HomeSearch

financial advisor

Investments

Fortis Capital Advisors acquires ClearPath Financial, LLC

PRNewswireApril 10, 20243 min
Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...
Investments

Mercer Advisors Acquires Vintage Financial Services, LLC

PRNewswireDecember 7, 20226 min
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with partner Jack McCloskey, MS, CFP® and their team of professionals, built a leading RIA serving over 500 clients with assets under management (“AUM”) exceeding $850...
Platforms

Prospera Financial Services Hosts Its Annual Advisor Conference

PRNewswireNovember 16, 20225 min
Dallas-based independent boutique broker-dealer, Prosper Financial Services, Inc. (Prospera), held its annual conference, CONNECT 2022, last month from October 19 to October 21, at the Marriott Dallas Uptown. The conference saw its highest ever attendance, with over 90 financial advisors, 60 Prospera staff members, and 30 sponsors and speakers. Prospera, a privately held, Texas-based financial firm founded in 1982, is a full-service, boutique broker-dealer that delivers full-service support for successful financial professionals across the country. The first...
Financial Software

Leading advisor of financial solutions, Jianpu gives statement

PRNewswireJuly 6, 20203 min
Jianpu Technology Inc. (“Jianpu,” or the “Company”) (NYSE: JT), a leading independent open platform for discovery and recommendation of financial products in China, today announced that Mr. Daqing (David) Ye, the Co-founder, Chairman and Chief Executive Officer of the Company, was appointed as a vice chairman of the advisory board of Mobile Application Security Committee (“MASC”), a sub-committee of Mobile Smart Terminal Technology Innovation and Industry Alliance (“MTIA”). MTIA is a signature technology association founded by the China...
Virtual Banking

Agora Services Adds Board Advisors and Senior Advisors to Assist Financial Institutions

BusinessWireApril 17, 20206 min
Agora Services, the leading provider of digital platform banking solutions, adds two board advisors and two senior advisors to assist the company in providing digital banking offerings to financial institutions. The new Agora Services team members will help guide the company, its partners and customers to deliver the highest level of digital banking technology. One example is Agora Junior, which offers an unplugged digital banking account for parents and teens to better fit their unique needs;...

Newer Posts

Older Posts

newOriginal-white-FinTech1-1

We are one of the world’s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it fintech live news, finance press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the aptest trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way. We adopt a 360-degree approach in order to cater to present a holistic picture of the fintech arena.

Quick Links

Our Publications



FintecBuzz, 2024 © All Rights Reserved