Invest Financial Corporation

Resilience Raises $100MM Series D Round, Led by Intact Ventures with Participation from Lightspeed Venture Partners

Retrieved on: 
Monday, August 7, 2023
Insurance, Invest Financial Corporation, Vishaal de Mal, Venture round, Risk management, Swaminarayan, Intact, Founders Fund, Risk, SAN, Series, Lightspeed Venture Partners, Management, V8, Resilience

The Series D round was led by Intact Ventures, an affiliate of Resilience’s primary capacity provider, Intact Insurance’s underwriting companies, with participation by Lightspeed Venture Partners, as well as General Catalyst and Founders Fund.

Key Points: 
  • The Series D round was led by Intact Ventures, an affiliate of Resilience’s primary capacity provider, Intact Insurance’s underwriting companies, with participation by Lightspeed Venture Partners, as well as General Catalyst and Founders Fund.
  • By connecting leaders in finance, risk, and security, the Resilience Solution provides clients with a new way to assess, measure, and manage their cyber risk.
  • “Securing a digital world at enterprise scale requires fundamental behavior change,” said Arif Janmohamed, Partner at Lightspeed Venture Partners, which first invested in Resilience during its Series A round.
  • “We have been long-term believers in the Resilience team because they set out to fill this critical gap from day one.

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Retrieved on: 
Tuesday, March 14, 2023
Retail, Professional Services, Other Retail, Finance, Investment, United Nations Convention on Contracts for the International Sale of Goods, Tic, Van Kampen Investments, Security, Invest Financial Corporation, Invesco, Registered investment adviser, Real estate investment trust, Region, Certified Financial Planner, IBD, GARP, Securities Industry and Financial Markets Association, Legendary, RIA, Certification, Wholesaling, FINRA, National accounts, Broker-dealer, Financial adviser

All three will be working closely with the Registered Investment Advisor and Broker-Dealer channel as part of Lateral’s plans to extend distribution of its private equity products to qualified clients in the retail channel.

Key Points: 
  • All three will be working closely with the Registered Investment Advisor and Broker-Dealer channel as part of Lateral’s plans to extend distribution of its private equity products to qualified clients in the retail channel.
  • Angela has worked with REITS, limited partnerships, Reg D offerings, private and public securities, and traditional investment assets.
  • Ken Johnson, Regional Vice President of Sales, focuses on fundraising as a wholesaler in the IBD channel.
  • Ken earned a Certified Financial Risk Manager designation through GARP in 2006 in his role as Portfolio/Risk Manager for $2 billion AUM traditional and non-traditional investment strategies.

Intact Financial Corporation donates $150,000 to the Canadian Red Cross to help with relief efforts following Hurricane Fiona

Retrieved on: 
Monday, September 26, 2022
Time, TSX, Intact Financial, Company, Intact Insurance Specialty Solutions, Canadian Red Cross, Solution, Registered, Insurance, IFC, Intact, RSA, Invest Financial Corporation, P&C, Financial services

TORONTO, Sept. 26, 2022 /CNW/ - Intact Financial Corporation (TSX: IFC), and its affiliated brands including belairdirect, Intact Insurance, Johnson Insurance and Anthony Insurance, is announcing support for the communities affected by hurricane Fiona in theAtlanticprovinces and eastern Qubec with a $150,000 donation to the Canadian Red Cross.

Key Points: 
  • TORONTO, Sept. 26, 2022 /CNW/ - Intact Financial Corporation (TSX: IFC), and its affiliated brands including belairdirect, Intact Insurance, Johnson Insurance and Anthony Insurance, is announcing support for the communities affected by hurricane Fiona in theAtlanticprovinces and eastern Qubec with a $150,000 donation to the Canadian Red Cross.
  • We have also reached out to governments to offer our help and update them on our approach so far," said Louis Gagnon, Chief Executive Officer, Intact Financial Corporation's Canadian operations.
  • The Intact Foundation will also match employee donations through its employee matching gift program to any Canadian Registered Charity providing relief efforts.
  • In Canada, Intact distributes insurance under the Intact Insurance brand through a wide network of brokers, including its wholly-owned subsidiary BrokerLink, and directly to consumers through belairdirect.

PlanMember Opens New Financial Center in Puyallup, WA

Retrieved on: 
Tuesday, April 5, 2022
Retirement, Multimedia, Financial Center, CEO, World Alliance of International Financial Centers, PSEC, Invest Financial Corporation, CA, COVID, Financial adviser

CARPINTERIA, Calif., April 5, 2022 /PRNewswire/ --PlanMember Financial Corporation is pleased to announce the opening of their new Financial Center, Barron Financial, in Puyallup, WA.

Key Points: 
  • CARPINTERIA, Calif., April 5, 2022 /PRNewswire/ --PlanMember Financial Corporation is pleased to announce the opening of their new Financial Center, Barron Financial, in Puyallup, WA.
  • The new Financial Center will be managed by Matt Sinclair, Steve Barron and Julie Barron.
  • To date, PlanMember has established 44 Financial Centers in 24 states, with a goal of expanding to 80 Financial Centers nationwide.
  • "As a PlanMember Financial Center, Barron Financial Services and its clients will benefit from PlanMember's model by making available such services as our participant call center, personalized planning services, robust financial education resources, and product diversity."

