investment management

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."

by PRNewswire

Investments

Agora Secures $34M Series B Funding

May 17, 20246 min

Agora, a leading innovator in real estate investment management solutions, announced the successful completion of its $34 million Series B funding round, led by Israel-based growth fund Qumra Capital, along with Insight Partners and Aleph. The investment will enable Agora to accelerate its expansion efforts and further enhance its innovative product offerings. “We are thrilled to secure this significant investment, which is a testament to the strength of our platform and the promise it holds for reinvigorating...

by PRNewswire

Investments

Park Avenue Securities launches new Private Client Group

May 16, 20244 min

New Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth management experience.

by BusinessWire

Investments

Edelman Financial Engines acquires Soundmark Wealth Management

May 14, 20245 min

Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities

by PRNewswire

Crypto Currencies

Dechert adds Neel Maitra as a partner in financial services practice

May 2, 20245 min

Dechert LLP announced today the addition of Neel Maitra as a partner in its financial services practice group, bolstering the firm’s capabilities in fintech, cryptocurrency, broker-dealer and securities regulatory compliance. Mr. Maitra will join the firm’s Washington D.C. office. “The arrival of Neel is testament to the growth and innovation of our financial services practice and the firm at large,” said Dave Forti, co-chair of Dechert. “Providing the full spectrum of services for asset managers and financial institutions is...

by PRNewswire

Investments

BIP Wealth acquires the Money Advisor Group

May 2, 20246 min

The strategic partnership opens new private investment opportunities for investors in the Columbus, Georgia market

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