Valkyrie launches 2x Leveraged Bitcoin Futures ETF
February 23, 20244 min
The leveraged ETF follows the successful debut of the Company’s spot Bitcoin ETP
Accordant ODCE Index Fund added to Leading RIA Custodian Platforms
February 23, 20243 min
Accordant Investments LLC (“Accordant”) has announced that the Accordant ODCE Index Fund (ticker: ODCEX), the first ever private real estate index fund, is now available on four of the largest registered investment adviser custodian platforms: Schwab Advisor Services™, Fidelity Investments®, Pershing, and Matrix Trust Company ODCEX is a fully registered interval fund with a patented indexing investment approach that seeks to track the NFI-ODCE Index. The NFI-ODCE Index is considered to be the most comprehensive...
Winston & Strawn announced a new addition
February 22, 20244 min
Winston & Strawn LLP is pleased to announce that Michelle Abad has joined the firm’s New York office as a partner in the Transactions Department and as a member of the firm’s Structured Finance Practice. Michelle joins Winston after serving as senior counsel for Rocket Central, the centralized hub for the Rocket Companies fintech platform, where she advised on funding strategies for the development and management of diverse financial products. She managed a broad array...
Steward Partners named Hybrid RIA of the Year
February 22, 20244 min
Steward Partners, a full-service, employee-owned, independent financial services firm, has been recognized as Hybrid RIA of the Year by Wealth Solutions Report in the second annual invitation-only Wealth Exemplar Awards. This honor is awarded to the top three Registered Investment Advisor (RIA) firms offering fee-based solutions alongside commissionable services through W-2 and independent financial advisors. “We are honored to be named Hybrid RIA of the Year by Wealth Solutions Report. This accolade is a testament to our team’s...
David Eisenhauer and team launch Greykasell Wealth Strategies, Inc.
February 20, 20244 min
Advisor and Team with Over 50 Years of Combined Financial Services Experience Launches Independent RIA to Better Serve Expanding Needs of High-Net-Worth Clients
Pathstone to acquire Crestone Capital LLC
February 19, 20245 min
The acquisition continues to strengthen Pathstone's position as the largest independent Registered Investment Advisor ("RIA") focused on serving ultra-high net worth ("UHNW") families
Norwest announced six promotions across Leadership & Investment teams
February 16, 20244 min
Ran Ding, Matthew De Dominicis, Nikhil Kookada, Ankit Prasad, Krish Kapadia and Jordan Leites Recognized for Outstanding Contributions to the Firm
2024 SFIC launches Cutting-Edge AI Trading System CAI
February 16, 20245 min
SFIC (Smart Finance & Investment Consultants) stands at the forefront of innovation in the investment industry, leveraging cutting-edge AI technology to redefine the way individuals and institutions approach financial markets. As SFIC continues to make waves with its groundbreaking platform, co-founder Nick Yang offers exclusive insights into the company’s vision, mission, and future endeavours. SFIC’s journey began with a vision to democratize access to sophisticated investment strategies traditionally reserved for institutional investors. With a mission...
Cetera welcomes $312 million practice to Summit Financial Networks
February 16, 20244 min
Regal Wealth Advisors Joins Cetera Advisor Networks from LPL Financial
Ameriprise Financial to host “Career Compass” Events
February 15, 20244 min
Registration now open for February 22 event