OneSeven welcomes Palm Coast Wealth Management
Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven.
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Tally launches credit card debt management platform for partners
Tally Partnering with Financial Institutions to Enable Millions More to Reduce Debt
Blue Owl Capital to acquire Kuvare Asset Management for $750 Mn
Blue Owl Capital Inc., a leading alternative asset manager, announced today it has entered into a definitive purchase agreement to acquire Kuvare Insurance Services LP (dba Kuvare Asset Management) (“KAM”) for $750 million. KAM is a boutique investment management firm focused on providing asset management services to the insurance industry, including Kuvare UK Holdings (“Kuvare”). Blue Owl will fund the KAM acquisition through a combination ofĀ $325 millionĀ in cash andĀ $425 millionĀ in Blue Owl Class A common...
Mindset Wealth Management launches with tru Independence
Mindset co-founders select tru to power independence and build a firm with differentiated investment management capabilities
Sagard, HalseyPoint Asset Management enter into strategic partnership
Alternative asset manager Sagard acquires 40% stake in HalseyPoint CLO platform to help accelerate next phase of growth - Platform to be co-branded Sagard | HalseyPoint
Understanding the Importance of Personal Finance Management
Learn why Personal Finance Management (PFM) tools are crucial for banks and consumers alike.
Mercer Advisors acquires MDK Private Wealth Management
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), announced the acquisition of MDK Private Wealth Management, LLC (hereinafter “MDK”). MDK is a comprehensive wealth management firm located in Seattle, Washington. MDK, founded in 2020 by Co-Founders Paul Meyer,Ā Jaimi Dennehy, andĀ Chris KalafatisĀ and complemented by a highly qualified team of professionals, serves its Ultra High Net Worth (“UHNW”) clientele with assets under supervision of overĀ $2.5 billion. MDK offers a full range of family...
MAI Capital Management acquires LWS Wealth Advisors
Transaction to add approximately $562 million to MAIās client AUM and to provide LWS with robust internal infrastructure and alternative asset management capabilities
StratCap expands management team with two key hires
StratCap, a global alternative investment management platform, is proud to announce that it has expanded its executive leadership team with the addition of two key professionals in Katie Peterson as Vice President of National Accounts and Andre Hatibi as Vice President of Internal Sales. These additions will support the ongoing growth of the StratCap distribution team as the company continues to scale its digital infrastructure investing activities, highlighted by the companyās recent closing of nearly...
Keebeck Wealth Management announced partnership with iCapitalĀ®
Partnership leverages iCapital's innovative technology platform and comprehensive educational resources to enhance Keebeck's tailored solutions and investment opportunities.