Global Newswire by Notified: M&A

AUGUST 1, 2025

This partnership is rooted in our shared commitment to provide Advisors and their clients with the highest standard of service to foster their continued success,” said Bloom. In July, Commonwealth was ranked #1 in Independent Advisor Satisfaction Among Financial Investment Firms by J.D. Power for the 12th consecutive year. Gross profit*.

Acquisitions

Lake Country Advisors

OCTOBER 31, 2024

It grants you partial ownership, decision-making power, and a share of profits, but it also comes with substantial responsibilities. As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement.

Business

Razorpay

MARCH 21, 2024

A mandate is a standard instruction that you provide to your issuing bank and other institutions allowing them to automatically debit the mentioned amount from your bank account. This ensures that the payer is the owner of the bank account and agrees to the terms and conditions of the e-mandate.

IT

Razorpay

JANUARY 2, 2024

Payment processors encrypt sensitive payment information, verify availability, and transfer funds from the customer’s account to the merchant’s account. It facilitates the transfer of funds from the customer’s account to your account. You can then proceed with the order fulfillment and sale completion.

IT

Peak Frameworks

AUGUST 24, 2023

A brokerage is a company that mediates transactions and fosters market liquidity in the financial markets by acting as a middleman between buyers and sellers. Settlement: After the order is executed, there's a process known as settlement, where the buyer pays for the securities, and the seller delivers the shares. In the U.S.,

IT

Razorpay

APRIL 10, 2025

Electronic Mandate (eMandate) works as a standing instruction that allows banks to automatically debit the specified amount as recurring payments from your bank account. This ensures that the payer is the owner of the bank account and agrees to the terms and conditions of the e-mandate. A bank account statement or passbook copy.

IT