SMArtX Advisory Solutions adds 13 Strategies to Manager Marketplace
February 9, 20244 min
Bahl & Gaynor and Cantor Fitzgerald join the SMArtX Platform.
NewEdge Wealth establishes Atlanta Office in Buckhead
February 8, 20244 min
Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble
SemperVirens Venture Capital appoints New CEO
February 7, 20244 min
Stephan Roche joins as CEO to lead the VC firm into the next stage of growth and expand its network of investors and entrepreneurs.
Clearwater Analytics named Keith Viverito as Managing Director, EMEA
February 7, 20244 min
New Managing Director to Drive Clearwater Growth in Europe & APAC
Jean Safar joins NowCM as Group CTO
February 6, 20244 min
Jean Safar, renowned for his expertise in designing and implementing cutting-edge distributed systems, is appointed as Group Chief Technology Officer (CTO) at NowCM. Jean has large experience in designing and developing state-of-the-art centralised and distributed systems for investment banks such as Lehman Brothers, UBS or Dresdner Bank, in the United States, Europe and Asia. Jean spent 2 years at Digital Asset as its Field CTO managing the architecture and implementation of the largest production-based Canton DLT and Canton Network...
TruStage Ventures’ Discovery Fund completes $11 Mn in Investments
February 5, 20247 min
TruStage Ventures, the venture capital arm of TruStage, released its second annual report detailing the impact of its Discovery Fund, created in 2021 to invest in early-stage companies led by diverse founders and CEOs building solutions for financial inclusion. These companies are making an impact on improving financial health and providing underserved communities with more affordable, accessible financial services. “Diverse leaders are often best positioned to solve challenges in inequity and financial inclusion, yet they...
RIA industry veteran David Canter joins CAIS as Strategic Advisor
February 2, 20243 min
Canter’s two-plus decades serving the RIA community to bolster CAIS’ unwavering commitment to independent advisors
Pontera and Steward Partners Global Advisory announced partnership
February 1, 20244 min
Rapidly-growing RIA and broker-dealer announces a forward-thinking partnership with Pontera, equipping advisors with secure and comprehensive 401(k) account management and reporting capabilities
Elements launches Complimentary Service for Nascent Advisory Firms
February 1, 20243 min
Advisors managing up to three clients will gain access to Elements platform, enhancing prospecting capabilities
Crewe Capital expands footprint to Michigan adding veteran banker
January 31, 20244 min
Brian Basil joins as managing director to lead investment banking in Michigan