Stagwell (STGW) Announces Agenda And Exciting Slate Of Speakers For November Investor Introduction

Retrieved on: 
Wednesday, October 20, 2021
NASDAQ, NEW, Treasury, YML, Multimedia, The Wall Street Journal, One World Trade Center, Mark Penn, Consumer economy, Invest Financial Corporation, Marketing, Science, Management

NEW YORK, Oct. 20, 2021 /PRNewswire/ -- Stagwell (NASDAQ: STGW) announced today the agenda for its fall investor introduction event on November 8, 2021. Credentialed press are invited to register. Visit this link to reserve a spot.

Key Points: 
  • -Investment & Financials, presented by Stagwell Chief Investment Officer Jason Reid and Chief Financial Officer Frank Lanuto.
  • -Future of the Consumer Economy, a fireside chat with former Treasury Secretary Lawrence H. Summers and Stagwell Chairman and CEO Mark Penn, moderated by the Wall Street Journal's Gerry Baker.
  • A recording of the presentation will be available after the event on Stagwell's website, www.stagwellglobal.com .
  • We deliver scaled creative performance for the world's most ambitious brands, connecting culture-moving creativity with leading-edge technology to harmonize the art and science of marketing.

LPL Financial to Present at the 22nd Annual Credit Suisse Virtual Financial Services Forum

Retrieved on: 
Thursday, February 18, 2021
Finance, Brokerage firms, Money, Investment, LPL Financial, Financial markets, Financial adviser, Registered Investment Adviser, Financial services, Broker-dealer, QNB Bank, Invest Financial Corporation

SAN DIEGO, Feb. 18, 2021 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today announced that Chief Financial Officer Matt Audette will present at the 22nd Annual Credit Suisse Virtual Financial Services Forum on Feb. 25.

Key Points: 
  • SAN DIEGO, Feb. 18, 2021 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today announced that Chief Financial Officer Matt Audette will present at the 22nd Annual Credit Suisse Virtual Financial Services Forum on Feb. 25.
  • LPL Financial is a leader in the retail financial advice market and the nations largest independent broker-dealer*.
  • LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
  • Securities and Advisory services offered through LPL Financial LLC, a registered investment advisor.

LPL Financial Announces Third Quarter 2020 Earnings Release Date and Conference Call

Retrieved on: 
Thursday, October 1, 2020
Finance, Money, LPL Financial, Economy, Financial adviser, Registered Investment Adviser, Investment advisory, QNB Bank, Invest Financial Corporation

SAN DIEGO, Oct. 01, 2020 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the Company), the parent corporation of leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian LPL Financial LLC, announced it will report third quarter financial results after the market closes on Oct. 29.

Key Points: 
  • SAN DIEGO, Oct. 01, 2020 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the Company), the parent corporation of leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian LPL Financial LLC, announced it will report third quarter financial results after the market closes on Oct. 29.
  • LPL Financial ( https://www.lpl.com ) is a leader in the retail financial advice market and the nations largest independent broker/dealer(+).
  • LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
  • Securities and Advisory Services offered through LPL Financial LLC, a Registered Investment Advisor.

LPL Financial to Present at Barclays Global Financial Services Conference

Retrieved on: 
Wednesday, September 2, 2020
Finance, Money, Financial markets, Economy, LPL Financial, Financial adviser, Registered Investment Adviser, Financial services, Broker-dealer, Invest Financial Corporation

SAN DIEGO, Sept. 02, 2020 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today announced that Chief Financial Officer Matt Audette will present at the Barclays Global Financial Services Conference on Sept. 16.

Key Points: 
  • SAN DIEGO, Sept. 02, 2020 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today announced that Chief Financial Officer Matt Audette will present at the Barclays Global Financial Services Conference on Sept. 16.
  • LPL Financial is a leader in the retail financial advice market and the nations largest independent broker-dealer*.
  • LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
  • Securities and Advisory services offered through LPL Financial, a registered investment advisor.

Fitapelli Kurta: Fake Account Statements Allowed Norwalk, Connecticut Financial Advisor James Booth to Steal Millions from Unsuspecting Investors

Retrieved on: 
Tuesday, October 1, 2019
Economy, Finance, Money, Brokerage firms, Financial markets, Invest Financial Corporation, Financial adviser, Broker-dealer, Charles Ponzi, Ponzi scheme

James Booth, a 74-year-old financial adviser with nearly thirty years in the securities business, was arrested for stealing from his investment advisory clients.

Key Points: 
  • James Booth, a 74-year-old financial adviser with nearly thirty years in the securities business, was arrested for stealing from his investment advisory clients.
  • James Booth orchestrated one of the largest and longest-lasting Ponzi schemes in Connecticut history, allegedly stealing over $13 million from his investment advisory clients for more than two decades.
  • To conceal his crimes, Mr. Booth manufactured bogus account statements that bore the names of his broker-dealers, Invest Financial Corporation and LPL Financial .
  • In some instances, Booth paid other brokers registered with Invest and LPL from shell companies that Booth used to allegedly steal from victims.

LPL Financial Reports Monthly Activity for August 2019

Retrieved on: 
Thursday, September 19, 2019
LPL Financial, Financial adviser, Fortigent, Invest Financial Corporation

*Allen & Company of Florida, LLC (Allen & Co.)

Key Points: 
  • *Allen & Company of Florida, LLC (Allen & Co.)
    LPL Financial ( https://www.lpl.com ) is a leader in the retail financial advice market and the nations largest independent broker/dealer+.
  • We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.
  • LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
  • Securities and Advisory Services offered through LPL Financial.