Ameriprise Financial to host “Career Compass” Events
February 15, 20244 min
Registration now open for February 22 event
iCapital® expands wealth management industry’s access to Architect
February 15, 20245 min
iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its groundbreaking portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles. Architect’s advanced...
Edgevana appoints Michael Roberge as SVP Institutions & Digital Assets
February 14, 20244 min
Edgevana, the leader in powering the world’s fastest-growing companies and shaping the future of the digital economy, is proud to announce Michael Roberge’s appointment as its new SVP of Institutions and Digital Assets. Michael is joining Edgevana with 15 years of experience working at some of the top investment management firms in the industry. During the past decade, Michael has been an integral member of multiple high-performing teams, collectively driving growth of over USD 4 billion in assets under...
Logan Capital Management appoints Head of Institutional Sales
February 14, 20243 min
Elizabeth Fugler joins the team to bring over a decade of expertise to drive growth at Logan Capital
Groundfloor named to Forbes Fintech 50 list
February 13, 20246 min
The alternative investing platform for real estate was recognized for its regulatory innovation, transparency and unique approaches to fundraising
Castle Creek Capital expands team and advisors
February 13, 20245 min
Castle Creek Capital, an alternative investment firm focused on the financial services sector, is pleased to announce four recent additions to the team. Collectively, these individuals will partner with our investment team and portfolio company management teams to source, underwrite, and implement sustainable operational improvements at Castle Creek portfolio companies. Kevin Ahern and Ryan Gilbert join Castle Creek in advisory roles as Senior Advisors1. Chris Bertsch joins as President of Compass Operating Partners, an advisor...
Crewe Advisors expands strategically adding Utah-Based Advisory Team
February 12, 20243 min
RIA welcomes industry veteran James Davenport and team to deepen value proposition for clients
Linqto expands C-Suite With New Chief Revenue Officer
February 9, 20243 min
Geno Zawrotny Brings Decades of Experience Across Multiple Asset Classes
SMArtX Advisory Solutions adds 13 Strategies to Manager Marketplace
February 9, 20244 min
Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform.
NewEdge Wealth establishes Atlanta Office in Buckhead
February 8, 20244 min
Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble