Service First Mortgage

servicefirstmtg.com

Service First is passionate about empowering our team and our customers with the responsible financial management knowledge to promote smart financial habits. We actively recruit and hire energetic, positive and productive people to ensure we are prepared to understand our customers’ needs and provide a reliable, systematic experience. After becoming a top lender in our home state of Texas, we have begun an aggressive expansion with plans to build on our established reputation and high service levels.

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FINANCIAL MANAGEMENT

CANACCORD GENUITY GROUP INC. ANNOUNCES ACQUISITION OF UK ADVISORY BUSINESS RESULTS INTERNATIONAL GROUP LLP

CANACCORD GENUITY GROUP INC. and RESULTS INTERNATIONAL GROUP LLP | August 04, 2022

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Canaccord Genuity Group Inc. is pleased to announce that through its UK & Europe capital markets business, Canaccord Genuity Limited, it has entered into an asset purchase agreement to acquire the business of Results International Group LLP ("Results"). Results is an independent advisory firm headquartered in London, UK, focused in the technology and healthcare sectors which provides M&A and corporate finance services to entrepreneurs, corporates, private equity firms and inves...

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FINTECH

CLEAREYE.AI TO COLLABORATE WITH MICROSOFT FOR THE AI PLATFORM

Cleareye.ai, Microsoft | February 11, 2021

news image

A leading fintech platform, Cleareye.ai, announced that it is going to collaborate with Microsoft. It will use Microsoft technology for powering its products. This offering is document automation powered by Microsoft Azure Artificial Intelligence (AI) and rules reconciliation solution. It is intended for lenders who procedure clemency solicitations as part of the Small Business Administration’s Paycheck Protection Program (PPP), which delivers straight incentives to small in...

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CI FINANCIAL TO ACQUIRE BDF WITH US$4.5 BILLION IN ASSETS

Cision PR Newswire | August 04, 2020

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CI Financial Corp. ("CI") (TSX: CIX) and Balasa Dinverno Foltz LLC ("BDF") of Itasca, Illinois, announced an agreement today under which CI will acquire full ownership of BDF, a private wealth management firm with US$4.5 billion in assets. BDF's excellence has been recognized through its inclusion on the prestigious Barron's magazine list of America's Top 50 registered investment advisor (RIA) firms for 2019. Through offices in the Chicago region, the BDF team of ...

Read More

FINANCIAL MANAGEMENT,INVESTMENT MANAGEMENT

CAPINTEL AND NEI INVESTMENTS PARTNER TO POWER BETTER EXPERIENCES FOR NEI’S WHOLESALERS, ADVISORS, AND CLIENTS

CapIntel, NEI Investments and Aviso Wealth | August 30, 2022

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CapIntel, a leading financial technology company that improves the day-to-day workflow, efficiency and fund analysis for financial services wholesalers and investment advisors, today announced a new partnership with NEI Investments (NEI), a wholly-owned subsidiary of one of Canada’s largest independent wealth management firms, Aviso Wealth Inc. Through this partnership, NEI will employ CapIntel’s intuitive FinTech solutions to streamline sales operations and enhance th...

Read More
news image

FINANCIAL MANAGEMENT

CANACCORD GENUITY GROUP INC. ANNOUNCES ACQUISITION OF UK ADVISORY BUSINESS RESULTS INTERNATIONAL GROUP LLP

CANACCORD GENUITY GROUP INC. and RESULTS INTERNATIONAL GROUP LLP | August 04, 2022

Canaccord Genuity Group Inc. is pleased to announce that through its UK & Europe capital markets business, Canaccord Genuity Limited, it has entered into an asset purchase agreement to acquire the business of Results International Group LLP ("Results"). Results is an independent advisory firm headquartered in London, UK, focused in the technology and healthcare sectors which provides M&A and corporate finance services to entrepreneurs, corporates, private equity firms and inves...

Read More
news image

FINTECH

CLEAREYE.AI TO COLLABORATE WITH MICROSOFT FOR THE AI PLATFORM

Cleareye.ai, Microsoft | February 11, 2021

A leading fintech platform, Cleareye.ai, announced that it is going to collaborate with Microsoft. It will use Microsoft technology for powering its products. This offering is document automation powered by Microsoft Azure Artificial Intelligence (AI) and rules reconciliation solution. It is intended for lenders who procedure clemency solicitations as part of the Small Business Administration’s Paycheck Protection Program (PPP), which delivers straight incentives to small in...

Read More
news image

CI FINANCIAL TO ACQUIRE BDF WITH US$4.5 BILLION IN ASSETS

Cision PR Newswire | August 04, 2020

CI Financial Corp. ("CI") (TSX: CIX) and Balasa Dinverno Foltz LLC ("BDF") of Itasca, Illinois, announced an agreement today under which CI will acquire full ownership of BDF, a private wealth management firm with US$4.5 billion in assets. BDF's excellence has been recognized through its inclusion on the prestigious Barron's magazine list of America's Top 50 registered investment advisor (RIA) firms for 2019. Through offices in the Chicago region, the BDF team of ...

Read More
news image

FINANCIAL MANAGEMENT,INVESTMENT MANAGEMENT

CAPINTEL AND NEI INVESTMENTS PARTNER TO POWER BETTER EXPERIENCES FOR NEI’S WHOLESALERS, ADVISORS, AND CLIENTS

CapIntel, NEI Investments and Aviso Wealth | August 30, 2022

CapIntel, a leading financial technology company that improves the day-to-day workflow, efficiency and fund analysis for financial services wholesalers and investment advisors, today announced a new partnership with NEI Investments (NEI), a wholly-owned subsidiary of one of Canada’s largest independent wealth management firms, Aviso Wealth Inc. Through this partnership, NEI will employ CapIntel’s intuitive FinTech solutions to streamline sales operations and enhance th...

Read More