Tag : financial advisor

Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon
Finance News

Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon

Fintech News Desk
by Fintech News Desk0
Inspire Advisors celebrates their 3rd advisor transition this year who desires to center their practice around their faith “Seek the Kingdom of God above all else, and live righteously, and he will give you everything you need”. This bible verse was quoted when Inspire Advisors, a Christian-focused registered investment advisor, asked......
economyx.AI Uses ML to Pull Insights From US Economic News
Fintech Startups News

economyx.AI Uses Machine Learning to Pull Insights From US Economic News

Fintech News Desk
by Fintech News Desk0
The US economy is $25 trillion of activity, by 330 million people, over 3.8 million square miles. Wanna to see how it’s all doing? Google has been spectacularly successful in its mission to organize the world’s information and make it universally accessible. But is more information always better? A simple search like......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
LeadsOnline Welcomes Strategic Growth Investment from TA Associates
Investment Services News

LeadsOnline Welcomes Strategic Growth Investment from TA Associates

Fintech News Desk
by Fintech News Desk0
LeadsOnline, LLC, a nationwide provider of data, technology and intelligence tools used by law enforcement agencies, investigators, and businesses, announced a strategic growth investment from TA Associates, a leading global growth private equity firm. Financial terms of the transaction were not disclosed. “We look forward to supporting Alex, Ashley and......
Credibly Announces Corporate Note Refinancing and New Asset-Backed Financing Facility
Finance News

Credibly Announces Corporate Note Refinancing and New Asset-Backed Financing Facility

Fintech News Desk
by Fintech News Desk0
In March 2022, Credibly continued its investment in growth, refinancing a maturing $10 million Corporate Note into a new five-year term. The Note received a one notch rating upgrade from Egan-Jones to “BBB”. Brean Capital served as the company’s exclusive financial advisor and sole placement agent in connection with the......
Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform
Finance News

Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform

Fintech News Desk
by Fintech News Desk0
New York-Based Independent Financial Advisor Affiliates with Advisor Group Through Royal Alliance Associates from LPL Financial Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Sergio Kindler, an independent financial advisor with $190 million in total client assets, from LPL Financial. Mr.......
NAIFA Announces RISE, a New Program for Managers of Financial Services Firms
Finance News

NAIFA Announces RISE, a New Program for Managers of Financial Services Firms

Fintech News Desk
by Fintech News Desk0
The RISE program is designed to support firm and agency managers in creating a high-performance culture that attracts and retains top talent The National Association of Insurance and Financial Advisors (NAIFA) announced the availability of a new virtual program from its Business Performance Center called RISE. The RISE program was developed......
PayPal Recommends Stockholders Reject Mini-tender Offer by Tutanota LLC
News Stock Market

PayPal Recommends Stockholders Reject Mini-tender Offer by Tutanota LLC

Fintech News Desk
by Fintech News Desk0
PayPal Holdings, Inc. has been notified of an unsolicited mini-tender offer by Tutanota LLC to purchase up to 360,000 shares of PayPal common stock, representing significantly less than one percent of PayPal’s common stock outstanding. The offer price of $125 per share is conditioned on, among other things, the closing price per......
MoneyLion Completes Acquisition of Even Financial, the Category Leading Embedded Finance Marketplace
Digital Finance News

MoneyLion Completes Acquisition of Even Financial, the Category Leading Embedded Finance Marketplace

Fintech News Desk
by Fintech News Desk0
Acquisition Expands MoneyLion’s Distribution Network, Accelerating MoneyLion’s Mission of Providing Financial Access and Advice to Hard-working Americans MoneyLion Inc., the award-winning digital financial platform, has completed its acquisition of Even Financial Inc. (“Even”), the category-leading embedded finance marketplace. The acquisition strengthens MoneyLion’s platform by improving consumers’ abilities to find and access the......
Bryant Park Capital Advises Honor Capital, a Leading US Premium Finance Company
Capital Markets News

Bryant Park Capital Advises Honor Capital, a Leading US Premium Finance Company

Fintech News Desk
by Fintech News Desk0
Bryant Park Capital, a leading middle market investment bank with a focus in the specialty finance industry, served as exclusive financial advisor to Founders Finance, LLC dba Honor Capital (“Honor” or the “Company”) in connection with their capital markets growth strategy. Honor’s combined strategic recapitalization and substantially expanded credit line......
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