Investments – Page 14

Apex, Allfunds Partner to Expand Offshore Investing Access

January 12, 20264 min

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™...

by BusinessWire

Investments

Coincheck Group Signs Agreement to Acquire 3iQ

January 9, 20268 min

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...

by PRNewswire

Investments

Heron Finance Expands Platform with New Infrastructure Strategy

January 9, 20266 min

Heron Finance now offers a globally diversified private infrastructure investing portfolio with exposure to 1,000+ infrastructure assets.

by PRNewswire

Investments

Concorde Investment Services Announces Adoption of AltsIllustrator

January 8, 20264 min

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...

by CD Valet

Investments

CD Valet 2025: Short-Term CDs Surge as Yield Curve Flattens

January 8, 20266 min

January 2026 CD rate trends show growing opportunity with longer-term CDs

by WealthFeed

Investments

ACM Partners With WealthFeed AI-Powered Lead Gen to Fuel Organic Growth

January 7, 20266 min

Financial advisors participating in ACM’s PathFinder platform, which provides solutions for 401(k) and other retirement plan participants, gain access to WealthFeed

by PRNewswire

Investments

Siranogroup Launches Its Unified Multi Asset Investment Platform

December 24, 20253 min

Siranogroup today announced the launch of its integrated investment platform, introducing a streamlined approach to accessing global financial markets through a single, centralized environment. The platform is designed to support CFD trading across multiple asset classes, including forex, global equities, commodities, indices, and cryptocurrencies. The company’s platform brings together execution, monitoring, and portfolio management tools to help users navigate fast-moving markets more efficiently. By consolidating these functions into a single account, Siranogroup reduces operational complexity, allowing users...

by BusinessWire