State Street Global Advisors Takes Strategic Stake in Raiz
August 26, 20245 min
Deepens commitment to Australian market through strategic investment in the Raiz platform that is centred on financial literacy
Mission Wealth named One of Top Financial Advisory Firms in 2024
April 26, 20246 min
Mission Wealth, a leading provider of personalized financial and investment strategies, is proud to announce that it has been named one of USA TODAY’s Best Financial Advisory Firms of 2024. This prestigious ranking is a testament to Mission Wealth’s steadfast commitment to providing exceptional financial guidance and personalized service to clients across the nation. According to USA TODAY’s recent coverage, the landscape of financial advisory services is evolving, underscoring the importance of partnering with a trusted registered investment adviser (RIA) that...
iCapitalÂź & Bain Partner to Expand Wealth Managersâ Access
April 15, 20244 min
With growing advisor appetite for private credit investment opportunities, Bain Capital Credit partners with iCapital to create bespoke Bain Capital platform
Portal announced the launch of RAFA
March 27, 20246 min
RAFAâs AI Agents work in tandem to generate financial intelligence that was once only accessible by Wall Streetâs elite
Orion and CAIS join forces to expand Alts Access for advisors
March 8, 20245 min
CAISâ platform will equip Orionâs advisor network with an end-to-end tech enabled alts platform, providing thousands of clients with streamlined access to alternatives
Bitget introduces Smart Copy Mode
January 25, 20244 min
Bitget, the world’s leading cryptocurrency exchange and Web3 company, has announced major upgrades to its copy trading feature, introducing a smart copy mode and independent futures copy trading accounts. This smart copy mode will gradually become available to users, enabling them to invest more intelligently by not only following the investment strategies of Elite Traders, but also by monitoring the allocation and portfolio strategies of the traders. Bitget users can anticipate a significant update with the smart...
Peachtree Group announced New Brand Positioning and Logo
September 20, 20234 min
Peachtree Group, an investment firm with a diverse portfolio of commercial real estate assets, announced a refreshed corporate brand position to showcase better the company’s fully integrated investment and service platforms. Accompanying the new brand position is a powerful new tagline, âGuided by Intuition, Grounded by Expertise.â This succinct expression captures the essence of Peachtree Group’s approach to investment strategies. The firm combines its intuitive understanding of commercial real estate with the wisdom of years...
Beacon Capital Management recognized in 2023 RIA Ranking
August 17, 20232 min
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth
Cathay Capital Closes $270 Million Growth Private Equity Fund
June 30, 20235 min
Small Cap IV, the firm's latest growth private equity fund expands its geographical focus to include consumer, healthcare, and technology companies across North America
Proteus announces its strategic alliance with Alpha Principle
June 21, 20233 min
Proteus, LLC, a leading provider of alternative funds and private investment solutions, is pleased to announce its strategic alliance with Alpha Principle, a values-based RIA and asset management firm based in Englewood, CO. “With such a unique investment approach and vast financial expertise, we are excited to work with a firm like Alpha Principle. Adding Proteus’ customizable alternative investment platform will open a new sector of opportunity for its clients, empowering them with additional strategies to...