Broker

Mantis Innovation Wins Two ERCG Excellence Awards

Wednesday, September 22, 2021 - 1:00pm

Mantis Innovation , provider of smart, sustainable solutions to improve facility performance, announced today that its Energy Solutions division recently received two ABC (Aggregators, Brokers, and Consultants) Excellence Awards from the Energy Research Consulting Group (ERCG).

Key Points: 
  • Mantis Innovation , provider of smart, sustainable solutions to improve facility performance, announced today that its Energy Solutions division recently received two ABC (Aggregators, Brokers, and Consultants) Excellence Awards from the Energy Research Consulting Group (ERCG).
  • These awards reflect our ongoing mission at Mantis to not only provide turnkey, sustainable solutions, but to also ensure 100% satisfaction throughout the process, said Steve Campbell, President of Energy Solutions, Mantis Innovation.
  • As shown through both of its awards, Mantis Innovation is a leader in the energy broker industry with a demonstrated history of producing success for its clients.
  • Electricity & natural gas broker services are still provided by EMEX, LLC and Patriot Energy Group, Inc., as divisions of Mantis Innovation.

Xevant Announces Key Additions to Its Executive Leadership Team

Tuesday, September 21, 2021 - 3:00pm

Jason's experience in managing teams and selling SaaS solutions over the past 15+ years has led to increasing combined valuations of $500M.

Key Points: 
  • Jason's experience in managing teams and selling SaaS solutions over the past 15+ years has led to increasing combined valuations of $500M.
  • "It's an exciting time to join Xevant with its current state of growth.
  • Lininger said, "I'm thrilled to join the Xevant team and look forward to contributing to a culture already set for success."
  • Xevant is the recipient of the Globee StartUp of The Year Award and is a certified Great Place to Work company.

Rocket Companies Announces Cash Tender Offer and Consent Solicitation for Any and All of Rocket Mortgage's 5.250% Senior Notes Due 2028

Tuesday, September 21, 2021 - 12:47pm

Any Notes validly tendered and related Consents validly delivered may be withdrawn or revoked from the Tender Offer and the Consent Solicitation on or prior to the Early Tender Deadline.

Key Points: 
  • Any Notes validly tendered and related Consents validly delivered may be withdrawn or revoked from the Tender Offer and the Consent Solicitation on or prior to the Early Tender Deadline.
  • No offer, solicitation, or sale will be made in any jurisdiction in which such an offer, solicitation, or sale would be unlawful.
  • Morgan Stanley & Co. LLC is the dealer manager and solicitation agent (the "Dealer Manager") in the Tender Offer and Consent Solicitation.
  • The Tender Offer and Consent Solicitation are made only by the Offer to Purchase and Consent Solicitation Statement.

Fidelity Names Joanna Rotenberg to Lead $4.1 Trillion Personal Investing Division

Monday, September 20, 2021 - 3:53pm

Fidelity Investments, one of the largest and most diversified financial services firms, announced today that Joanna Rotenberg has been named head of its $4.1 trillion Personal Investing division, effective early November.

Key Points: 
  • Fidelity Investments, one of the largest and most diversified financial services firms, announced today that Joanna Rotenberg has been named head of its $4.1 trillion Personal Investing division, effective early November.
  • Rotenberg will report to Abigail P. Johnson, chairman and chief executive officer of Fidelity, and join the Fidelity Operating Committee.
  • Joanna brings to Fidelity a forward thinking, results-driven approach and a passion for the digital experience, said Johnson.
  • Rotenberg accelerated BMO Wealths digitization journeys, including revamping the online investing platform for BMOs direct channel.

World Insurance Associates Acquires Argus Risk Advisors

Thursday, September 16, 2021 - 6:45pm

Tinton Falls, NJ, Sept. 16, 2021 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired The Premium Group, Inc. dba Argus Risk Advisors (Argus) of New York City and Solon, OH on September 1, 2021.

Key Points: 
  • Tinton Falls, NJ, Sept. 16, 2021 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired The Premium Group, Inc. dba Argus Risk Advisors (Argus) of New York City and Solon, OH on September 1, 2021.
  • We are happy to welcome Argus to the World family, says Rich Eknoian, CEO and Co-Founder of WIA.
  • Argus is an experienced and diverse team that is committed to offering insurance solutions that meet their clients needs.
  • World Insurance Associates LLC (World) is headquartered in Tinton Falls, N.J., and is a full-service insurance organization providing individuals and businesses with top products and services across personal and commercial insurance lines, employee benefits, retirement and financial services and human capital management solutions.

Oakbridge Insurance Continues Expansion Through New Partnership with Snider Killingsworth Insurance & Risk Management

Thursday, September 16, 2021 - 1:42pm

ATLANTA, Sept. 16, 2021 /PRNewswire/ -- Oakbridge Insurance Agency LLC (Oakbridge), one of the largest independent insurance and risk management agencies in the Southeast,today announced a new partnership with Snider Killingsworth Insurance & Risk Management (Snider Killingsworth)based in Griffin, Georgia.

