investment management

Norli Liv & Pension Taps Clearwater to Modernize Investments

May 14, 20254 min

Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that Danish pension provider, Norli Liv & Pension, part of the Norli group, has partnered with Clearwater to modernize its investment accounting, reporting and compliance operations. Clearwater will provide Norli with a single, consolidated view of all in-house and outsourced chief investment officer (OCIO) managed holdings across its public and private asset classes—enhancing investment transparency and empowering better, faster decision-making. The platform...

by BusinessWire

Investments

Nordwand Capital Deepens Investment Expertise Appointing Patrick McGinnis

May 8, 20253 min

Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs

by PRNewswire

Investments

3iQ Launches Solana Staking ETF (SOLQ), SkyBridge Leads

April 16, 20255 min

This landmark launch of the 3iQ Solana Staking ETF (TSX: SOLQ), backed by robust lead investment, underscores 3iQ’s track record as a trailblazer in delivering fully regulated, first-to-market digital asset investment products, including Canada’s first publicly traded Bitcoin and Ether funds, The Bitcoin Fund (TSX: QBTC) and The Ether Fund (TSX: QETH). In October 2023, The Ether Fund and the 3iQ Ether Staking ETF (TSX: ETHQ) became the first exchange-traded products (ETPs) in North America to incorporate staking Ether into their investment strategies. 3iQ Corp. (“3iQ”), a...

by PRNewswire

Platforms

iCreditWorks Raises $60M to Fuel Growth and Sector Expansion

April 15, 20256 min

iCreditWorks raises $60M, led by Comvest Partners and Barings and including a follow-on investment by RedBird Capital, to fuel expansion of the Company's omni-channel PaaS platform and continue its mission to reinvent Point-Of-Sale (POS) financing.

by PRNewswire

Investments

Federated Hermes wins 2025 LSEG Lipper Fund Awards

March 17, 202514 min

Federated Hermes MDT Advisers secures awards for multiple funds and performance periods Two active fixed-income strategies recognized for category outperformance through market cycles

by BusinessWire

Banking

Chilton Trust adds Henry Davison in latest advisory expansion

March 6, 20256 min

Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that Henry Davison, former Managing Director at Bessemer Trust, has joined as a Managing Director, Senior Wealth Advisor in the New York City office. Mr. Davison brings over forty years of experience serving ultra-high-net-worth individuals, advising clients on global strategic asset allocation and providing comprehensive wealth management strategies. Mr. Davison is the most recent hire in a series of...

by GlobeNewswire

Investments

LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel

February 26, 20255 min

LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at...

by GlobeNewswire

Direct Lending

BCI Completes Sale of Majority Stake in Hayfin

February 18, 20255 min

Initially Invested in 2017, ahead of private credit expansion and supported the growth of the platform

by BusinessWire

Investments

Frec Launches Portfolio Allocation Feature

February 5, 20256 min

Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional robo-advisors that enforce automatic rebalancing, Frec empowers investors with the choice of how and when to rebalance their portfolios, marking a shift in how investment management is approached. Most robo-advisors adhere to rigid allocation models, frequently rebalancing portfolios to maintain predetermined ratios. This approach often leads to suboptimal performance, as it requires selling high-performing...

by BusinessWire

Investments

CW Advisors Adds Two Boston-Area RIAs

February 4, 20253 min

CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed. “We are excited to welcome the Aspire...

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