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...
PPB Strengthens Position with Key Milestones in 2024
January 16, 20254 min
PPB Capital Partners, a pioneer alternative investment platform and operational service provider, is pleased to announce another successful year underscored by several strategic developments in both their core business practices and industry influence. Specifically, PPB is seeing record sales and expansion in firm operations. PPB increased their customized solutions business by 30% and expanded their operational team by 60% to support growth. The results of 2024’s achievements have propelled the company to new levels. In...
MarketGrader Welcomes Mike Paul to Board of Directors
December 12, 20246 min
MarketGrader, a leader in smart beta investment solutions, today announced the addition of Mike Paul to its Board of Directors. With a focus on MarketGrader’s Smart Beta Indexes business, Paul will provide strategic guidance on matters of business development, key staffing considerations and commercialization opportunities for the firm’s global index library, as well as counsel on the product roadmap and partnerships. “Mike brings a vast amount of experience building, leading and advising asset managers and...