Moneta Hires Director of Mergers and Acquisitions
September 19, 20245 min
Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want
Paul Dunn to Join XA Investments Senior Advisor Team
September 19, 20244 min
XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, has welcomed Paul Dunn as a Senior Advisor. After a successful investment management career that culminated at Bluerock Capital Markets, Paul will advise XAI on sales and distribution. XAI provides individual investors with access to institutional-caliber alternative managers by partnering with established industry professionals with proven capabilities in alternative credit, private debt, and select hedge fund strategies. “Paul’s executive leadership in the alternatives...
Noble Hires Áine Cronin as Vice President of Investor Relations
September 18, 20243 min
Noble Investment Group (“Noble”) is pleased to announce the addition of Áine Cronin as Vice President of Investor Relations. In her new role, she will help to enhance and implement best-in-class practices to engage with Noble’s growing investor base and support the firm’s expanding investment platform. Mrs. Cronin brings more than fifteen years of experience developing and advancing relationships with institutional, ultra-high-net-worth, RIA, and family office investors. She joins Noble from Rockbridge, where she had responsibility...
Jack Brennan Joins Brennan Investment Group as Managing Principal
September 16, 20245 min
Will source investment opportunities in the Midwest and oversee the Region
Binance Labs Invests in OpenEden for Growth in Tokenized DeFi Assets
September 13, 20246 min
Binance Labs, the venture capital and incubation arm of Binance, has invested in OpenEden, a real-world assets (“RWA”) tokenization investment platform building the bridge to a new financial system. OpenEden as a group consists of a Monetary Authority of Singapore-licensed fund management company and a full-stack tokenization technology company. OpenEden’s tokenized U.S. T-Bill Fund (“TBILL”) is the first and only tokenized T-Bill product to receive an “A” rating from Moody’s, and is the largest of...
Veteran Executive Joanna Irwin Joins Homrich Berg as New CMO
September 10, 20245 min
Former Randstad Global CMO and Invesco North America CMO will leverage 22 years of experience to drive advanced marketing strategies for the $17B Atlanta-based RIA
TradingBlock Appoints Michael Martin as VP of Market Strategy
September 10, 20243 min
Martin brings nearly two decades of financial services experience to the new role
US Capital Global appoints Giovanni J. Ford as VP at Europe headquarters
September 9, 20245 min
Leading global private financial group for the middle market boosts its European footprint with appointment of new Vice President to lead regional expansion efforts.
Agora Launches New Report Builder and Waterfall Automation Tool
September 6, 20244 min
New tools empower real estate investors to free up resources and streamline efficiency.
Ant Group Unveils AI Financial Manager at INCLUSION Conference
September 6, 20244 min
Ant Group unveiled its AI financial manager, Maxiaocai, at the 2024 INCLUSION·Conference on the Bund in Shanghai. The AI personal financial manager can be accessed via the Alipay app and the Ant Fortune app. The launch of Maxiaocai follows the introduction of the company’s AI life assistant, Zhixiaobao, and AI Healthcare Manager at the event, highlighting Ant Group’s latest progress in applying AI technology in consumer-facing use cases. Maxiaocai leverages Ant Group’s self-developed foundation model...