financial advisor

Arcline Investment Management to Acquire Hydraulics International, Inc.
Finance Investments News

Arcline Investment Management to Acquire Hydraulics International, Inc.

PR Newswire
by PR Newswire0
Arcline Investment Management (“Arcline”), a growth-oriented private equity firm, announced it has entered into a definitive agreement to acquire Hydraulics International, Inc. (“HII” or “the Company”), a leading provider of ground support equipment, mobile test systems, and specialized pumps for aerospace, defense and industrial applications. Founded in 1976, Hydraulics International......
Global Fintech Interview With David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach by InsuranceReach
Artificial Intelligence Business Finance Fintech InsurTech Interviews

Global Fintech Interview With David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach by InsuranceReach

Paroma Sen
by Paroma Sen0
David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach chats about the benefits of AI powered prospecting for insurance advisors in this fintech interview: _________________ Tell us about your journey starting WealthReach and InsuranceReach — why was there a need in the market? Having spent years in both the insurance and......
Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA
Finance News

Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA

PR Newswire
by PR Newswire0
Team joins from Wells Fargo seeking strong technology, advisor flexibility and growth resources Cetera welcomes financial advisor Shawn Longley, who joined Cetera from Wells Fargo Advisors Financial Network where he had been affiliated for 17 years. Based in Fond du Lac, Wisconsin, Longley and his team oversee approximately $205 million......
Financial Advisor Kim Ramchandani Joins Cetera from LPL
Finance Investments News

Financial Advisor Kim Ramchandani Joins Cetera from LPL

PR Newswire
by PR Newswire0
Veteran advisor focused on empathetic service, transparent guidance, and lifelong client relationships selects Cetera to support her growth plans Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning that emphasizes education, transparency and long-term client support. She now is affiliating with Cetera after nearly......
Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL
Finance Investment Services News

Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL

PR Newswire
by PR Newswire0
Veteran advisor selects Cetera for its responsive service, commitment to independence, and growth-focused platform to support his growth plans Cetera welcomes veteran financial advisor Gregory Kearney, CFP®, ChFC®, who transfers to Cetera after being affiliated with LPL for 23 years, including working with OSJs and bank investment programs that were......
Cetera Welcomes Longtime Commonwealth Advisor David Bashaw
Finance News

Cetera Welcomes Longtime Commonwealth Advisor David Bashaw

PR Newswire
by PR Newswire0
Seeking community and personalized growth support, Bashaw joins Cetera Wealth Partners community within Cetera’s Advisor Channel Veteran financial advisor overseeing approximately $115 million for clients leaves Commonwealth after nearly 40 years Cetera welcomes financial advisor David Bashaw, who joins after a nearly 40-year affiliation with Commonwealth Financial Network. Bashaw oversees......
Artificial Intelligence Featured Finance Fintech Investments

Beyond Robo-Advisors: Is AI Finally Ready to Be Your Financial Advisor?

Fintech Staff Writer
by Fintech Staff Writer0
You may think that a personal financial advisor, one who can grasp all the nuances of your finances, is beyond your means. Such personalized advice was once the preserve of the ultra-wealthy. The first wave of technology attempted to solve this with robo-advisors, which was a good start. But what......
Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management
Fintech News

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management

GlobeNewswire
by GlobeNewswire0
Seasoned Financial Advisor Jakub Kubrak has launched his own independent Fiduciary firm, Kubrak Wealth Advisors, to simplify complex wealth management topics for everyday individuals. Drawing on more than a decade of experience at top financial institutions, including Fisher Investments, JPMorgan, and Texas Capital Bank, Kubrak now leads his firm with......
AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor
Finance Investment Services News

AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor

Cision PRWeb
by Cision PRWeb0
Essentials financial advisor monitoring now available for free, delivering monthly updates and alerts directly to investors’ inboxes AdvisorCheck announced the broad availability of AdvisorCheck Essentials, the first free monitoring service that continuously tracks a financial advisor’s professional status and delivers key updates directly to investors via email. By signing up......
iCapital Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion
Finance Fintech News

iCapital Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion

Business Wire
by Business Wire0
Investment round co-led by new investors T. Rowe Price and SurgoCap Partners with additional participation from State Street, and increased commitments from existing investors Temasek, UBS, and BNY. New capital to accelerate global acquisition strategy, geographic expansion, and technology innovation. iCapital, the global fintech company shaping the future of investing, today......
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