AIM Introduces First Manager-Traded Strategies with Schwab Asset Management
January 30, 20264 min
Partnership expands fixed income options for financial advisors with actively managed, institutional-quality bond strategies
St Mary Capital Introduces Momentum Tracking Dashboard
November 20, 20255 min
St Mary Capital, a financial technology firm providing investment solutions, today announced the launch of its Momentum Tracking Dashboard. The new function allows users to track market activity and discover momentum trends across several asset classes. It is a component of the company’s continuous effort to improve investor decision-making and data visibility. The Momentum Tracking Dashboard is designed to present a real-time view of asset performance. It allows investors to observe price movement, strength, and...
Europe’s First Passive CLO ETF Launched by Palmer Square
August 7, 20256 min
New Euro-Denominated CLO ETF (PCL0) Begins Trading August 7, 2025, on Xetra
Viridian Financial Group, one of Australia’s leading diversified financial services businesses, today announced that TA Associates, a leading global private equity firm, has signed an agreement to make a strategic investment in the Firm. The investment has been approved by Viridian’s founders, Board of Directors, and senior management team, who, upon completion of the transaction, will partner closely with TA to accelerate the Firm’s next phase of growth. “By combining the strengths of both companies,...
SMArtX Launches BlackRock’s Advisor Center on Platform
March 25, 20253 min
SMArtX Advisory Solutions has integrated BlackRock’s Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective. “We are excited to collaborate with BlackRock to offer Advisor Center,” said Brad Haag, EVP...
SMArtX and BondBloxx Partner on BASE Portfolios
March 17, 20253 min
New models combine BondBloxx fixed income ETFs with best-in-class equity strategies
Proteus and Pathway Collaborate on Private Investment Access Platform
February 6, 20254 min
Proteus, LLC (“Proteus”), a leading alternative investment platform, is thrilled to announce its collaboration with Pathway Capital Management, LP (“Pathway”), a leader in private markets investing. This collaboration introduces a private investment access platform and an innovative approach to co-investments tailored for the wealth management channel, helping broaden the access to private markets for Registered Investment Advisors (RIAs) and their high-net-worth clients. “We are thrilled to collaborate with Pathway on this important initiative,” said Jason Brown,...
Frec Launches Portfolio Allocation Feature
February 5, 20256 min
Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional robo-advisors that enforce automatic rebalancing, Frec empowers investors with the choice of how and when to rebalance their portfolios, marking a shift in how investment management is approached. Most robo-advisors adhere to rigid allocation models, frequently rebalancing portfolios to maintain predetermined ratios. This approach often leads to suboptimal performance, as it requires selling high-performing...
Pontera and Orion launch new integration
January 30, 20256 min
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
BeyondTrade Securities Rebrands to Nest Egg Securities
January 24, 20254 min
AI Unlimited Group Inc. (OTCQB: AIUG) is pleased to announce the strategic rebranding of its subsidiary, BeyondTrade Securities Inc., to Nest Egg Securities, Inc. This transformation represents a significant step forward in the company’s progression into the brokerage and self-directed investment landscape, underscoring its commitment to equipping individuals with sophisticated, accessible tools to secure long-term financial stability. A Reimagined Identity for an Evolving Mission The rebranding to Nest Egg Securities underscores the company’s dedication to delivering seamless, innovative...