Spring Investments SA appoints New Chief Investment Officer
April 8, 20244 min
Strategically Enhances Fixed-Income Investment Offerings for Institutional and Professional Investors
GTN enlists Damian Bunce as new Middle East CEO
April 5, 20244 min
GTN, a global fintech redefining trading and investing for all, is pleased to announce Damian Bunce’s appointment as the CEO of GTN Middle East. Bunce brings over 30 years of unparalleled forex and online securities trading expertise in brokerage and investment banking. With an extensive career at leading financial services institutions such as IBM, Goldman Sachs, Barclays, and Saxo Bank, Damian Bunce has held numerous C-level positions, showcasing his strategic acumen and industry leadership. Notably, his tenure as Chief...
With deep background in helping clients manage complex real estate portfolios, Gottlieb brings a differentiated skillset to the modern registered investment advisor
OneSeven welcomes Palm Coast Wealth Management
April 4, 20243 min
Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven.
Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm's Ability to Drive Organic Growth and Develop Key Referral Sources
iCapital® to acquire Mirador
April 2, 20245 min
The acquisition enhances iCapital's operating system and data management capabilities and expands its solutions for the wealth management industry.
Republic announces acquisition of GoldenChain
April 2, 20245 min
Joe Naggar, a longtime GoldenTree Partner, will become Chief Executive Officer and Chief Investment Officer of Republic Digital
Mindset Wealth Management launches with tru Independence
April 2, 20244 min
Mindset co-founders select tru to power independence and build a firm with differentiated investment management capabilities
Aquiline Capital Partners Principal Christina Walsh Named Chief Financial Officer; Seasoned RIA Strategy Leader Steve Gaven Appointed Chief Growth Officer
Equitable announces new leadership appointments
March 29, 20246 min
Industry veteran, Jim Kais, named Head of Group Retirement; succeeds Jessica Baehr, who was appointed President of Equitable Investment Management