The Triple Reward of M&As: Harmonizing People, Processes, and Platforms
Harmonizing people, processes, and platforms in M&As strengthens financial advisory firms for streamlined growth and enhanced client experience
Harmonizing people, processes, and platforms in M&As strengthens financial advisory firms for streamlined growth and enhanced client experience
Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the addition of annuity products to its quoting solution. Annuity quoting with side-by-side comparisons within Hexure’s platform makes finding the right product easier and faster, improving advisor productivity and client satisfaction. “We are excited to expand our quoting capabilities to enable our clients and their advisors to quickly and easily run quotes for various lines of business and product types from...
OnEquity proudly announces the appointment of Angelo Themistokli as Chief Commercial Office
Pineapple Financial Inc., a tech-focused mortgage brokerage with an integrated network of partner brokerages and agents across Canada, announced the launch of Doc Genius, an intuitive, end-to-end document management system that seamlessly connects the highly-secured client portal to the deal conditions in the PineappleONE mortgage application, thereby streamlining the entire process. “Doc Genius unlocks game-changing efficiency by automatically selecting the right conditions and lender requirements, saving time for Mortgage Brokers and clients,” said Kendall Marin, Pineapple...
Drucker Wealth, a hybrid advisory team with $750mm of assets under management, led by father-son duo Lance and Gideon Drucker, recently launched their own independent Registered Investment Advisor (RIA) based in New Jersey & serving clients nationally. They launched their new RIA, Drucker Wealth LLC, after the team separated from Hornor, Townsend and Kent (HTK), their independent broker-dealer of over 40+ years, where they had been the largest advisory team for a record-setting 18 consecutive years. With over...