Firm Closed Record Number of Tactical Credit Investments in Q4, Focused Principally on Specialty Finance and Corporate Lending Siguler Guff Also Launched its First Evergreen Credit Fund for Tactical Credit and Its Credit Platform Raised Over $1.2 Billion
Industry veteran joins $69 billion RIA to lead and scale its high-performing client development teams
Proteus, LLC (“Proteus”), a leading alternative investment platform, is thrilled to announce its collaboration with Pathway Capital Management, LP (“Pathway”), a leader in private markets investing. This collaboration introduces a private investment access platform and an innovative approach to co-investments tailored for the wealth management channel, helping broaden the access to private markets for Registered Investment Advisors (RIAs) and their high-net-worth clients. “We are thrilled to collaborate with Pathway on this important initiative,” said Jason Brown,...
Michael Arougheti to Continue as Chief Executive Officer
Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional robo-advisors that enforce automatic rebalancing, Frec empowers investors with the choice of how and when to rebalance their portfolios, marking a shift in how investment management is approached. Most robo-advisors adhere to rigid allocation models, frequently rebalancing portfolios to maintain predetermined ratios. This approach often leads to suboptimal performance, as it requires selling high-performing...
CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed. “We are excited to welcome the Aspire...
New funding will accelerate Jump’s rapid growth, drive development of advanced artificial intelligence (AI) tools to increase productivity and streamline client interactions for financial advisors
AlphaCore continues to execute on its long-term growth strategy, adding new talent and resources.
Investment bank releases eighth annual Outlook Report with predictions for dealmaking within traditional and emerging technology
Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors and a NewSpring Holding platform company, is thrilled to announce significant growth and milestones achieved in 2024. Celebrating its 25th anniversary, Wealthcare’s sustained momentum underscores its commitment to empowering advisors, driving growth, and providing unparalleled service to clients. Key Highlights of Wealthcare’s Remarkable 2024 Achievements: Continued Growth Across Affiliation Channels: In 2024, 15 new advisors joined Wealthcare, expanding the firm’s national presence to 29 states....
