Tag : financial advisory

Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment
Investment Services News

Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment

Fintech News Desk
by Fintech News Desk0
 Nationally recognized tax, accounting, and advisory firm to expand on growing field of outsourced advisory services Smith + Howard, a premier tax, accounting, and advisory firm headquartered in Atlanta with clients across the United States, announced it has secured a strategic investment through Smith + Howard Advisory LLC from Broad......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
Prasad Parmeshwaran Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory
Finance News

Prasad Parmeshwaran Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory

Fintech News Desk
by Fintech News Desk0
Lazard Ltd announced that Prasad Parmeshwaran has joined the firm as a Managing Director in the Healthcare Group within Financial Advisory, effective immediately. Based in San Francisco, Mr. Parmeshwaran primarily advises clients on financial matters in the biotechnology and diagnostics sectors. Latest Fintech News: Workday Global Survey Finance and IT Leaders......
Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory
Finance News

Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory

Fintech News Desk
by Fintech News Desk0
Lazard Ltd announced that Ajay Dhankhar has joined the firm as a Managing Director in the Healthcare Group within Financial Advisory, effective immediately. Based in New York, Mr. Dhankhar will serve as Global Head of Medical Technology, Diagnostics and Tools. He will also advise clients in other healthcare segments, including......
Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence
Finance News

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Fintech News Desk
by Fintech News Desk0
Katherine Simmonds selected tru for increased autonomy and an independent support model tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory......
Northern Edge Advisors Announces Strategic Rebrand
Fintech Investment Services News

Northern Edge Advisors Announces Strategic Rebrand

Fintech News Desk
by Fintech News Desk0
The investment bank, formerly known as BCMS Advisors, reaffirms its leadership and commitment to serving North American businesses in the middle market Northern Edge Advisors, the boutique investment bank focused on providing best-in-class financial advisory services to privately-owned businesses, has announced that it has completed a full transition from its......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Heritage Capital Group Advises The Amelia Island Concours d'Elegance on Acquisition
Banking Investments News

Heritage Capital Group Advises The Amelia Island Concours d’Elegance on Acquisition

Fintech News Desk
by Fintech News Desk0
Heritage Capital Group, Inc., an investment banking and financial advisory firm serving middle-market and emerging growth companies in the US and worldwide, is pleased to announce that its client, The Amelia Island Concours d’Elegance (“The Concours”), has been acquired by Hagerty. Businessman and car collector Bill Warner founded The Concours in 1996 with an attendance of......
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
Business Fintech Investment Services News

AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

Fintech News Desk
by Fintech News Desk0
AssetMark announced its 2021 outlook for the financial advisory industry. While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing to this shift prior to 2020. In many ways, 2021 will......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
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