Perigon Wealth Management Enhances Leadership to Support Continued Growth
October 7, 20247 min
San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity
Angela Saez Joins Aristotle Capital Boston as a Senior Research Analyst
October 4, 20243 min
Aristotle Capital Boston, LLC (“Aristotle Boston”), an independent registered investment advisor specializing in small cap and small/mid cap equity strategies, announced that Angela Saez has joined the firm as a Senior Research Analyst and as a member of the investment team. She will report to David Adams, CFA, CEO, Portfolio Manager of Aristotle Boston. Ms. Saez will be based in Boston. In her role, she will focus on conducting fundamental, bottom-up research, providing in-depth analysis...
Canary Capital Makes Debut, Launches U.S.’s First HBAR Trust
October 3, 20247 min
Former Valkyrie Co-Founder Launches New Digital Asset-Focused Investment Firm Focused on Delivering Innovative Investment Solutions in Crypto
Beacon Pointe Advisors Bridges New Opportunities with New Acquisitions
October 3, 20247 min
$460M Bridge Advisory and $140M Charleston Investment Advisors Acquired by Beacon Pointe, Amplifying Southern California and South Carolina Presence
AgentSmyth Appoints Robert DiFazio as CSO and Board Member
October 1, 20247 min
Company Surpasses 10,000 Client Searches, Adds 200+ Institutional Traders, and Accelerates Adoption of Its Offerings
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
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