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
Moomoo announces the establishing of the Moomoo Foundation
March 29, 20244 min
Moomoo, the intuitive investment and trading platform is thrilled to announce that it has established Moomoo Foundation, a foundation dedicated to furthering moomoo’s commitment to advancing financial literacy, promoting economic egalitarianism, and nurturing technological innovation among burgeoning fintech startups that share Moomoo Foundation’s ideals. Moomoo Foundation’s inaugural financial literacy initiative will be held on April 1, 2024. Moomoo Foundation and New York University’s Economics Society will host the “Invest your financial feature with moomoo” at NYU’s Leslie e-Lab. Justin Zacks, VP of...
FusionIQ launches FIQ Market One
March 28, 20245 min
Digital market to provide access to a diverse array of investment opportunities through unified, white-labeled client and advisor portals
Portal announced the launch of RAFA
March 27, 20246 min
RAFA’s AI Agents work in tandem to generate financial intelligence that was once only accessible by Wall Street’s elite
FundGuard closes $100M Series C Funding Round
March 27, 20245 min
Round Led by Key1 Capital, with Euclidean Capital and Hamilton Lane Joining Previous Investors to Accelerate New Product Capabilities and Further Expand Company’s Market Reach