investment solutions

ARK Invest acquired Rize ETF Limited

September 22, 20237 min

ARK Invest LLC, the parent of ARK Investment Management LLC, the investment manager led by CEO Cathie Wood, has acquired Rize ETF Limited (“Rize ETF”), Europe’s first specialist thematic ETF issuer. This transaction marks a significant milestone in ARK Invest’s global expansion strategy and will pave the way for the firm to introduce its suite of cutting-edge innovation ETFs, under the UCITS framework, to investors across Europe, the United Kingdom, and beyond, while also facilitating the sustained growth and...

by BusinessWire

Investments

Pagaya and Värde continue partnership

September 21, 20233 min

Värde Partners and Pagaya Close $108mm Transaction for Multi-Billion Dollar Credit Union

by PRNewswire

Investments

Oakworth Capital Bank announces New Members to Central Carolinas Market Board

September 20, 20234 min

Oakworth Capital Bank (OTCQX: OAKC) is proud to introduce additional members to its inaugural Central Carolinas board members. Blake Evans, president & CEO of Salem Capital LLC; Kimberly Mize, owner of Kimberly Mize Consultants; and Steve Smith, president of The McAulay Smith Firm will join previously announced Morrison Creech, former Wells Fargo Private Banking executive. The Oakworth Central Carolinas market board is comprised of successful leaders with varying industry and community backgrounds. They exemplify Oakworth’s core purpose of helping people succeed while demonstrating...

by PRNewswire

Investments

Morningstar brings the Evolving Investor to Future Proof

September 12, 202311 min

Morningstar launches new advisor-centered research, business intelligence solution for home offices, and the next step for its AI chatbot Mo

by PRNewswire

Investments

Dakota Wealth Management acquires Jonathan D. Pond, LLC

September 11, 20234 min

Strategic acquisition brings AUM to approximately $3.8 billion

by PRNewswire

Investments

Linqto announces Key Leadership Promotions

September 8, 20233 min

Joseph A. Endoso named President and Patty Brewer becomes Chief Operating Officer

by PRNewswire

Investments

Evan Williams, CFA, CAIA, Joins Callan’s Consulting Team in Portland

September 6, 20233 min

Callan, a leading institutional investment consulting firm, announced that Evan Williams, CFA, CAIA, joined the firm’s Portland, OR consulting team as a vice president and investment consultant. Mr. Williams brings nearly a decade of industry and investment consulting expertise, working with a multitude of institutional clients that include defined benefit plans, hospitals, endowments, and foundations. He reports to Greg DeForrest, executive vice president and head of Callan’s Fund Sponsor Consulting group and the West Coast consulting team. “I...

by PRNewswire

Platforms

SEI launched VQ and Impact Report with YourStake’s partnership

August 8, 20233 min

New Applications Help Advisors Connect Investors to What Matters Most. SEI® announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated1 financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth PlatformSM to understand a client’s top values in order to facilitate personalized portfolio research. The VQ creates a Values Persona for an individual investor by identifying personality...

by BusinessWire

Investments

Third Eye Capital appoints David Steele as President and COO

July 29, 20235 min

Third Eye Capital, Canada’s leading provider of asset-based financing solutions to underserved or overlooked companies, is pleased to announce the appointment of David Steele as President and Chief Operating Officer, effective August 15, 2023. Previously, David served as the Canadian President and CEO of Russell Investments, a leading global investment firm, where he successfully led and executed the strategic direction of the Canadian business. During his tenure, David spearheaded the significant growth and expansion of...

by Globe Newswire

Investments

Halo Investing Names Matt Radgowski as the New CEO

June 28, 20233 min

Chicago-Based Halo Investing, Inc., an award-winning platform for Protective Investment Solutions such as Structured Notes, Buffered ETFs, and Annuities, has appointed Matt Radgowski, currently Halo’s Chief Operating Officer, to become its new Chief Executive Officer. Over the coming weeks, Biju Kulathakal, Halo’s current CEO, will transition responsibilities to Mr. Radgowski. Halo’s Leadership team and the Board of Directors are confident that Halo will make this change seamlessly and continue to innovate how the world accesses...

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