Pagaya and Värde continue partnership
September 21, 20233 min
Värde Partners and Pagaya Close $108mm Transaction for Multi-Billion Dollar Credit Union
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
Linqto announces Key Leadership Promotions
September 8, 20233 min
Joseph A. Endoso named President and Patty Brewer becomes Chief Operating Officer
Evan Williams, CFA, CAIA, Joins Callan’s Consulting Team in Portland
September 6, 20233 min
Callan, a leading institutional investment consulting firm, announced that Evan Williams, CFA, CAIA, joined the firm’s Portland, OR consulting team as a vice president and investment consultant. Mr. Williams brings nearly a decade of industry and investment consulting expertise, working with a multitude of institutional clients that include defined benefit plans, hospitals, endowments, and foundations. He reports to Greg DeForrest, executive vice president and head of Callan’s Fund Sponsor Consulting group and the West Coast consulting team. “I...
ViewTrade, the force that powers fintech announced that Laksh Gangwani will be assuming the role of Chief Revenue Officer (CRO) for the Asia-Pacific (APAC) and Middle East regions while Ronit Kar has been appointed its new Head of International Growth. These key strategic hires reflect ViewTrade’s continued commitment to expansion and meeting increasing demand for cross-border investment technology solutions across the wider Asia and Middle East regions. Based in Singapore, Gangwani joined View Trade in September 2022 as a Managing Director for Asia and has played a pivotal role in expanding the footprint of View...
Crypto Shark Announces Record Profits for the Last Quarter of 2022
January 18, 20234 min
The software based investment company have experienced unprecedented growth over the past 12 months and it shows no sign of slowing down in 2023. Crypto Shark have slowly been gaining market share in the alternative investment market due to their patented trading algorithms that have allowed clients to benefit from the crypto ecosystem around the world since 2017. Crypto Shark are only going to become bigger due to the huge news that the app will be available for free...
Investment firm KKR Appoints Tim Lawler as Executive Advisor
January 17, 20235 min
KKR, a leading global investment firm, announced today the appointment of Tim Lawler as an Executive Advisor. Mr. Lawler will work alongside the KKR Americas Health Care team to help develop a differentiated approach to executive talent management for existing portfolio companies and prospective investment opportunities. Mr. Lawler will focus on cultivating long-term relationships with accomplished CEOs and other executives and will help build various capabilities within KKR to help the firm be an exceptional...
Nomura Strategic Ventures makes an investment in Percent
January 16, 20234 min
Percent announces venture debt financing from Nomura Strategic Ventures to fund growth for the private credit platform and to explore collaborating on future transactions
Fiori Financial Group Launches as Independent RIA
January 16, 20234 min
The Newly Formed RIA Selects Goldman Sachs Advisor Solutions as Custodian of Choice