Key Points: 
  • ATLANTA, Sept. 16, 2021 /PRNewswire/ -- Oakbridge Insurance Agency LLC (Oakbridge), one of the largest independent insurance and risk management agencies in the Southeast,today announced a new partnership with Snider Killingsworth Insurance & Risk Management (Snider Killingsworth)based in Griffin, Georgia.
  • "We are excited for our partnership with Snider Killingsworth and how the combination provides expanded expertise and resources for our clients," said Oakbridge CEO Robbie Smith.
  • "We are thrilled to become an Oakbridge partner and look forward to the growth and momentum that's ahead for our organization," said Snider Killingsworth CEO Terry Killingsworth.
  • Ranked a "Top 100" insurance brokerage by Business Insurance and Insurance Journal magazines, Oakbridge is now one of the largest privately owned insurance, risk management, and employee benefits agencies in the region.

World Insurance Associates Acquires Offshore Risk Management

Wednesday, September 15, 2021 - 5:06pm

Tinton Falls, NJ, Sept. 15, 2021 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today it acquired Offshore Risk Management (ORM) of Cocoa, FL on September 1, 2021.

Key Points: 
  • Tinton Falls, NJ, Sept. 15, 2021 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today it acquired Offshore Risk Management (ORM) of Cocoa, FL on September 1, 2021.
  • ORM is an international and innovative marine, aviation, and specialty risks insurance broker serving thousands of clients on six continents since 1972.
  • Its great that ORM is joining the World family, says Rich Eknoian, CEO and Co-Founder of WIA.
  • World Insurance Associates LLC (World) is headquartered in Tinton Falls, N.J., and is a full-service insurance organization providing individuals and businesses with top products and services across personal and commercial insurance lines, employee benefits, retirement and financial services and human capital management solutions.

McLeod Software Holds Annual User Conference as In-Person Event in Dallas, TX

Wednesday, September 15, 2021 - 8:00am

The McLeod Software employee base has grown to over 550 people, up approximately 10% since the start of the pandemic in March 2020.

Key Points: 
  • The McLeod Software employee base has grown to over 550 people, up approximately 10% since the start of the pandemic in March 2020.
  • DataFusion brings a framework to give McLeod customers the ability to connect to their customers' supply chains in new ways, such as API web services.
  • This week at the conference, McLeod introduced a new Driver Onboarding product to help carriers automate tasks and speed up the process of driver onboarding, orientation, and preparing for dispatch.
  • MPactPro gives the customer a tool that compares their data to a large composite group of other similar McLeod customers.

Online Brokerage Tiger Brokers Announces Q2 2021 Results; Singapore's Generation Z New Account Openings Increased By Over 90% Y/Y

Wednesday, September 15, 2021 - 2:00am

Eng Thiam Choon, Chief Executive Officer, Tiger Brokers (Singapore), said, "Generation Z, or the internet generation, can be regarded as one of the most disruptive generations ever.

Key Points: 
  • Eng Thiam Choon, Chief Executive Officer, Tiger Brokers (Singapore), said, "Generation Z, or the internet generation, can be regarded as one of the most disruptive generations ever.
  • "At Tiger Brokers, we are constantly working to introduce relevant financial products, services and activities to keep the different types of investors engaged.
  • About Tiger Brokers (Singapore) Pte Ltd.
    Tiger Brokers (Singapore) Pte Ltd ("Tiger Brokers (Singapore)") is a brokerage firm operating with a Capital Markets Services (CMS) Licence from the Monetary Authority of Singapore (MAS).
  • Tiger Brokers (Singapore) is the Singapore entity of UP Fintech Holding Limited (NASDAQ: TIGR), known as "Tiger Brokers" in Asia, a leading online brokerage firm focusing on global investors.

Summit Health Cares and Liquid Technology Team Up to Give New Jersey Students a Boost to Start the School Year

Tuesday, September 14, 2021 - 1:11pm

The computers were then included in the back-to-school backpacks supplied by Summit Health Cares, along with other school essentials.

Key Points: 
  • The computers were then included in the back-to-school backpacks supplied by Summit Health Cares, along with other school essentials.
  • Liquid Technologys managing partner, Richard Greene, explained that the firms work with Summit Health and Summit Health Cares is part of the companys larger commitment to social and digital equity causes.
  • Were thrilled to add new communities and initiatives to our efforts, and look forward to continued opportunities to do so with Summit Health and Summit Health Cares.
  • Summit Health Cares was founded as Summit Medical Group Foundation in 2013 by Summit Medical Group, the premier independent physician-led multispecialty medical group, which is now Summit Health.