Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities
Linnovate Partners (“Linnovate”), a leader in asset servicing and fintech for the alternative investment industry, is pleased to announce the successful closure of USD 40 million funding commitment by SeaTown Private Capital Master Fund. SeaTown Private Capital Master Fund is managed by SeaTown Holdings International Pte. Ltd. (“SeaTown”), a leading Asia-focused alternative investments firm that is owned by Seviora, Temasek’s asset management group. This capital infusion marks a pivotal moment in Linnovate’s journey, enabling the firm to scale...
DLP Capital, a private real estate investment and financial services firm, announced Nick Stonestreet as its new President of Financial Services. With over 30 years of experience in the financial services industry, Stonestreet brings a wealth of knowledge and enhanced service delivery. Before joining DLP Capital, Stonestreet was the CEO, chief investment officer, and senior partner of Blue Trust, where he played a pivotal role in developing strategic initiatives and overseeing the management of the...
iPipeline Appoints First-Ever Chief Product Officer
May 10, 20246 min
Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio
Future Capital, a tech-enabled registered investment advisor (RIA), and Money Concepts, a privately owned broker dealer, announce their strategic partnership. This collaboration will bolster Money Concepts’ services, enhancing its solutions that encourage better retirement outcomes. Future Capital enables advisors to seamlessly manage their existing wealth management clients’ held-away 401(k) assets, with or without a relationship with the plan sponsor or plan provider. “Our partnership with Money Concepts strategically enables advisors to better serve their clients...
Investment Signals a Focus on Empowering Financial Advisors Nationwide
GSAS expands its range of independent advisor services through new liquidity management tool allowing lending against certain alternative investments currently available through Goldman Sachs Bank USA.
Artificial Intelligence Risk, Inc. launches RIA GPT
May 6, 20244 min
RIA GPT Provides Advisors with AI Efficiencies while Addressing Governance, Risk, Compliance and Cybersecurity
iCapital® announced the introduction of iMAP
May 6, 20245 min
This first-of-its-kind solution for the wealth management industry Available on iCapital Marketplace, enabling advisors to easily integrate alternative investments with traditional public market portfolios.
North Carolina team begins independent journey powered by RFG's award-winning growth platform