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prima:Fulcro acquires Puerto Rican firm Fiducial Adviser

The alliance becomes the insurance firm’s third large-scale transaction in the past two years

May 24, 2024 - 11:59 AM

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This content was published more than 5 months ago.
Ramón Pérez Blanco, Fulcro's Chief Executive Officer (CEO), announced the new merger of the entity that will add new services. (Suministrada)

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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