The Fintech Revolution That’s Changing the Game

One name has been making waves and transforming the way we think about banking and payments in the fast-expanding financial services market - Revolut. Revolut was founded with the goal of disrupting the traditional financial sector, and it has positioned itself as a pioneer in the fintech revolution, delivering new solutions that are changing...

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Raymond James adds $300 million advisor from Merrill

Raymond James announced Tuesday that advisor Burdette Park, who managed about $300 million in client assets at Merrill Lynch, is joining the firm’s employee advisor channel, Raymond James & Associates. Park and a staffer, Heather Jones, will operate as Burdette Park | Raymond James in Louisville, Kentucky. The firm focuses on...

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Fintech startup Ramp raises $300M at a 28% lower valuation of $5.8B

Fintech startup Ramp has raised $300 million in a funding round co-led by existing backer Thrive Capital and new investor Sands Capital at a post-money valuation of $5.8 billion. The Information reported last week that spend management company Ramp was raising “several hundred million dollars” at a $5.5 billion valuation....

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LPL adds UnionBanc advisor managing $385 million

LPL Financial said Tuesday that Matthew Holbrook, a California advisor who had overseen about $385 million in client assets at UnionBanc Investment Services, has affiliated with its employee advisor channel, Linsco by LPL Financial. Holbrook is launching Coastline Wealth Advisory of LPL Financial in Irvine, California. According to his BrokerCheck report,...

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