NewEdge Wealth adds Kevin McIntyre to Investment Team
January 10, 20243 min
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm
Arieli Capital appoints Eyal Moskal as EVP of Fintech Ventures
January 8, 20243 min
Arieli Capital, LLC, a global multifaceted investment firm, announced today that Mr. Eyal Moskal has joined the Company as Executive Vice President of FinTech Ventures. Mr. Moskal will concentrate on supporting Arieli portfolio companies and innovation programs graduates, as well as identifying and supporting new innovative fintech solutions across multiple sectors. He recently served as the CEO of TCS Israel ‘TATA consulting services’, a position he held for over a decade. Before joining TCS, Eyal co-founded two startups:...
Houlihan Lokey expands Healthcare Group with two senior hires
January 5, 20244 min
Dudley Baker and Kerr Robertson Join as Managing Directors to Cover Healthcare Information Technology and Behavioral and Other Healthcare Services, Respectively
NOAH announces change of Chief Executive Officer
January 2, 20248 min
Company separates CEO and chairperson roles to improve corporate governance Mr. Zhe Yin appointed as CEO; Ms. Jingbo Wang to remain as Chairwoman
ARK Invest acquired Rize ETF Limited
September 22, 20237 min
ARK Invest LLC, the parent of ARK Investment Management LLC, the investment manager led by CEO Cathie Wood, has acquired Rize ETF Limited (“Rize ETF”), Europe’s first specialist thematic ETF issuer. This transaction marks a significant milestone in ARK Invest’s global expansion strategy and will pave the way for the firm to introduce its suite of cutting-edge innovation ETFs, under the UCITS framework, to investors across Europe, the United Kingdom, and beyond, while also facilitating the sustained growth and...
Pagaya and Värde continue partnership
September 21, 20233 min
Värde Partners and Pagaya Close $108mm Transaction for Multi-Billion Dollar Credit Union
Oakworth Capital Bank announces New Members to Central Carolinas Market Board
September 20, 20234 min
Oakworth Capital Bank (OTCQX: OAKC) is proud to introduce additional members to its inaugural Central Carolinas board members. Blake Evans, president & CEO of Salem Capital LLC; Kimberly Mize, owner of Kimberly Mize Consultants; and Steve Smith, president of The McAulay Smith Firm will join previously announced Morrison Creech, former Wells Fargo Private Banking executive. The Oakworth Central Carolinas market board is comprised of successful leaders with varying industry and community backgrounds. They exemplify Oakworth’s core purpose of helping people succeed while demonstrating...
Morningstar brings the Evolving Investor to Future Proof
September 12, 202311 min
Morningstar launches new advisor-centered research, business intelligence solution for home offices, and the next step for its AI chatbot Mo
Dakota Wealth Management acquires Jonathan D. Pond, LLC
September 11, 20234 min
Strategic acquisition brings AUM to approximately $3.8 billion