client service - FinTecBuzz

Inszone Insurance Services Expands into Texas Acquiring LIA Texas, LLC

November 18, 20245 min

Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of LIA Texas, LLC, a respected agency based in Dallas, Texas. This strategic acquisition enhances Inszone’s footprint in Texas, enhancing the company’s ability to provide personalized service and diverse insurance solutions to clients in the Lone Star State. Founded in 1984 by Bobby and Emma Lyons, LIA Texas, LLC—known as Lyon’s Insurance Agency—has built a...

by GlobeNewswire

Platforms

S64 Appoints Andy Gent as Global Chief Operating Officer

July 26, 20244 min

S64, the leading alternatives fintech and solutions partner to the wealth management industry, has announced the appointment of Andy Gent as Global Chief Operating Officer (COO). His appointment bolsters S64’s executive team as the firm prepares for its next phase of growth. Andy will be responsible for leading S64’s corporate functions across its global operations in EMEA, APAC and LatAm. He will also be instrumental in driving execution of the firm’s key strategic priorities across...

by PRNewswire

Insurance

Higginbotham welcomes Aboard Adams Benefit of Boca Raton, Florida

April 24, 20246 min

Expanded Resources, Shared Culture, South Florida Footprint Prove Key to Collaboration

by PRNewswire

Investments

Choreo bolsters organic growth strategy appointing four senior leaders

April 3, 20245 min

Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm's Ability to Drive Organic Growth and Develop Key Referral Sources