InvestmentsTom Hackett named chief executive officer of Truist Securities
March 14, 20235 min
Hackett succeeds John Gregg, who will retire
InvestmentsNPF Investment Advisors Promotes Tyler Bosgraaf to Partner
March 13, 20235 min
NPF Investment Advisors, one of the longest standing privately owned investment management firms in Grand Rapids, Michigan is pleased to announce that Tyler Bosgraaf, CFA, CFP® was promoted to Partner on January 1, 2023. The promotion reinforces NPF’s belief in elevating top talent, creating an exceptional experience for clients, and remaining a privately owned investment management firm – as it has been since 1933. The firm is also moving to another floor in the Trust...
InvestmentsVanguard Launches Short-Term Tax-Exempt Bond ETF
March 10, 20234 min
Vanguard today launched Vanguard Short-Term Tax-Exempt Bond ETF (Ticker: VTES). The new municipal bond index ETF is managed by Vanguard Fixed Income Group and is designed for tax-sensitive investors with a short-term time horizon and low interest rate risk tolerance. “Vanguard Short-Term Tax-Exempt Bond ETF is built to optimize tax efficiency for investors seeking to allocate to the shorter end of the municipal bond market,” said Sara Devereux, global head of Vanguard Fixed Income Group. “The...
InvestmentsGenstar Announces 2023 Team Promotions
March 9, 20234 min
Ben Marshall to Managing Director; Deryn Jakolev and Chong Ni to Principal; Carson Ewanich to Vice President
InvestmentsHunter Point Capital Introduces GP Financing Solutions
March 6, 20234 min
Richard Golaszewski and Stephen Swentzel to co-lead the new strategy
InvestmentsAltruist Announces Altruist Clearing
March 3, 20235 min
The financial technology company is launching the first all-in-one custodian – combining custody with digital account opening, trading, reporting, and billing into a single, streamlined solution built exclusively for RIAs.
Award winning* SEC registered investment manager changes name to demonstrate the firm’s dedication to digital assets – Commitment to compliance and stringent risk management has served Wave Digital Assets well throughout recent volatility and uncertainty Wave Digital Assets (Wave), the award winning SEC registered digital asset investment management company, is pleased to announce its change of business name. Previously known as Wave Financial, the transition provides clarity as to the company’s dedication to the provision of...
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols, Product Director of Arbor Digital, said: “Tax planning and strategy are critical components of crypto-asset management, and Polygon Advisory Group is the leading provider in this...
InvestmentsPathstone to Acquire Rex Capital Advisors
February 28, 20235 min
Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized wealth management advice and family office services for families, family offices, foundations and endowments, today announced it has entered into an agreement to acquire Rex Capital Advisors. Based in Providence, Rhode Island, Rex provides investment advisory and customized family office services to a select group of ultra-high net worth families and their related entities. Founded in 2002 by Arthur Duffy, Rex Capital originally served as a single-family...
InvestmentsThe Glenmede Trust Company of Delaware Appoints Two Board Directors
February 28, 20235 min
Glenmede, a leading investment and wealth management firm overseeing $40.5 billion in assets under management (AUM), today announced the election of Gabrielle Bailey and Susan Mucciarone to the Glenmede Trust Company of Delaware Board. The Glenmede Trust Company of Delaware was established in 2020 to extend Glenmede’s advisory and service capabilities in support of those private client families who seek to benefit from having their financial affairs administered in Delaware. Ms. Bailey currently serves as Glenmede’s Chief...