Top Five Best Liquidity Management Providers to Shortlist in 2024!
June 10, 202411 min
Discover the top five liquidity management providers you should consider shortlisting in 2024!
Opto Investmentsā new leadership appointments; enhances product
March 11, 20246 min
Private markets platform continues momentum with strategic leadership appointments, introduces product enhancements to further unlock efficiency and drive advisor engagement
Winston & Strawn announced a new addition
February 22, 20244 min
Winston & Strawn LLP is pleased to announce that Michelle Abad has joined the firmās New York office as a partner in the Transactions Department and as a member of the firmās Structured Finance Practice. Michelle joins Winston after serving as senior counsel for Rocket Central, the centralized hub for the Rocket Companies fintech platform, where she advised on funding strategies for the development and management of diverse financial products. She managed a broad array...
PitchBook recognized as a 2023 Benzinga Fintech Listmaker
December 20, 20233 min
PitchBook, the premier data provider for the private and public equity markets, was named to theĀ Benzinga Global Fintech ListmakersĀ for Best Data Analysis Tool. The awards, which honor companies making substantial contributions in fintech, also recognized PitchBook as a Best Financial Research Company. PitchBook continues to be the authoritative resource for data and insights on the global financial markets. The company continues to invest in adding new datasets across asset classes, technologies and regions as well...
Thoma Bravo makes strategic investment in BlueMatrix
December 14, 20234 min
Investment to Accelerate Global Growth and Innovation
Blue Chip Partners named a Top RIA Firm in Michigan by Forbes
December 11, 20234 min
Plus, leading wealth management firm launches new educational podcast and investment review series
Golub Capital expands strategic partnership with RGA
December 7, 20233 min
Golub Capital provides a lead investment in Ruby Re
FusionIQ, Avantis Investors to deliver adaptive investment strategies
December 6, 20234 min
TAMP provider and leading asset manager's subsidiary partner to offer ETFs, mutual funds including equities, fixed income, real estate
DWAM named 25th Fastest Growing RIA by SmartAsset
November 23, 20233 min
Duncan Williams Asset Management (DWAM) has earned the distinction of being ranked as the 25th fastest-growing Registered Investment Advisor (RIA) inĀ the United States, according to SmartAsset’s most recent analysis. The financial advisory industry comprises more than 15,000 SEC-registered investment advisors. It places DWAM among the top performers among the 1,700 SEC-registered investment advisors with no disclosures, offering personal financial planning services and managing overĀ $500 millionĀ in client assets. DWAM has demonstrated impressive growth in the past...
PGIM hires Sancia Dalley to Lead DEI Investment Strategies
November 21, 20234 min
Continuing PGIMās long-standing commitment to economic equity in asset management.