The BG Group Advisor team joins UBS in New York City
UBS recently announced that Financial Advisors Michael Bromberg, Daniel A. Gerschel, Joshua Ellner, Rob Mancino and Craig Weinstein, have joined the firm in New York City. Together with their team, The BG Group, they manage more than $2.5 billion in client assets for high net worth individuals and families. They join the UBS Manhattan Wealth Management […]
Cetera appoints Mike Durbin to CEO of Cetera Holdings
Cetera Holdings, the holding company of Cetera Financial Group, the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced yesterday that it has appointed Mike Durbin as CEO. In addition, Durbin will serve as a member of the Cetera Board of Directors. Adam Antoniades will continue […]
CapIntel announces strategic alliance with SEI
CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, today announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services industry. SEI will utilize CapIntel’s intuitive sales platform to further streamline sales and marketing processes […]
Tupperware Brands engages financial advisors to better its capital structure
Tupperware Brands Corporation, a claimed leading global consumer products company, recently announced it has engaged financial advisors to help improve its capital structure and remediate its doubts regarding its ability to continue as a going concern. The Company’s Board of Directors is actively engaged with management to improve the Company’s capital structure and near-term liquidity. […]
Covr unveils digital insurance platform for independent financial advisors
Covr Financial Technologies (Covr) has launched Covr Pro (CovrPro.com), bringing its industry-leading digital insurance platform to independent financial advisors. Originally created for and trusted by 30,000 advisors at leading financial firms, this new offering will give independent financial advisors a simple, digital solution for life, long-term care, linked-benefit, and disability insurance. “Whether a new or […]
Eaglebrook Advisors Launches Crypto Educational Platform for Financial Advisors
Eaglebrook Advisors the largest separately managed account platform in the crypto market, announced that it has launched Eaglebrook IQ, the crypto educational platform for financial advisors, providing training and education on the emerging digital asset market. Eaglebrook currently works with over 500 financial advisors who are actively allocating to Eaglebrook’s Crypto SMAs. Eaglebrook IQ is […]
