Nepsis, Inc. Puts Investment Clarity at Fingertips with Mobile App
October 7, 20224 min
Company strategy cuts through the noise and helps clarify financial decision-making process
Dynasty Financial Partners and Allocate Partner
October 7, 20224 min
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution that will give them the ability to invest in venture capital funds on behalf of their clients. “Venture capital has increasingly been an appealing investment...
Calamos Investments Joe Weidenbach as Head of Wealth Management
October 5, 20225 min
Calamos Investments, a global investment management firm, announced that it has hired private banker Joe Weidenbach, 30-year veteran and Regional President of U.S. Bank Private Wealth Management as Head of Calamos Wealth Management. Calamos President and CEO John Koudounis stated, “We continue to execute our strategic growth plan which includes the further success and expansion of our wealth management business. Joe brings extensive expertise to the firm, and we welcome him to our deep bench of executive talent....
Survey Reveals Tech Trust Gap Amongst UK Bank Customers
October 4, 20225 min
Six in 10 customers who use mobile banking apps have not set up face biometrics for login The trust gap is the largest amongst those aged 55+ New research by Mitek, a global leader in digital identity and digital fraud prevention, and YouGov has found that banking customers’ trust in technology remains low in the United Kingdom. Only half (52%) of UK bank customers feel that technology like artificial intelligence (AI) and biometrics positively impacts...
Commonwealth Launches Investor Identity Research Project
September 30, 20224 min
Research project by Commonwealth to examine investor identity to cultivate inclusive investor ecosystem
Shundrawn Thomas and Anthony Hoye Launch The Copia Group
September 29, 20226 min
Capitalizing on Opportunities within the Lower Middle-Market, The Copia Group will Employ a Proprietary Framework Focused on Driving Scalability and Social Impact
Gemini and Betterment Partner
September 28, 20224 min
Gemini is announcing today a partnership with Betterment, the largest independent digital investment advisor in the US, to begin offering crypto investing portfolios to its customers across their retail and Betterment for Advisors offerings. Betterment has over 730,000 customers across all of its business lines and offerings. Betterment’s forthcoming crypto offering will enable customers to invest in curated crypto portfolios constructed from digital assets listed on the Gemini Exchange with Gemini acting as Betterment’s crypto...
OneDIGITAL acquires KB Financial Companies, LLC.
September 28, 20224 min
Acquisition adds $1 billion to assets under management, expands presence across Northeast
ACON Investments Closes Investment in Actinver
September 27, 20226 min
ACON Investments, L.L.C. (“ACON”) announced today that its affiliate, ACON Latin America Opportunities Fund V, L.P. (“ALAOF V”) and its co-investors have closed an investment in Corporación Actinver, S.A.B. de C.V. (BMV:ACTINVR B; “Actinver” or the “Company”). Actinver is one of Mexico’s leading investment services firms offering wealth management services to individuals as well as corporate and investment banking services to large and middle-sized corporations throughout the country. ALAOF V is ACON’s fifth pool of capital dedicated...
St. Cloud Capital partnership with United Nations-supported PRI
September 27, 20224 min
St. Cloud Capital, a Los Angeles-based private investment firm, is delighted to announce its partnership with the United Nations-supported Principles for Responsible Investment (“PRI”). The PRI is a collective global network that unifies investment managers, asset owners, and service providers who are committed to investing responsibly by embodying Environmental, Social and Governance (ESG) factors into their investment strategies and business operations. St. Cloud Capital will now accompany over 5,000 global signatories, including prominent capital allocators, that...