Alternative asset manager Sagard acquires 40% stake in HalseyPoint CLO platform to help accelerate next phase of growth - Platform to be co-branded Sagard | HalseyPoint
TIFIN announces Brooke Juniper as CEO of Sage
March 15, 20243 min
TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Brooke Juniper as the Chief Executive Officer of Sage, its AI-driven investment platform that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio. With an extensive background in finance and technology, Brooke Juniper brings a wealth of experience and expertise to her new role at Sage. Before joining Sage, Brooke spent 16 years at BlackRock, where most recently...
Orion reveals Wealthtech Survey Insights at Ascent Conference
March 14, 20245 min
Despite looming election year uncertainty, 52% of advisor respondents expect to invest more in client-facing technology in 2024; just 9% of advisors say they have all the tech solutions they need
I Squared opens Munich Office, announces new hire
March 13, 20244 min
I Squared Capital, a leading independent global infrastructure investment manager, announced that it will expand its European operations with the opening of a new office in Munich, its first in continental Europe. The presence in Munich will strengthen I Squared’s long-term engagement in Germany and the whole of Europe and enable the firm to be closer to its existing portfolio companies, evaluate investment opportunities across the region, and further connect with the financial services ecosystem...
Tracy Bell honored as Women Who Shape the State 2024
March 12, 20244 min
First Horizon Corporation, announced that Tracy Bell, Director of Equity Investments Strategies, was honored as a 2024 Women Who Shape the State by This is Alabama. For 11 years, This is Alabama has asked Alabamians to nominate women who have made a difference in the community. The honorees have included a broad range of women from every corner of the state, including business leaders, educators, artists, activists, CEOs, astronauts, engineers, nonprofit leaders, volunteers and more. Bell is passionate about making...
Orion and CAIS join forces to expand Alts Access for advisors
March 8, 20245 min
CAIS’ platform will equip Orion’s advisor network with an end-to-end tech enabled alts platform, providing thousands of clients with streamlined access to alternatives
Over half of female investors in Singapore, North America and Australia are planning to invest more in the future Women across different regions identified three common major obstacles to investing
Salameh, Brendan Frazier and Kenneth Kim will accelerate growth, evolution of award-winning RIA
Drucker Wealth launches Independent RIA
March 7, 20244 min
Drucker Wealth, a hybrid advisory team with $750mm of assets under management, led by father-son duo Lance and Gideon Drucker, recently launched their own independent Registered Investment Advisor (RIA) based in New Jersey & serving clients nationally. They launched their new RIA, Drucker Wealth LLC, after the team separated from Hornor, Townsend and Kent (HTK), their independent broker-dealer of over 40+ years, where they had been the largest advisory team for a record-setting 18 consecutive years. With over...
Mercer Advisors acquires MDK Private Wealth Management
March 6, 20246 min
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), announced the acquisition of MDK Private Wealth Management, LLC (hereinafter “MDK”). MDK is a comprehensive wealth management firm located in Seattle, Washington. MDK, founded in 2020 by Co-Founders Paul Meyer, Jaimi Dennehy, and Chris Kalafatis and complemented by a highly qualified team of professionals, serves its Ultra High Net Worth (“UHNW”) clientele with assets under supervision of over $2.5 billion. MDK offers a full range of family...