VanEck Brings Multi-Asset ETF Model Portfolios to Orion Platform

VanEck today announced that several of its ETF model portfolios are now available through Orion, a premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them. The collaboration expands access to VanEck’s multi-asset investment strategies and marks the firm’s first model portfolio integration with the Orion platform. Advisors on the Orion platform can access VanEck’s models at no additional cost, enabling them to implement diversified, multi-asset strategies while outsourcing portfolio construction, trading...

Zephyr Integrates ByAllAccounts to Expand Advisor Data Access

Zephyr, a subsidiary of Informa plc, and a recognized leader in asset and wealth management software today announced an integration with Morningstar’s ByAllAccounts, a premier data aggregation platform serving the wealth management ecosystem. This integration marks a significant step forward in transforming the way advisors are using Zephyr software to manage client data and deliver value. “This integration underscores Zephyr’s commitment to equipping advisors with cutting-edge tools that enhance their ability to serve clients effectively,”...

Crowd Street Taps Dave Kasouf as Newly Minted Chief Private Markets Officer

The new role, backed by Kasouf’s extensive experience, will support the firm’s efforts to onboard an expanding range of asset managers and strategic collaborators that will broaden access for members and support their self-directed investing experience Crowd Street, a private market investment platform helping members achieve their financial goals by providing direct access to private market investment opportunities, today announced Dave Kasouf as Crowd Street’s Chief Private Markets Officer. In the newly created position, Dave will lead the firm’s...

ECI, DiamondLake Combine to Launch Investment Platform

Commercial Real Estate Enterprise SteelWave LLC, In Partnership With DiamondLake And Enabled By ECI, Intends To Direct Capital Into High-Quality Real Estate And Structure Investment Vehicles For Public Market Investors ECI (e-Cobalt Investing LLC), a U.S.-based digital asset investment management firm that structures private strategies aimed at generating returns in the digital asset market, and DiamondLake Minerals, Inc. (OTC: DLMI), a multi-strategy operating company specializing in digital assets and SEC-registered security tokens, today announce a...

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