investment management - FinTecBuzz

Forum Investment Group Unveils New Streamlined Website

November 14, 20245 min

Forum Investment Group (“Forum” or the “Firm”), a private real estate investment management firm specializing in multifamily, today announced the launch of its new, unified website: ForumIG.com. The revamped site merges two previously separate websites—ForumCapAdvisors.com, representing the firm’s investment management arm, and ForumRE.com, its core real estate owner/operator platform—into a single, streamlined digital experience providing visitors with a thorough understanding of the firm’s capabilities in real estate debt, private credit and equity investing. Recognized for...

by PRNewswire

Investments

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 12, 20244 min

This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.

by BusinessWire

Investments

Prudential appoints Jacques Chappuis as President and CEO of PGIM

November 11, 20246 min

Jacques Chappuis, formerly co-head of Morgan Stanley Investment Management, will lead PGIM, Prudential Financial, Inc.’s global asset management business, effective May 1, 2025 Chappuis will lead PGIM’s next chapter of growth across public and private markets capabilities David Hunt will retire as president and CEO of PGIM and stay on as chairman until July 31, 2025 to ensure a smooth transition Over his successful 13-year tenure, Hunt led PGIM’s significant growth and international expansion Prudential...

by PRNewswire

Investments

Clearwater Analytics expands EMEA leadership team with three new hires

October 15, 20245 min

Welcomes Adrien de La Grange as Head of Business Development in France, Amina Troger as New Head of Global Delivery for EMEA, and Jose Salas as Head of Partnerships & Alliances for EMEA

by BusinessWire

Risk 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...

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