Investments - FinTecBuzz

LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel

February 26, 20255 min

LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at...

by PRNewswire

Investments

Global M&A Network names Tess Oxenstierna Investment Banker of the Year

February 26, 20257 min

Award Recognizes Outstanding Leaders and Dealmakers with Notable Impact on the Industry

by BusinessWire

Investments

Brighton Park Capital Welcomes Jeff Surges as Partner

February 25, 20254 min

Brighton Park Capital (“Brighton Park” or “BPC”), an investment firm focused on entrepreneur-led, growth-stage companies in software and healthcare, today announced that Jeff Surges has joined the firm as a Partner. Mr. Surges brings over 25 years of experience in the healthcare technology industry, with a proven track record of driving growth and innovation. Most recently, Mr. Surges served as CEO of RLDatix, the global leader in patient safety information technology solutions, where he was...

by BusinessWire

Investments

Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President

February 25, 20254 min

Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart

by GlobeNewswire

Investments

Redding Ridge to Acquire Irradiant Partners, Expanding AUM

February 24, 20257 min

RRAM, an Affiliate of Apollo, to add ~$11 billion of CLO assets bringing total AUM to ~$38 billion Irradiant’s John Eanes Named Incoming CIO of RRAM US

by GlobeNewswire

Investments

Eyenovia Announces Debt Restructuring to Boost Cash Runway

February 24, 20254 min

Amendment provides financial flexibility to the Company by deferring all interest as well as principal redemption payments through September 2025, while reducing near-term cash needs

by BusinessWire

Investments

B Capital Establishes Office in the Middle East

February 24, 20253 min

Leading Global Asset Manager B Capital Opens Regional Headquarters in Doha to Help Advance the VC and Startup Ecosystem in the Region

by BusinessWire

Investments

Canary Capital Launches Canary AXL Trust

February 21, 20257 min

Canary continues to bridge traditional finance and the opportunities within blockchain technology, offering seamless investment access to cutting-edge Web3 platforms; Canary AXL Trust is the first investment trust in the growing blockchain interoperability category.

by PRNewswire

Investments

LPL Financial Chooses SUBSCRIBE to Upgrade Investment Platform

February 21, 20257 min

The customized alternative investments platform offers one of the Nation's Largest Independent Wealth Management Firms an unparalleled suite of functionality to digitally transform their private fund investment workflows from start to finish.

by PRNewswire

Investments

D2 Asset Management David Brickman as President, Residential Real Estate

February 18, 20254 min

Strategic Hire Builds on D2's $1 Billion Launch and Partnership with Koch Real Estate Investments

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