Rebranding from Filament Syfter, the firm’s new name and identity reflect its role in enabling every firm to unify their proprietary internal data and external market data into a single source of firm-wide market intelligence
CV Advisors LLC, a leading multi-family office, today announced that Hailey Gordon has joined the firm as a Portfolio Manager. Mrs. Gordon’s responsibilities will span both client advisory and the firm’s research and investment team. She will oversee investment management for a select group of client families, including portfolio construction, asset allocation, and manager selection. In addition, she will partner closely with Founder, Chief Executive Officer and Chief Investment Officer, Elliot Dornbusch to develop and...
Solomon Partners today announced that David A. Shiffman has been appointed Head of Investment Banking, a new executive leadership position focused on scaling the firm while preserving its entrepreneurial culture. In his expanded role, Mr. Shiffman will work closely with the CEO and Group Heads to accelerate growth through partner recruitment, new business development, and client engagement. He will also oversee the Mergers & Acquisitions and Capital Advisory groups and expand the use of these capabilities to benefit...
Level2, an intuitive, fully visual platform, that simplifies strategy creation and automation for traders of all experience levels, today announced its partnership with Webull, an online investment platform. Embedded directly into the Webull platform, Level2 empowers traders to create, test, and execute automated strategies without writing a single line of code, transforming the trading experience and redefining engagement. The integration addresses a critical gap in the market: retail traders crave institutional-grade automation, but few platforms...
Full technical integration of Allfunds’ wealthtech platform within AscendOS offers U.S. and international firms an automated, efficient gateway to a comprehensive universe of offshore mutual funds, ETFs, and alts Apex Fintech Solutions, Inc., an innovation launchpad for the global investing ecosystem, today announced a strategic agreement with Allfunds, a leading wealthtech platform with over €1.7 trillion in assets under administration. The agreement delivers an extensive technical integration of the Allfunds platform within the Apex AscendOS™...
Coincheck Group N.V., the holding company of Coincheck, Inc., one of Japan’s leading crypto asset exchanges, today announced that it has entered into a stock purchase agreement with its majority shareholder, Monex Group, Inc., as seller, to acquire approximately 97% beneficial ownership of 3iQ Corp., one of the world’s leading alternative digital asset managers. 3iQ is based in Ontario, Canada. The Transaction Pursuant to the agreement, based on an agreed value for 3iQ of USD...
Heron Finance now offers a globally diversified private infrastructure investing portfolio with exposure to 1,000+ infrastructure assets.
Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, today announced the firmwide adoption of AltsIllustrator™, an innovative analytics and comparison platform developed by two financial advisors within the Concorde system. The new tool is now available to all Concorde-affiliated advisors to support deeper due diligence, clearer investment comparisons and more informed client recommendations regarding Section 1031 exchange investments via Delaware statutory trust offerings. AltsIllustrator was created by experienced advisors...
January 2026 CD rate trends show growing opportunity with longer-term CDs
Financial advisors participating in ACM’s PathFinder platform, which provides solutions for 401(k) and other retirement plan participants, gain access to WealthFeed
