Acquisition further expands Janus Henderson’s private credit and institutional capabilities Victory Park Capital has a nearly two decade-long track record in asset-backed focused private credit Victory Park Capital complements Janus Henderson’s existing highly successful securitized credit franchise
Almost 9,000 attendees convene in San Diego for LPL’s flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses
Advantage Distribution Holdings has been formed to create an industry-defining, tech-enabled distribution platform of HVAC equipment & parts
For the sixth year in a row, AE Wealth Management (AEWM) has managed to rise in the ranks of the top 50 Registered Investment Advisory (RIA) firms by earning the number 19 spot in Financial Advisor (FA) magazine’s “2024 RIA Ranking” while simultaneously reaching a $30 billion assets under management milestone. AEWM finished 2023 with $25.1 billion in AUM. In the first six months of this year, the firm has brought in more than $5 billion in new assets to achieve the $30 billion mark....
In the context of increasingly complex global financial markets, Luxspin Global Holding has announced the establishment of a new risk assessment division. This initiative aims to enhance the investment strategies and risk management capabilities of the company in the financial derivatives sector, further solidifying its leading position within the fintech industry. As a globally renowned fintech investment firm, Luxspin consistently seeks methods to improve transparency and efficiency in its investment strategies. The newly formed risk assessment division will deploy...
Journey adds advisory team led by Michael LaBarbera and launches new Tampa office.
Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce the appointment of Milind Mehere, founder and former CEO of YieldStreet, to its Board of Directors. An award-winning entrepreneur, Mehere has a track record of building large, scalable businesses and creating new product categories. Mehere most recently served as CEO of the digital investment platform YieldStreet for nine years, growing it to a fintech unicorn with 500,000 members and...
Innovative Collaboration Enhances Access to Leon's Investment Strategies for Financial Advisors and High-Net-Worth Investors
Northern Trust announced that it has been selected to provide outsourced trading via its Integrated Trading Solutions (ITS) for True Potential, a United Kingdom (UK)-headquartered wealth management firm, supporting £31.7bn (approx. US$40.2bn) of assets under management (source: True Potential, 31 July 2024). Northern Trust will assume the trading function across True Potential’s internally managed funds with approximately £6.1bn AUM as of 31 July 2024. Northern Trust previously announced its appointment as True Potential’s custodian in January 2024. Northern...
Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced that it has entered into a definitive agreement under which San Diego-based HoyleCohen LLC will join Focus firm The Colony Group, LLC. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions. HoyleCohen, a leading West Coast based RIA with four offices across California and Arizona, initially joined Focus as a...
