Waverly Advisors Acquires 9258 Wealth Management
October 24, 20243 min
Waverly expands into Ohio with 25 locations nationwide
Monark Markets Announces $2.2m Seed Round
October 23, 20246 min
Monark Receives Regulatory Approval to Operate as a Broker-Dealer, Raises $2.2M Bringing Total Funding to $3.6M
Gainbridge® and RetireOne® to Offer Innovative Annuity Products to RIAs
October 23, 20244 min
Gainbridge®, through its Group 1001 affiliate, announced a partnership with RetireOne, the leading independent platform in the annuity marketplace for registered investment advisors (RIAs). RetireOne, an outsourced insurance desk, provides RIAs and their customers valuable solutions that are simple to use, easy to understand, and delivered with outstanding service. RIAs now have platform access to two of Gainbridge®’s high-yield multi-year guaranteed annuity (MYGA) products – FastBreak™1 and SteadyPace™2,3. With this partnership, RetireOne is the first outsourced...
CUWG Launches Managed Direct Bond Investments for Member Portfolios
October 22, 20243 min
Credit Union Wealth Group (CUWG), a leading provider of digital wealth management programs for credit unions, announces the expansion of its fixed income capabilities, providing members with access to managed direct bond strategies. Members can access Treasury, TIPS, Agency, Municipal and Corporate managed bond and ladder investments as part of their portfolio. Members are interested in direct bond investments, but complexity and high minimums have often made strategies inaccessible. Through the CUWG wealth management program,...
Three SMA Models from Sound Income Strategies Now on Orion’s Platforms
October 21, 20244 min
Income Plus, Dividend River and Total Return strategies now available through Orion Communities and Orion Portfolio Solutions
Beacon Pointe Advisors Breaks New Ground in Minnesota
October 18, 20247 min
$1B Landmark Wealth Management Group Joins Beacon Pointe, Extending Vast Operational Opportunity Across Four Offices Nationwide
Lionpoint Group Rebrands to Alpha Alternatives
October 16, 20245 min
The rebrand further confirms Alpha Alternatives’ position as the leading trusted advisor for private markets investment managers globally, and the leading implementation partner for private markets technology.
Clearwater Analytics expands EMEA leadership team with three new hires
October 15, 20245 min
Welcomes Adrien de La Grange as Head of Business Development in France, Amina Troger as New Head of Global Delivery for EMEA, and Jose Salas as Head of Partnerships & Alliances for EMEA
Invex Ventures acquires leading fintech infrastructure platform Manigo
October 15, 20244 min
• Acquisition will strengthen and expand Manigo’s Integrations Library and Core Banking capabilities for existing and future clients. • Manigo joins Invex Ventures’ portfolio of Fintech companies.
Best Egg Secures $500m Purchase Facility to Enable Personal Loan Offers
October 14, 20245 min
Forward-flow and back-book purchase commitment is led by Fortress Investment Group with Edge Focus