Lionpoint and BlueFlame AI Announce Strategic Partnership
July 25, 20245 min
Includes participation with the AI & Data Science Innovation Hub for Alternative Investment Management
She brings more than two decades of expertise in fostering growth across diverse industries
Priority Financial Group Achieves Significant Milestones
July 22, 20244 min
Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services. In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a testament to the trust and confidence their clients place in the financial expertise of their dedicated team of advisors. This significant achievement underscores PFGâs dedication to providing exceptional service and...
LPL Financial Welcomes Stable Wealth
July 22, 20244 min
LPL Financial LLC announced that financial advisor Alex Williams, CFPÂŽ, has joined LPL Financialâs broker-dealer, RIA and custodial platforms to launch a new independent practice, Stable Wealth. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based in Olympia, Wash., Williams is a 25-year veteran of the financial services industry and past regional leader who enjoys putting the investment strategies and comprehensive financial plans in place...
Cliffwater, a leader in private markets and interval fund management, announced the addition of Timothy Henn as Head of Private Equity Secondaries as it expands its dedicated investment team for the Cascade Private Capital Fund. CPEFX is a newly launched interval fund providing access to a broad set of private capital investments, which recently crossed $1 billion in net asset value. Prior to joining Cliffwater and the CPEFX team, Tim was a senior member of J.P. Morgan’s...
Fintova Partners, Cogendi to Empower Family Offices Across the Americas
July 19, 20244 min
Fintova Partners, a leading technology and operations consultancy to investment management organizations, announced a partnership with Cogendi, a renowned Fintech solution provider headquartered in Paris, France that caters to Family Office and Ultra High Net Worth Individual (UHNWI) clients. Through this agreement, Fintova Partners becomes the exclusive distributor of Cogendi’s innovative portfolio reporting platform in the Americas. Addressing a Critical Need “Family Offices, UHNWIs, and their wealth managers often struggle with inflexible reporting tools when it comes to bringing...
Valor PayTech, a leading innovator in the payments industry, is pleased to announce its strategic partnership with PayTech Women, an organization dedicated to expanding opportunities for women in payments and fintech. This collaboration signifies a commitment to fostering diversity and innovation within the technology and financial sectors. As part of this pioneering partnership, Valor PayTech will work closely with PayTech Women to empower female professionals through various initiatives, including mentorship programs, leadership development sessions, and...
TradePMR Announces Enhancements to Integration with Advyzon
July 18, 20245 min
Latest improvements to increase efficiency for advisors and help energize organic growth
Apex Fintech Solutions Announces Launch of Apex Ascendâ˘
July 17, 20246 min
Apex Fintech Solutions Inc. (âApexâ), an innovation launchpad for the global investment ecosystem, announced that Apex Ascend, is now available â delivering real-time, cloud-native, B2B investment infrastructure designed to accelerate our clientsâ ability to operate efficiently and better navigate risk on a global scale. âPlatform breakthroughs like this donât come around every year or even every decade,â said Bill Capuzzi, Chief Executive Officer at Apex. âBut serving hundreds of financial service companies and 20+ million...
$3.5 billion firm joins World to expand its growth strategy and enhance its offering to advisors and clients