financial advisor - FinTecBuzz

Comvest and Manulife to Form Private Credit Platform

August 7, 20256 min

Comvest Credit Partners, a leading middle market direct lending private credit manager with $14.7 billion of assets under management on its platform, announced today that it has signed a definitive agreement with Manulife, through its Global Wealth and Asset Management segment, to sell a 75% stake in its private credit business. As part of the agreement, Manulife’s existing Senior Credit team managing $3.7 billion AUM will align with the Comvest team to create a stand-alone...

by Jennifer Valdez

Guest Articles

Wealth Transfer to Women: Opportunities and Challenges for Advisors

May 14, 202511 min

Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.

by BusinessWire

Payments

Corsair Capital closes ~$600M Multi-Asset Continuation Fund

May 8, 20255 min

Corsair received strong support from new and existing limited partners to back portfolio of leading European financial services assets

by PRNewswire

Banking

Surfin Meta Raises $26.5M in Round Led by Global Investors

April 25, 20258 min

Surfin Meta Digital Technologies, Singapore-headquartered financial technology solutions provider for the underserved, announced the successful completion of its oversubscribed funding round on April 23 2025. Woori Venture Partners, Washington University in St. Louis, and Phillip Private Equity participated in this round, bringing total funding to USD 26.5 million. This is a remarkable achievement and milestone from the initial investment of USD 12.5 million that was led by Insignia Ventures Partners in October 2024. It is also a reflection of continued investor confidence in Surfin’s business...

by BusinessWire

Investments

AdvizorPro Unveils TrafficIQ for Real-Time RIA Interest Data

April 8, 20254 min

Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively

by GlobeNewswire

Platforms

LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

March 13, 20258 min

LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie...

by GlobeNewswire

Investments

Redding Ridge to Acquire Irradiant Partners, Expanding AUM

February 24, 20257 min

RRAM, an Affiliate of Apollo, to add ~$11 billion of CLO assets bringing total AUM to ~$38 billion Irradiant’s John Eanes Named Incoming CIO of RRAM US

by GlobeNewswire

Investments

Eyenovia Announces Debt Restructuring to Boost Cash Runway

February 24, 20254 min

Amendment provides financial flexibility to the Company by deferring all interest as well as principal redemption payments through September 2025, while reducing near-term cash needs

by Kevin Knull

Guest Articles

Financial Advisors: Prevent Tax Fraud with Fintech Solutions

February 6, 202519 min

Financial advisors can combat tax-related identity theft using fintech tools, proactive strategies, and security measures. Protect clients from growing fraud risks.

by PRNewswire

Insurance

Nationwide to Acquire Allstate Employer Stop Loss Business for $1.25 bn

January 31, 20254 min

The acquisition will strengthen and diversify Nationwide's portfolio, meeting more of the financial services needs of small businesses

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