Pontera and Orion launch new integration
January 30, 20256 min
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
WPCG and HGGC Establish Strategic Partnership with The Wealth Alliance
January 29, 20255 min
Investment will position New York-based RIA with capital and expertise to expand presence
KKR Appoints Guy Metcalfe as Senior Advisor for Global Real Estate
January 28, 20254 min
KKR, a leading global investment firm, today announced the appointment of Guy Metcalfe as Senior Advisor. In his role, Mr. Metcalfe will leverage his extensive real estate and capital markets expertise and relationship network around the world to support KKR’s global real estate investment activity, platform growth, and other strategic initiatives. Mr. Metcalfe previously served as Managing Director at Morgan Stanley and led its real estate investment banking business for over two decades before retiring...
Arax Investment Partners Acquires Cedrus Financial
January 28, 20253 min
Arax Investment Partners (“Arax”), a premier wealth and asset management platform company backed by RedBird Capital Partners (“RedBird”), today announced that it has acquired Cedrus Financial (“Cedrus”), an established RIA headquartered in Littleton, Colorado, managing around $1 billion in assets under management. Financial terms of the transaction were not disclosed. The acquisition marks the latest addition to Arax’s expanding platform, which partners with leading boutique wealth management firms and financial advisors to unlock strategic business...
BeyondTrade Securities Rebrands to Nest Egg Securities
January 24, 20254 min
AI Unlimited Group Inc. (OTCQB: AIUG) is pleased to announce the strategic rebranding of its subsidiary, BeyondTrade Securities Inc., to Nest Egg Securities, Inc. This transformation represents a significant step forward in the company’s progression into the brokerage and self-directed investment landscape, underscoring its commitment to equipping individuals with sophisticated, accessible tools to secure long-term financial stability. A Reimagined Identity for an Evolving Mission The rebranding to Nest Egg Securities underscores the company’s dedication to delivering seamless, innovative...
Fin.Link Welcomes Zander Heinen as President
January 22, 20255 min
Newly created role will facilitate user engagement and partnership growth
Wealth Enhancement Acquires VanceGray Wealth Management, Inc.
January 21, 20254 min
This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion.
Sara Mathew joins Star Mountain Capital as Senior Advisor
January 20, 20256 min
Star Mountain Capital, a rapidly growing employee-owned specialized investment firm with over $4 billion AUM, focused on delivering systematic alpha and low market correlated returns from making private loans and private equity investments and purchasing secondary LP interests and assets in the large, fragmented and resource intensive lower middle-market, announced that Sara Mathew has joined as Senior Advisor.
ROYC Appoints Advisory Board to Drive Strategic Growth and Innovation
January 20, 20254 min
ROYC, a European leader in Platform-as-a-Service for alternative investments, is pleased to announce the formation of a highly experienced Advisory Board with the purpose to assist and advise the Board and company management in key strategic areas such as market expansion and platform development. This reflects ROYC’s commitment to accelerate growth and solidifying its position as a market leader in private markets enterprise solutions for General Partners, Banks, Wealth managers and Multi-Family Offices. ROYC proudly...
CAIS Announces 2025 Nationwide Event Lineup for Advisor Education
January 17, 20255 min
CAIS Live events will empower advisors amidst rising demand for alternative investments