Asset-MapĀ® and Holistiplan Finalize Integration Partnership
June 17, 20245 min
New Partnership Offers Asset-Map Users Single Sign-on Data Integration Capabilities
First Federal Savings Bank is pleased to announce the appointment of two distinguished professionals to its Board of Directors, effective May 28, 2024. This addition aligns with the bankās commitment to strengthening its leadership team and driving future growth. Phil Rawley serves as CEO of Tri-State Orthopedics and brings a wealth of experience in Private Equity, M&A activity, long and short-term financial planning, business valuation, and international FX trading. Phil received his Bachelorās Degree in...
Fortis Capital Advisors acquires ClearPath Financial, LLC
April 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,Ā IllinoisĀ based firm ClearPath Financial, LLC. As a native of the suburbs ofĀ Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO,Ā Rob Hagg. “Stan NieminskiĀ built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...
Why Health Insurance is Vital in Uncertain Times
April 4, 202410 min
Learn why health insurance is so vital in today's volatile world. Secure your future on this World Health Day!
OneAdvisory rebrands as Dispatch, closes $8 Mn seed funding round
January 11, 20245 min
Refreshed brand identity better aligns with Dispatchās unique ādata orchestrationā solution that solves data flow challenges experienced by RIAs and wealthtechs
Elements launches Ambassador Program
August 31, 20235 min
Brandon Galici, Emlen Miles-Mattingly, Eric Rodriguez and Becky Walsh join as initial advisor evangelists
Uncover the future of secure and compliant document management with David Knoch, CEO of Docupace, in our insightful interview.
PCF Insurance Services Appoints Brandon Gray to VP of Treasury
March 17, 20234 min
PCF Insurance Services (PCF), a top 20 U.S. insurance brokerage firm, announced today the appointment ofĀ Brandon GrayĀ to the newly created role of Vice President of Treasury. “We are very pleased to welcome Brandon to the PCF team,” saidĀ Felix Morgan, Chief Financial Officer and Chief Operating Officer of PCF Insurance. “Brandon brings vast and deep experience in the finance and treasury functions of large, national corporations to this new role at PCF. His knowledge about investment...
