CircleBlack Partners with Robertson Stephens
April 22, 20215 min
Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA
CIT Serves as Lead Arranger on Senior Secured Credit
August 17, 20204 min
CIT Group Inc. (NYSE: CIT) today announced that its Asset-Based Lending business, working in conjunction with its Sponsor Finance group, served as lead arranger on senior secured credit facility for von Drehle Corporation, a leading maker of high quality paper towel, tissue and dispensing products. von Drehle, headquartered in Hickory, North Carolina, used the proceeds to refinance debt and for general corporate purposes. “The global pandemic has increased public understanding about the importance of cleaning and sanitation, and von Drehle has the...
Advantage Fee version 8.5 includes advanced user experience and persona-based UI functionality, increased cloud compatibility, greater API integration, and new invoice automation workflow
AllocateRite Announces Hiring of New Director of Sales
July 1, 20203 min
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite's Data Science-Powered Risk Analytics and Investment Technology Platform
Jane Conway Joins Voya Investment Management
June 24, 20203 min
Voya Investment Management, the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that it has hired Jane Conway, Ph.D. as head of Distribution Enablement and Intelligence. Based in New York, Conway reports to Charlie Shaffer, head of Distribution, Voya Investment Management FinTech News. In this new role, Conway is responsible for leveraging and advancing Voya’s Enterprise Data Management capability to provide actionable, data-driven insights and tools to help Sales, Marketing, and Client...
CSRHub Partners with FinMason to Provide ESG Ratings
June 20, 20203 min
CSRHub, the leading provider of ESG (Environment, Social, Governance) consensus ratings, today announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. “CSRHub’s multifaceted approach to standardizing ESG data and rankings, and the ability they offer to drill down to several subcategory levels, gives investors a holistic and normalized basis upon which to...
Tegra118 Makes First Strategic Acquisition with Purchase of Retirement Income Planning Software
June 12, 20205 min
RetireUp enables dynamic client-advisor interactions on retirement income, bringing exciting new capabilities to Tegra118’s front office solution set
Merchant eSolutions, Inc. Rebrands To MerchantE
June 12, 20205 min
New Co Expands on Legacy Products to Offer Broad Suite of Financial Tools for Growing Businesses
Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
J.P. Morgan Asset Management Hires New U.S. Head of Global Tactical Asset Allocation
March 14, 20203 min
J.P. Morgan Asset Management today announced it has hired Gary Herbert as a managing director and U.S. Head of Global Tactical Asset Allocation (GTAA) for its Multi-Asset Solutions business, which oversees $265 billion in AUM. Mr. Herbert joined from Brandywine Global LLC, where he was Global Head of Credit and Multisector strategies. In this new role, Mr. Herbert will be responsible for the global tactical asset allocation investment process and will also serve as a key contributor to the...