Dynasty Financial Partners announced it closed a minority capital raise to fuel its ongoing growth. Several of Dynasty’s long-standing investors and members of its Board of Directors supported the round, as well as three strategic investors, including existing investor The Charles Schwab Corporation and new investors BlackRock and J.P. Morgan Asset Management. All proceeds from the investment round will go directly into Dynasty’s business to enhance its platform which helps its clients build better businesses...

Leading private markets investment management firm Hamilton Lane announced the launch of the two new evergreen funds, offering expanded access to private market infrastructure investments to accredited investors around the world. The Hamilton Lane Global Private Infrastructure Fund (“HLGPI”) is available to qualified investors, including high-net-worth (“HNW”) investors and their wealth advisors in EMEA, Australia, Canada, Latin America and Southeast Asia. The Hamilton Lane Private Infrastructure Fund (“HLPIF”) is a continuously offered closed-end investment vehicle registered under the Securities Act...

Aristotle Capital Boston, LLC (“Aristotle Boston”), an independent registered investment advisor specializing in small cap and small/mid cap equity strategies, announced that Angela Saez has joined the firm as a Senior Research Analyst and as a member of the investment team. She will report to David Adams, CFA, CEO, Portfolio Manager of Aristotle Boston. Ms. Saez will be based in Boston. In her role, she will focus on conducting fundamental, bottom-up research, providing in-depth analysis...

Former Valkyrie Co-Founder Launches New Digital Asset-Focused Investment Firm Focused on Delivering Innovative Investment Solutions in Crypto

$460M Bridge Advisory and $140M Charleston Investment Advisors Acquired by Beacon Pointe, Amplifying Southern California and South Carolina Presence

Traders can now design a custom execution environment while reducing the limitations of being tied to a single executing broker platform