brokerage - FinTecBuzz

R.J. O’Brien, Phlo Systems Strategically Partner with an Equity Investment

February 11, 20257 min

R.J. O’Brien & Associates (RJO), the oldest independent futures brokerage and clearing firm in the United States, and Phlo Systems, a leading provider of digital solutions for commodity trading, trade finance and international trade compliance, today announced that the firms have entered into a strategic technology partnership, which includes an equity investment by an affiliate of RJO in London-based Phlo Systems. Terms of the investment were not disclosed. The move is the first strategic partnership and investment...

by PRNewswire

Insurance

Techficient’s Life Insurance Solution Delivers Breakthrough Results

February 10, 20254 min

The Techficient Dynamic Platform has revolutionized the way life insurance is issued. By leveraging advanced technology, it guides users through a straightforward protection process, yielding impressive results. The platform utilizes predictive data and modern underwriting to significantly increase placed business, making the process easier for everyone involved—clients, agents, agencies, and carriers. “This is a process we can take pride in, one that will foster growth in our industry. The platform consistently delivers better outcomes. Clients receive...

by FTB News Desk

Interview

FinTech Interview with Konstantin Shulga, Co-founder and CEO at Finery Markets

November 26, 202430 min

by PRNewswire

Crypto Currencies

Brian Oliver Joins BlockFi as General Manager of Institutions

May 17, 20224 min

BlockFi, a global crypto financial services company, announced today that Brian Oliver has joined the company as General Manager of Institutions. In this role, Oliver will manage BlockFi’s Institutional business globally, which includes prime brokerage services, mining equipment-backed and crypto loans, and asset management services to clients across the traditional finance and crypto ecosystem. In his more than 20 years of experience with leading global financial institutions, Oliver has launched, built and scaled businesses across the full...

by PRNewswire

Insurance

ennabl Raises $4M To Transform Insurance Brokerage

February 18, 20224 min

Connecting information across data silos to accelerate insurance brokers and agents into the digital age.

by BusinessWire

Insurance

Alliant Insurance Services Adds Pooling Expertise

August 2, 20212 min

Alliant Insurance Services has announced Kaci Snyder has joined the company as Senior Vice President, Public Entity. As a member of the Public Entity Education & Pooling Practice, Snyder will focus on working with self-insurance pools to provide brokerage, underwriting administration, marketing and comprehensive administration services. “Kaci is an excellent addition to our team; her first-rate administration of pools will be of great benefit to our clients,” said Daniel Howell, Senior Executive Vice President, Alliant Public...

by PRNewswire

Real Estate Platform

Propertybase Launches Next Generation Real Estate Platform

June 6, 20203 min

Global leader in real estate tech focuses on enhanced user experiences with actionable homepage dashboard, brokerage announcements feed, and easy navigation

by PRNewswire

Brokers/Trading

Houwzer Raises $9.5 Million To Expand One-Stop Shopping Experience For Home Buyers And Sellers

February 6, 20207 min

Edison Partners leads Series A Round to help Houwzer expand into new markets, launch title and home insurance divisions, and enhance its end-to-end home services technology platform.

by Ashish Y.

In-House Features

Brokerage vs Investment Bank – Which is better?

January 27, 202011 min

by PRNewswire

Brokers/Trading

Dallas Luxury Real Estate Brokerage Names New Leadership

January 21, 20208 min

Dallas County’s top luxury real estate brokerage, Allie Beth Allman & Associates, promotes Keith Conlon to president of sales after hitting $2 billion in production for two consecutive years. Real Estate Lending “Leadership begins with core values,” began firm founder and CEO, Allie Beth Allman. “Four years ago I started searching for someone to work with me in a leadership role.” Conlon was a multimillion dollar producer as an agent. As Allman visited with Conlon, she recognized a shared sense of...

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