RIA Channel provides investment videos, podcasts, webcasts, and research daily from financial advisors, portfolio managers, and thought leaders. The firm created its Top 50 Emerging RIA List in an effort to recognize 50 financial companies for being entrepreneurial, independent, and able to emerge as industry leaders each year. Traynor Capital Management will receive a digital… Read more »
Posts Categorized: Financial Services
Hunt Miller Insurance Changes Name to HM Advisors
The roots of HM Advisors go back to 1947. What began as a small independent insurance agency in Warner Robins, Georgia has become a powerful full-service insurance and financial services broker. Until a few years ago the transaction of insurance had been relatively unchanged for nearly 100 years. But like other industries, technology has created opportunities… Read more »
Ignatica, DouBao & EasiTech Ink Deal to Digitise APAC Insurance Sector
Ignatica, DauBao and EasiTech said Friday they’re joining forces to create a new platform that will tap the full potential of the Asia-Pacific region’s burgeoning insurance sector. The three said they’ll integrate the DouBao Digital Cloud, EasiTech Mobile Application and the Ignatica platform to craft a new platform and offer insurers, brokers and agents operating… Read more »
Life Settlement Pioneer Launches PolicyAppraisal.com for Financial Advisors
Life insurance settlement industry pioneer Wm. Scott Page recently announced the launch of PolicyAppraisal.com, a website that uses custom algorithms to enable financial advisors and life insurance agents to determine the existing value of life insurance policies. Using its proprietary software know as Value Finder™, PolicyAppraisal.com’s team uses analytics to quickly identify if a policy… Read more »
CCM Finance is a Leader in Specialized Real Estate Investment Loans
Real estate investors have several options available to them when it comes to securing funding for their investments. There are private financiers who provide loans based solely on the borrower’s credit, there are traditional banks, and there are specialized lenders who work exclusively with real estate investors to ensure that they have access to the… Read more »
