Tag : financial advisor

Slate Asset Management Announces US$2.33 Billion Portfolio and Platform Acquisition from Annaly Capital Management, Inc.
Finance Investment Services Investments News

Slate Asset Management Announces US$2.33 Billion Portfolio and Platform Acquisition from Annaly Capital Management, Inc.

Fintech News Desk
Transaction demonstrates Slate Asset Management’s ability to execute complex transaction at opportunistic time in the market cycle Slate Asset Management (“Slate”), a leading alternative asset management platform with a focus on real estate, has announced the acquisition of the Commercial Real Estate Business (“ACREG”) of Annaly Capital Management, Inc. (“Annaly”)......
Seacoast Announces the Acquisition of Legacy Bank of Florida
Finance Fintech News

Seacoast Announces the Acquisition of Legacy Bank of Florida

Fintech News Desk
Significantly Expands Seacoast’s Presence in the Dynamic Palm Beach and Broward County Marketplaces Seacoast Banking Corporation of Florida, the holding company for Seacoast National Bank (“Seacoast Bank”), announced today that it has signed a definitive agreement to acquire Legacy Bank of Florida (“Legacy Bank”), in a transaction that will expand Seacoast’s......
Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer
Banking Fintech Fintech Funding Investment Services News

Goldman Sachs Funds To Acquire A Majority Stake In Advania

Fintech News Desk
  Advania AB , a leading full-service IT provider in Northern Europe, today announced that funds managed by Goldman Sachs Merchant Banking Division have reached a definitive agreement to acquire a majority stake in the company alongside management, VIA Equity and other reinvesting shareholders, subject to customary closing conditions and......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
Confident in Managing Liquidity, Organizations Still Face Challenges Forecasting
Fintech News

Deloitte recognized by Mergermarket as the #1 Global and European M&A Financial Advisor in 2020

Fintech News Desk
Deloitte Corporate Finance practices (Deloitte) have been recognized as the #1 Global M&A Financial Advisor by deal volume, according to Mergermarket, an Acuris company, in its 2020 Global and Regional M&A Report. Deloitte also achieved the #1 ranking in terms of global cross-border deal activity and also, European deal activity.......
Vise Appoints Former Dropbox Executive As Chief Technology Officer
Artificial Intelligence Fintech Investment Services News

Vise Appoints Former Dropbox Executive As Chief Technology Officer

Fintech News Desk
Andrew Fong Brings Experience from Dropbox, YouTube and AOL to Drive the Technical Leadership at the AI-Powered Investment Management Platform Vise, the AI-powered investment management platform built for the modern financial advisor, announced today the appointment of Andrew Fong as Chief Technology Officer to lead Vise’s technical roadmap through the company’s next......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Fintech News

Fintech SaaS Company ‘AskMyAdvisor™’ Introduces Innovative Digital Solution to Help Solve The COVID Disruption of In-Person Advisory Services for Accountants, Attorneys, Financial Advisors and Realtors

Fintech News Desk
AskMyAdvisor™ recently announced the launch of its new Q&A Web Page Builder specifically designed to help professional advisors seamlessly address questions and needs from their top 25 clients and make instant connections to potential referrals, without having to set up in-person meetings. Read More: BitGo Announces $16 Billion in Assets......
SIMON-Invests-in-Key-Strategic-Growth_-Welcomes-Scott-Stolz-as-Head-of-Insurance-Solutions
Business Fintech InsurTech Investment Services News

SIMON Invests in Key Strategic Growth, Welcomes Scott Stolz as Head of Insurance Solutions

Fintech News Desk
SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Scott Stolz, CFP®, RICP® as Head of Insurance Solutions. In this newly created position, Stolz is responsible for expanding the reach of SIMON’s annuities platform across new channels and will play an integral role in the development and release......
Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
Business Fintech News

Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or......
Covr-Financial-Technologies-and-The-Financial-Architects-Partners_-LLC-Launch-Digital-Partnership-for-Advanced-Insurance-Design-for-Financial-Institutions
Business Fintech News

Covr Financial Technologies and The Financial Architects Partners, LLC Launch Digital Partnership for Advanced Insurance Design for Financial Institutions

Fintech News Desk
Covr Financial Technologies (Covr) and The Financial Architect Partners, LLC (FinArch) announced today they have formed a partnership to bring a holistic, technology-driven solution to financial institutions for life insurance.  This new platform offers a single solution for financial institutions – including wealth planning groups, wirehouses, independent broker-dealers, banks, credit unions, RIA......
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