Nomura Strategic Ventures makes an investment in Nada
February 26, 20253 min
New financing will accelerate Nada’s home equity agreement origination business and innovative Homeshares investment platform.
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...
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
The corporate finance and retail banking expert will manage strategic partnerships within new and existing SME markets
Snowden Lane Partners announced two new appointments in exec committee
January 22, 20244 min
Firm Veterans, Alison Burkett and Joe Raieta, Have Been Appointed as Executive Vice Presidents Burkett and Raieta Will Join the Firm’s Expanded Executive Committee Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, announced that Alison Burkett and Joe Raieta have been appointed to the newly-created positions of Executive Vice President. While Burkett and Raieta will retain their responsibilities as Head of Enterprise Development and Head...
Accelerates growth of BlackRock’s Credit platform with a complementary acquisition providing clients with access to growth and venture debt lending strategies