Waverly Advisors Acquires CenterPoint Wealth Management
October 4, 20243 min
The acquisition expands Waverly’s reach to new markets in the Indianapolis area
Canary Capital Makes Debut, Launches U.S.’s First HBAR Trust
October 3, 20247 min
Former Valkyrie Co-Founder Launches New Digital Asset-Focused Investment Firm Focused on Delivering Innovative Investment Solutions in Crypto
Beacon Pointe Advisors Bridges New Opportunities with New Acquisitions
October 3, 20247 min
$460M Bridge Advisory and $140M Charleston Investment Advisors Acquired by Beacon Pointe, Amplifying Southern California and South Carolina Presence
AgentSmyth Appoints Robert DiFazio as CSO and Board Member
October 1, 20247 min
Company Surpasses 10,000 Client Searches, Adds 200+ Institutional Traders, and Accelerates Adoption of Its Offerings
TradingBlock Unveils Executing Broker-Neutral Platform
October 1, 20243 min
Traders can now design a custom execution environment while reducing the limitations of being tied to a single executing broker platform
LPL Financial appoints New Head of Investment Management Solutions
September 30, 20245 min
LPL Financial LLC, a leader in the wealth management industry, announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business. Belski brings more than 25 years of experience to LPL, most recently having served as global head of product...
Growth Equity Firm Edison Partners Leads $20M Investment in K1x
September 30, 20245 min
Doubles down on leading SaaS company using AI to modernize K1 reporting
Steward Partners Elevates Multiple Executives to Continue Rapid Growth
September 30, 20244 min
Gonyo Named Head of Wealth Management, Eustace Named Chief Administrative Officer, Condon Named Chief of Staff
SlateStone Wealth Welcomes Temperance Partners as a Strategic Investor
September 27, 20244 min
New Strategic Partnership to Enable Future Investments in Technology, Talent and Business Growth
Tetrix Announces $5 Million Seed Round
September 27, 20245 min
New funding from Innovation Endeavors will support expansion of proprietary data collection, extraction, and analysis platform