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.
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...
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
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
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...
Cache Surpasses $1 Billion in Assets
December 19, 20256 min
Employees and Advisors Embrace Exchange Funds as a Modern Path to Tax-Efficient Diversification
CapIntel Expands Platform and Footprint Amid Rapid 2025 Growth
December 18, 20255 min
Fintech firm earns top global recognition from Deloitte’s Fast 50 (#2) and Fast 500 (#11), revenue rises 9,225% over three years
Skyblue Analytics Announces Strategic Investment Round to Expand Globally
December 16, 20255 min
Round Participation Led by Key Industry Experts and Regional Players Funding to Drive AI Expansion Effort and Further Regional Coverage
Arcesium Unveils New Suite of AI Features in Aquata
December 16, 20256 min
New AI feature release for data platform, Aquata, includes unstructured data processing capabilities to transform manual processes, and MCP server to unlock greater interoperability
SimCorp appoints Iyan Adewuya as Chief Product Officer
December 15, 20254 min
Brings two decades of product leadership experience from S&P Global, BlackRock, and Bloomberg. Has a proven track record of understanding institutional investor needs and delivering innovative solutions. SimCorp, a global leader in financial technology, today announced the appointment of Iyan Adewuya in the newly-created role of Chief Product Officer (CPO). Adewuya is a seasoned product leader with more than two decades of experience in product strategy and innovation. His career spans both public and private markets,...