Flavio Porciani joins TPG as Partner
August 29, 20234 min
Appointment expands and strengthens TPG Capital’s industry-leading software franchise in Europe
Sowell Management grows organically, ahead of RIA Curve
August 28, 20238 min
RIA adds more advisor partners to its expanding firm
Merit Financial upgrades Client Experience with Nitrogen Growth Platform
August 23, 20234 min
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities
Cboe Global Markets announced new appointment
August 18, 20234 min
Cboe Global Markets, Inc, the world’s leading derivatives and securities exchange network, announced Mandy Xu had joined the company as Vice President and Head of Derivatives Market Intelligence. In this role, Xu is planning to produce high-level insights and analysis on derivatives market themes and flows, with a focus on furthering client education on Cboe’s markets and its leading suite of derivatives products. “Being a trusted derivatives marketplace and information provider is part of Cboe’s...
Beacon Capital Management recognized in 2023 RIA Ranking
August 17, 20232 min
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth
Invest Inc. announced Reg A+ Offering: a new era in Fintech begins
August 10, 20233 min
The future of fintech has a new face, and its name is Invest Inc. With great enthusiasm, we are proud to announce our Reg A+ offering, a transformative step that underscores our commitment to democratizing premium financial market information and technologies. Regulation A+ allows us to offer our shares to the general public, paving the way for a wider range of investors to be part of our groundbreaking journey. This offering, available to both accredited and non-accredited investors,...
LaSalle St. outlined concierge support program for advisors
August 1, 20233 min
Firm Provides Personalized, Hands-On Support for Advisors Considering Technology Investment and Allocations within a Practice Firm Delivers Strong First Half 2023 Growth Due to Bespoke Advisor Support
OneSeven and Merchant align with Callahan Financial
July 31, 20233 min
Strategic, collaborative partnership equips $200M RIA for next phase of growth
EarlyBird unveiled EarlyBird 2.0: Family Finance Reimagined
July 27, 20234 min
EarlyBird, the leading innovator in family finance, proudly announces the highly anticipated launch of EarlyBird 2.0. This groundbreaking new platform sets an elevated standard in family finance, introducing a novel approach that uniquely combines fintech and social. With EarlyBird’s newest launch, they aim to foster financial growth for children by introducing a unique community-based investing experience that connects family and friends to the children they love through the celebration of meaningful milestones and moments. “After...
Salmon raised USD 20MM of Financing
July 24, 20236 min
Consumer fintech Salmon announces it has secured a USD 20MM debt facility from U.S. emerging-markets specialist investment firm Argentem Creek Partners, enabling Salmon to further scale its lending operations across the Philippines. Building on significant investor interest in the debt placement, Salmon will expand its loan book, leveraging its existing point-of-sale and cash loan lending, and will launch new disruptive products in the second half of 2023. The debt transaction, which was completed despite the...