Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform
Careina Williams launches new firm focused on real estate sector
CW Advisors, LLC (âCWAâ), a Boston-based registered investment advisor (âRIAâ), announced the acquisition of Cubic Asset Management, LLC (âCubicâ), an independent account management firm also based in Boston. The deal adds over $700 million of AUM to CWA. Terms of the transaction were not disclosed. âWe are thrilled to welcome the Cubic team and their clients to CW Advisors,â said Paul Lonergan, Chief Executive Officer of CWA. âCubicâs disciplined approach and many years of experience...
Wealthspire Advisors Launches Trust Company
July 12, 20244 min
Trust, Tennessee, Technology, and Talent intersect at Wealthspire Trust to benefit advisors and family wealth clients
The intuitive investment and trading platform moomoo proudly announces that its Research & Development affiliate has been granted seven additional patents in the first half of 2024. These new patents were awarded by the United States Patent and Trademark Office (USPTO), the Japan Patent Office, and IP Australia. The integration of these patented technologies enhances many of moomoo’s star features. For example, by leveraging technologies protected by USPTO patents, moomoo develops and refines its Candlestick Patterns and...
Milestone Achievement Underscores Firmâs Unrelenting Growth, Incomparable Platform, and Superior Service Propelled by Dynasty Network Firmsâ Strong Organic Growth, Resilient Investment Platforms and Thriving M&A Activity
Blackstone announced that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (âBXCIâ) in a newly created role leading client relations for the group. Dickson will oversee BXCIâs Institutional Client Solutions team, serving our investors globally, and more broadly partner on BXCI’s origination efforts with borrowers around the world. Gilles Dellaert, Global Head of BXCI, said: âTyler has incredible insights, experience...
Funds will fuel the companyâs strategic initiatives, global growth, and advancement of its AI-driven financial technology platform for alternative investors
The announcement demonstrates The Vistria Group's continued investment in its most valuable asset: its people
Deal builds on EP presence in region; Veteran team provides personalized approach to financial planning