TradePMR Announces Enhancements to Integration with Advyzon
July 18, 20245 min
Latest improvements to increase efficiency for advisors and help energize organic growth
Apex Fintech Solutions Announces Launch of Apex Ascend™
July 17, 20246 min
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, announced that Apex Ascend, is now available — delivering real-time, cloud-native, B2B investment infrastructure designed to accelerate our clients’ ability to operate efficiently and better navigate risk on a global scale. “Platform breakthroughs like this don’t come around every year or even every decade,” said Bill Capuzzi, Chief Executive Officer at Apex. “But serving hundreds of financial service companies and 20+ million...
$3.5 billion firm joins World to expand its growth strategy and enhance its offering to advisors and clients
Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform
Careina Williams launches new firm focused on real estate sector
CW Advisors, LLC (“CWA”), a Boston-based registered investment advisor (“RIA”), announced the acquisition of Cubic Asset Management, LLC (“Cubic”), an independent account management firm also based in Boston. The deal adds over $700 million of AUM to CWA. Terms of the transaction were not disclosed. “We are thrilled to welcome the Cubic team and their clients to CW Advisors,” said Paul Lonergan, Chief Executive Officer of CWA. “Cubic’s disciplined approach and many years of experience...
Wealthspire Advisors Launches Trust Company
July 12, 20244 min
Trust, Tennessee, Technology, and Talent intersect at Wealthspire Trust to benefit advisors and family wealth clients
The intuitive investment and trading platform moomoo proudly announces that its Research & Development affiliate has been granted seven additional patents in the first half of 2024. These new patents were awarded by the United States Patent and Trademark Office (USPTO), the Japan Patent Office, and IP Australia. The integration of these patented technologies enhances many of moomoo’s star features. For example, by leveraging technologies protected by USPTO patents, moomoo develops and refines its Candlestick Patterns and...
Milestone Achievement Underscores Firm’s Unrelenting Growth, Incomparable Platform, and Superior Service Propelled by Dynasty Network Firms’ Strong Organic Growth, Resilient Investment Platforms and Thriving M&A Activity
Blackstone announced that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (“BXCI”) in a newly created role leading client relations for the group. Dickson will oversee BXCI’s Institutional Client Solutions team, serving our investors globally, and more broadly partner on BXCI’s origination efforts with borrowers around the world. Gilles Dellaert, Global Head of BXCI, said: “Tyler has incredible insights, experience...