05/12/2021
The reinsurance brokerage operations, which include both treaty and facultative reinsurance, generated approximately $750 million of estimated pro forma revenue
05/11/2021
TN. based, Retirement Specialty Group, a Registered Investment Advisory firm with $40 Million in assets under management, joins JR Dallas Wealth Management.
05/05/2021
The Fund will seek to generate income and capital gains by acquiring catalogs of high quality, globally successful, enduring music copyrights and royalty streams with a focus on Canadian creators.
05/04/2021
The ability to securely aggregate clients' existing positions and cash flow information directly into their financial plan, will deepen the accuracy and impact of plans delivered via firms who have chosen Conquest as their financial planning engine.
05/03/2021
Mutual Brokers is a growing, culturally aligned business that doubles our presence and expands our client capabilities in the key Canberra market," said J. Patrick Gallagher, Jr.
05/03/2021
Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management.