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Fulcro acquires Puerto Rican firm Fiducial AdviserThe alliance becomes the insurance firm’s third large-scale transaction in the past two years
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25 de noviembre de 2024
79°nubes dispersas
Fulcro acquires Puerto Rican firm Fiducial Adviser
Clients of the insurance brokerage firm Fulcro Insurance will be able to receive financial planning services after the merger with The Fiducial Adviser, another Puerto Rican firm specializing in financial and investment management, was finalized this month, according to Ramón Pérez Blanco, Fulcro’s chief executive officer (CEO).
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