TradingBlock Unveils Executing Broker-Neutral Platform
October 1, 20243 min
Traders can now design a custom execution environment while reducing the limitations of being tied to a single executing broker platform
LPL Financial appoints New Head of Investment Management Solutions
September 30, 20245 min
LPL Financial LLC, a leader in the wealth management industry, announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business. Belski brings more than 25 years of experience to LPL, most recently having served as global head of product...
Steward Partners Elevates Multiple Executives to Continue Rapid Growth
September 30, 20244 min
Gonyo Named Head of Wealth Management, Eustace Named Chief Administrative Officer, Condon Named Chief of Staff
SlateStone Wealth Welcomes Temperance Partners as a Strategic Investor
September 27, 20244 min
New Strategic Partnership to Enable Future Investments in Technology, Talent and Business Growth
Tetrix Announces $5 Million Seed Round
September 27, 20245 min
New funding from Innovation Endeavors will support expansion of proprietary data collection, extraction, and analysis platform
Jerry Chafkin Joins Yayati as CIO
September 26, 20244 min
Yayati, a leading wealthtech and investment management provider specializing in options, announced this week that veteran asset management executive Jerry Chafkin has joined the firm as Chief Investment Officer. Chafkin, the former Chief Investment Officer of AssetMark, brings decades of experience in portfolio strategy, risk management, and financial innovation to the rapidly growing Yayati team. As Yayati continues to broaden the adoption of options in wealth portfolios, Chafkin will play a pivotal role in driving the success...
Addepar launches trading solution with intuitive dashboards, new design
September 25, 20245 min
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades
Vestmark and BlackRock to Enhance Custom Model Portfolio Offerings
September 25, 20244 min
Marks significant milestone for Vestmark's platform serving financial advisors
Canyon Partners Expands Global Footprint with Senior Hire in EMEA
September 23, 20243 min
Ricard Janson Joins as Senior Vice President in EMEA Capital Formation Group focused on the Nordics and the Netherlands
Knights of Columbus Asset Advisors Selects SEI for Custody & Technology
September 23, 20244 min
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership