LPL Financial LLC announced today 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 Group network of broker-dealers.
Inszone Insurance Services, a rapidly growing national provider of benefits, personal, and commercial lines insurance, announced today the acquisition of Cabrera Insurance & Financial Services, providing the 7th acquisition in the state of Arizona for Inszone. Cabrera Insurance & Financial Services was founded in 1999 in the Biltmore area of Phoenix, Arizona by Steve Cabrera.
Date: 16 Feb 2022 Time: 11:00 – 12:00 First it was bitcoin, now there are a whole host of different digital assets investors can access through the exchange-traded product (ETP) wrapper. With it becoming increasingly clear cryptocurrencies are here to stay, understanding these different niche coins such as cardano and polkadot will be crucial as
Europe has become a hotspot in open banking and embedded finance. Based on the principles of plug & play APIs, openness and progressive regulation, we witness the emergence of an digital ecosystem that delivers on the promise of every company to be a fintech company and hyper-personalized app experiences. Date and time Tue, 25
Tier1 Financial Solutions , a leading provider of client relationship management (“CRM”) solutions, AML compliance and fraud prevention solutions, has received new equity financing from a group of investors led by Wavecrest Growth Partners (“Wavecrest”) and MassMutual Ventures. This latest investment in Tier1 will help drive the next generation of connectivity between compliance workflows and
Cion Digital, developers of the first enterprise SaaS blockchain orchestration platform, today announced it has closed a $12 million Seed Capital raise. The capital will be utilized to expand R&D resources and accelerate the rollout of crypto financing and payment solutions tailored for Financial Services companies (Lenders, RIA’s, Banks and Neobanks) and Big Ticket Retailers
Regions Financial Corp. , the parent company of Regions Bank, on Tuesday announced it has completed its acquisition of Clearsight Advisors, Inc. The acquisition expands Regions’ mergers-and-acquisitions (M&A) advisory capabilities into the technology industry. Clearsight will be incorporated into Regions Bank’s Capital Markets division. Over the last decade, Clearsight has built a solid reputation as
FinanceHouse is an economic engine providing innovative, digital, affordable, and exceptional financial services to its retail and corporate customers, by offering high-quality products and services at a maintained excellent 24/7 customer service level.
First Western Financial, Inc., parent company of First Western Trust Bank, (the Bank), today announced the completion of its acquisition of Teton Financial Services, Inc. (Teton Financial Services), parent company of Rocky Mountain Bank, effective December 31, 2021. The closing of this transaction merges Teton Financial Services’ three branches in the state of Wyoming, total
BankFirst Capital Corporation, parent of BankFirst Financial Services (the “Bank”), today announced the completion of its acquisition of The Citizens Bank of Fayette, Fayette, Alabama (“Citizens Bank”) from F.B.H. Corporation, an Alabama corporation (“F.B.H.”). The acquisition results in BankFirst having 32 offices serving Mississippi and Alabama, with total assets of approximately $2.0 billion, gross loans
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