investment solutions

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...

by GlobeNewswire

Investments

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...

by PRNewswire

Investments

GTN appoints Christopher Gregory as CEO for Europe

December 4, 20244 min

GTN, a global fintech redefining investing and trading for all, is pleased to announce the appointment of Christopher Gregory as CEO for Europe. Chris will spearhead GTN’s strategic expansion across Europe, a key region in the company’s global growth strategy. With over two decades of experience in SaaS solutions, brokerage services, and the fintech landscape, Chris is a seasoned executive with a proven track record in launching and scaling fintech ventures. Chris’s deep understanding of regulatory landscapes, combined with...

by PRNewswire

Risk Management

Premialab appointed by LOIM to scale Quantitative Investment Strategies

November 19, 20245 min

Premialab's technology chosen to enhance QIS scaling, operational efficiency, and risk management.

by GlobeNewswire

Investments

Stanford Markets Launches Data Tools for Financial Transparency

November 8, 20249 min

Stanford Markets unveiled a new suite of tools designed to support investor decision-making through greater transparency and accessible data. The new offering combines real-time data insights with options for sustainable investing, aiming to help investors of all levels gain a clearer view of the financial landscape Commitment to Transparent and Accurate Data At the core of these updates is Stanford Markets’ commitment to providing accurate, straightforward market data. Understanding that informed choices depend on reliable...

by BusinessWire

Investments

NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer

November 8, 20243 min

Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office

by PRNewswire

Investments

Sequoia Financial Group Acquires Family Asset Management

November 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...

by PRNewswire

Investments

Piper Sandler and BC Partners Credit Announce Strategic Alliance

November 4, 20246 min

Piper Sandler Companies, a leading investment bank, and BC Partners Credit, the $8 billion credit arm of international investment firm BC Partners, announced a strategic alliance. The alliance, which leverages the expertise and broad networks of Piper Sandler’s Financial Services Debt Capital Markets team and BC Partners Credit, paves the way for Piper Sandler’s clients across the financial services sector to best access the debt capital markets with customized structures and financing solutions as they grow...

by GlobeNewswire

Investments

MONECO Advisors Named to Forbes’ America’s Top RIA Firms 2024

November 4, 20243 min

MONECO Advisors, LLC announces its inclusion in the Forbes’ America’s Top RIA Firms 2024 ranking. Dedicated to driving conscious growth, the firm’s Managing Partner, Charlie Rocco, JD/MBA, CFP®, CIMA® comments that: “While others may chase Wall Street profits, we find fulfillment in developing client relationships and providing financial plans that help our clients pursue their milestones and goals. This top industry ranking from Forbes confirms we are on the right track with this approach as we...

by PRNewswire

Investments

Evoke Advisors Acquires Crescent Bay Advisors

October 31, 20244 min

Evoke Advisors (“Evoke”), a $25.3 billion† registered investment advisory firm, announced the strategic acquisition of the business of Crescent Bay Advisors (CBA), a multi-family office. The acquisition will enhance Evoke’s current service offerings and allow the firm to provide a full range of family office services to their clients, which include ultra-high net worth families and individuals. The combined firm is headquartered in Los Angeles with additional office locations in Orange County, California, and West Palm Beach, Florida. Evoke’s Co-Founder and...

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