Search / 59 results found

from
to
  • Updated

LOS ANGELES, Oct. 25, 2021 /PRNewswire/ -- JLL's Hotels & Hospitality Group announced that it has arranged a $450 million refinancing for the Hyatt Regency Waikiki Beach Resort & Spa, a 1,230-key, world-class resort along Kalakaua Ave., directly across from the world-famous Waikiki Beach in Honolulu, Hawaii.

  • Updated

SAN JOSE, Calif., Oct. 20, 2021 /PRNewswire/ -- BrightPlan, a leader in Total Financial Wellness, today announced a strategic partnership with USI Insurance Services, one of the largest insurance brokerage and consulting firms in the world, that will bring financial well-being benefits to more employees across the country. This includes financial planning and investing tools, advice from experienced financial advisors and a plethora of educational resources. 

  • Updated

SOUTH COAST METRO, Calif., Oct. 14, 2021 /PRNewswire/ -- Golden State ("firm") and their financial advisor Michael Rohling of Rohling Wealth Management recently became capable of servicing clients in British Columbia. The firm assisted Michael in navigating and fulfilling the complex international regulatory process to ensure continuity for his clientele in the province of British Columbia.

  • Updated

LOS ANGELES, Oct. 13, 2021 /PRNewswire/ -- Cetera, one of the industry's largest networks of financial professionals, today commemorated the success of its recent annual Connect experience for all Cetera-affiliated financial professionals. Connect21, the second virtual version of Cetera's annual event, was designed and inspired by advisors for advisors and combined the best educational and experiential elements from Cetera's annual Connect conference series. Connect21 was held over six days in late September, attracting nearly 6,000 registrants to a powerful blend of inspiration, education, networking and entertainment.

  • Updated

LOS ANGELES, Sept. 30, 2021 /PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today commenced the next phase of its strategic transformation with the announcement of its acquisition of PreciseFP, the wealth management industry's leading data gathering and client engagement solution. Built by advisors for advisors, PreciseFP is combining its innovative client-facing capabilities with the Docupace Platform's powerful automation, workflow and operations processing tools to create an end-to-end wealthtech ecosystem for advisors to engage clients and prospects.  The acquisition, which was announced at the Riskalyze Fearless Investing Summit in Palm Springs, CA, amplifies Docupace's new account opening and client onboarding capabilities, while positioning the company for leadership across both the RIA and IBD segments of the wealth management space.

  • Updated

SAN FRANCISCO, Sept. 29, 2021 /PRNewswire/ -- Stout is pleased to announce that Tricia Salinero has joined the firm as Managing Director and Head of Technology, Media, and Telecom in the Investment Banking group. Tricia brings more than 20 years of experience and has completed more than 100 technology M&A transactions, exceeding $4 billion in value. She has transacted in sectors including enterprise software, SaaS, infrastructure, tech-enabled services, IOT, AutoTech, and networking and edge computing, and represented companies that sold to Google, Microsoft, Red Hat, Oracle, Blackbaud, Northvolt, Honda and Social Capital.

  • Updated

LOS ANGELES and NEW YORK, Sept. 28, 2021 /PRNewswire/ -- Financial advisors have a new way to increase their content's reach and impact with the launch of FiComm Partners' ("FiComm") AmpliFi offering. The integrated communications agency specializing in the financial services industry launched its third business offering built specifically for growing advisors who are looking to scale and develop marketing and public relations strategies around their proprietary content.

  • Updated

PALOS VERDES, Calif., Sept. 27, 2021 /PRNewswire/ -- Integrated Advisors Network announced the release of their 'Journey to Independence' podcast series. "It's a conversation for advisors considering independence with advisors who have already made the leap. We feel that advisors considering independence are more receptive to hearing about the journey from a peer. We wanted to provide the opportunity for some of our advisors to share the worries and hesitations they had going independent. Hopefully, their stories will inspire other advisors and dispel some of the myths and fears," said podcast host and Integrated co-founder Linda Pix.