ViewTrade launches nextgen platform
March 19, 20244 min
Firm Also Introduces Expanded Support for Fixed Income, Complex Options, Mutual Funds, ETFs and Global Access Across its WealthTech Suite
Thirty years ago, Crystal Capital Partners (Crystal) began investing in what are some of largest and most established alternative investment managers. In the years since Crystal has evolved into a fintech company offering a comprehensive suite of tools that simplify alternative investments for advisors and their QP clients. Today, it continues its development with the launch of a new website and improved user experience. Key Innovations: Strategic and/or Thematic Portfolio Construction: Advisors now begin their due...
W. P. Carey appoints Rhonda Gass to Board of Directors
March 18, 20246 min
Brings 30+ Years of Technology Experience to WPC Board
Permian selects Allvue Systems for fund accounting solutions
March 15, 20244 min
Partnership equips the leading Nordic fund administrator with a cloud-based, fully integrated platform that will streamline back-office functions
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