DWAM named 25th Fastest Growing RIA by SmartAsset

Duncan Williams Asset Management (DWAM) has earned the distinction of being ranked as the 25th fastest-growing Registered Investment Advisor (RIA) in 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 over $500 million in client assets. DWAM has demonstrated impressive growth in the past...

ETD and Global Investor Group Unite as FOW

ETD, the leader in derivatives data solutions, and Global Investor Group (GIG), a premier provider of global markets news and events, announced that they are coming together under the Futures and Options World (FOW) brand. FOW will be the go-to source for derivatives market intelligence, with a database covering over 110 global exchanges, industry news and insights, and a global portfolio of established conferences. “Today marks a pivotal moment in our journey. As we unite...

StepStone Group unveils SPI by StepStone

StepStone Group Inc., a global private markets investment firm focused on providing customized investment solutions and advisory and data services, introduces SPI by StepStone, a suite of applications providing proprietary data, research, and tools to StepStone’s clients and investment teams. SPI by StepStone has been built, refined and expanded over several years to become a leading technology solution for private markets participants, uniting the firm’s existing research, data, and private markets tools into a single...

Tegus partners with Blue Heron

Tegus, the leading investment research platform, announced a partnership with Blue Heron Research Partners for a new offering, Management Checks by Blue Heron. This offering expands Tegus’ core suite of expert research by providing users with critical insights on the strengths, weaknesses, and management styles of CEOs and key executives, all within the Tegus platform. Management Checks by Blue Heron will be available in the Tegus platform beginning on November 8, 2023. See the full details...

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