Tag : financial advisor

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......
Atar Capital Acquires the Assets of Metco Landscape
Investment Services News

Atar Capital Acquires the Assets of Metco Landscape

Fintech News Desk
by Fintech News Desk0
Atar Capital, a Los Angeles-based global private investment firm, announced that it acquired the assets of Metco Landscape (Metco) on December 31, 2021. Metco is the largest privately owned landscape company in Colorado and the established market leader in providing landscape maintenance and development services across the state. Current plans......
Zoe Announces Its Partnership With Vincere Wealth Management
Finance News

Zoe Announces Its Partnership With Vincere Wealth Management

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory firms (RIA)......
Stonepeak to Acquire Rinchem
Investments News

Stonepeak to Acquire Rinchem

Fintech News Desk
by Fintech News Desk0
Long-term investment focused on growing a leading provider of transportation and logistics services that support specialized chemical and gas supply chains Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, announced that it has entered into a definitive agreement to acquire Rinchem Company Inc. (Rinchem), a specialty......
LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
Inside Real Estate Secures Additional Financial Partner to Accelerate Growth
Finance News

Inside Real Estate Secures Additional Financial Partner to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Genstar Capital joins Lovell Minnick Partners, doubling down on growth and innovation, with investment into real estate tech leader, Inside Real Estate Inside Real Estate, one of the fastest-growing independently owned real estate software companies and a trusted technology partner to over 250,000 top agents, teams, and brokerages, announced that......
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