Investments - FinTecBuzz

PPB Strengthens Position with Key Milestones in 2024

January 16, 20254 min

PPB Capital Partners, a pioneer alternative investment platform and operational service provider, is pleased to announce another successful year underscored by several strategic developments in both their core business practices and industry influence. Specifically, PPB is seeing record sales and expansion in firm operations. PPB increased their customized solutions business by 30% and expanded their operational team by 60% to support growth. The results of 2024’s achievements have propelled the company to new levels. In...

by BusinessWire

Investments

Waverly Advisors Acquires Dickinson Investment Advisors

January 15, 20254 min

Waverly enters Iowa market

by BusinessWire

Investments

NCR Atleos Announces Chief Financial Officer Transition

January 14, 20254 min

Andy Wamser to succeed Paul Campbell as Chief Financial Officer

by PRNewswire

Investments

Vanguard Expands Fixed Income Lineup with New Actively Managed Bond ETF

January 13, 20254 min

Vanguard today announced plans to introduce Vanguard Short Duration Bond ETF (VSDB), an active fixed income ETF that will be managed by Vanguard Fixed Income Group. Vanguard intends to launch the ETF in early April of this year. “The addition of VSDB to our line up underscores Vanguard’s commitment to meeting the needs of our clients, providing them with access to Vanguard’s world-class active investment talent at a low cost with the convenience and flexibility...

by PRNewswire

Investments

Cerity Partners Welcomes Prio Wealth

January 10, 20253 min

The addition of Prio Wealth will deepen Cerity Partners' wealth management offerings for private and corporate clientele across the Boston metropolitan area. The merger adds $4.1B in AUM to Cerity Partners.

by GlobeNewswire

Investments

Badgley Phelps Appoints Tim Thomas, CFA® as CIO

January 9, 20254 min

Outgoing CIO Steve Phelps to continue with firm as wealth manager and research analyst

by BusinessWire

Investments

William Blair Names Stewart Licudi Head of European Investment Banking

January 8, 20254 min

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, has named Stewart Licudi as the firm’s head of European investment banking. Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe. “Stewart draws on decades of delivering world-class outcomes for clients and has played a pivotal role in expanding our capabilities across the continent. He has been living into and epitomizing our culture of collaboration...

by PRNewswire