investment management

Chatham Financial Acquires Tech Startup Verumex

October 3, 20245 min

Chatham Financial, a global leader in financial risk management technology and advisory, announced its acquisition of Verumex (VmX), a comprehensive global data platform serving the complex needs of the commercial real estate (CRE) industry. The combined firm will enable CRE investors and asset managers to resolve common challenges associated with poor CRE data quality, improving day-to-day efficiency and increasing decision-making confidence for clients. CRE veterans Nick Laird, Paul Hiatt, and Ravi Vijayaraghavan founded VmX in...

by GlobeNewswire

Investments

LPL Financial appoints New Head of Investment Management Solutions

September 30, 20245 min

LPL Financial LLC, a leader in the wealth management industry, announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business. Belski brings more than 25 years of experience to LPL, most recently having served as global head of product...

by PRNewswire

Investments

Steward Partners Elevates Multiple Executives to Continue Rapid Growth

September 30, 20244 min

Gonyo Named Head of Wealth Management, Eustace Named Chief Administrative Officer, Condon Named Chief of Staff

by BusinessWire

Investments

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics

September 24, 20247 min

In addition, Kwanti named a finalist in the ThinkAdvisor 2024 Luminaries Awards

by BusinessWire

Compliance & Scoring

Advisers Worry More About Off-Channel Communications Than Marketing

July 16, 20246 min

Marketing and artificial intelligence (AI) follow closely behind

by BusinessWire

Platforms

BlackRock to Acquire Preqin

July 1, 20247 min

BlackRock, Inc. has agreed to acquire Preqin, a leading independent provider of private markets data for £2.55 billion or approximately $3.2 billion in cash. Bringing together Preqin’s data and research tools with Aladdin’s complementary workflow capabilities in a unified platform will create a preeminent private markets technology and data provider. The acquisition adds a highly complementary data business to BlackRock’s investment technology, marking a strategic expansion into the fast-growing private markets data segment. Private markets...

by PRNewswire

Investments

Destiny Wealth Partners named “RIA Team of the Year”

June 28, 20244 min

Inaugural Award Recognizes Exceptionalism in Wealth and Investment Management

by BusinessWire

Investments

Nepsis® Strengthens Tax Division with Strategic Hires

June 19, 20246 min

Industry veterans will contribute to the growth of Nepsis® Tax Solutions and help the firm’s high-net-worth clients overcome complex tax challenges

by PRNewswire

Payments

Matt Murphy Promoted to Chief Executive Officer at FrontStream

May 29, 20243 min

FrontStream Holdings, known for its market leadership in payment solutions and charitable giving, is proud to announce the promotion of Matt Murphy to the position of Chief Executive Officer (CEO). He succeeds Paul Plaia, who will continue to support the organization as a senior advisor. Matt joined FrontStream in 2021 as Chief Financial Officer (CFO). “Having worked side-by-side with our team over the last three years, I’m humbled by what we’ve accomplished so far and excited to continue...

by PRNewswire

Crypto Currencies

DACFP Supports SEC Approval of Spot Ethereum ETFs

May 27, 20245 min

DACFP's Ric Edelman: "Bitcoin and Ethereum are the Coke and Pepsi of crypto. These ETFs are a Landmark Moment for Investors."

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