Tag : financial advisor

NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada
InsurTech News

NFP Acquires Foster Park Brokers Inc., Significantly Expanding its Presence in Western Canada

Fintech News Desk
by Fintech News Desk0
Acquisition of one of Western Canada’s largest independent brokerages creates a consolidated platform in the region, enhancing NFP’s existing P&C capabilities and operations NFP, a leading insurance broker and consultant that provides business and personal insurance, group benefits, retirement, and individual solutions announced its acquisition of Foster Park Brokers Inc. (Foster Park).......
CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture
Banking News

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture

Fintech News Desk
by Fintech News Desk0
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) announced the creation of a new strategic partnership and joint venture: IDB......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Zelis Completes Acquisition of Sapphire Digital
Digital Payments Fintech News

Zelis Completes Acquisition of Sapphire Digital

Fintech News Desk
by Fintech News Desk0
Combined company enhances healthcare consumer solutions and accelerates mission to harmonize the complete pricing and payments process Zelis, a leading payments company in healthcare, announced the completion of its previously announced acquisition of Sapphire Digital (“Sapphire”), the healthcare industry’s leading platform for provider selection, patient access, price transparency, and digital consumer navigation.......
First Bancorp Completes Acquisition of Select Bancorp, Inc.
Banking News

First Bancorp Completes Acquisition of Select Bancorp, Inc.

Fintech News Desk
by Fintech News Desk0
First Bancorp announces the completion of its acquisition of Select Bancorp, Inc., the parent company of Select Bank & Trust Company (“Select Bank”), on October 15, 2021.  The merger solidifies First Bank’s position as the leading community bank headquartered in North Carolina, with total assets of over $10 billion and over 120 branches. Richard......
Guidehouse Completes Acquisition of Dovel Technologies
Finance News

Guidehouse Completes Acquisition of Dovel Technologies

Fintech News Desk
by Fintech News Desk0
Acquisition of Dovel Accelerates Guidehouse’s Growth as a Leading, Next Generation Global Consultancy Guidehouse, a portfolio company of Veritas Capital and leading provider of strategic advisory and technology services to the commercial and public sector markets with strong expertise in the highly regulated industries of healthcare, financial services, energy &......
Tide Launches ESOP Secondary Sale Programme After an Oversubscribed Series C Round
Business Fintech News

Tide Launches ESOP Secondary Sale Programme After an Oversubscribed Series C Round

Fintech News Desk
by Fintech News Desk0
Tide, the UK’s leading business financial platform, which began operations in India in 2020, recently facilitated the secondary sale of Employee Stock Ownership Plan (ESOPs) to investors for its employees in India, Bulgaria and the UK, following its recent Series C funding, due to oversubscription. Approximately 50-percent of all permanent......
Permira Agrees to Make Strategic Investment in Motus
Finance Fintech Investments News

Permira Agrees to Make Strategic Investment in Motus

Fintech News Desk
by Fintech News Desk0
Permira to leverage strong track record in software investing to drive growth at scale at Motus Existing investor Thoma Bravo expected to reinvest in Motus as part of the transaction Permira, the global private equity firm which backs leading, scaling, tech-enabled businesses, announced that it has signed an agreement with......
FA Marketing Spend Up 24% from 2020 with Mixed ROI: Broadridge Survey
Fintech News

FA Marketing Spend Up 24% From 2020 with Mixed ROI: Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Only 26% of financial advisors report having a defined marketing strategy Broadridge Financial Solutions, Inc., a global Fintech leader, released its third-annual financial advisor marketing survey, which reveals that advisors have a renewed focus on growing their practices through digital marketing but there is a growing disparity in their results.......
1