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
Vestmark and BlackRock to Enhance Custom Model Portfolio Offerings
September 25, 20244 min
Marks significant milestone for Vestmark's platform serving financial advisors
Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics
September 24, 20247 min
In addition, Kwanti named a finalist in the ThinkAdvisor 2024 Luminaries Awards
The Raine Group Hires Alexander Verbitsky as Managing Director
September 24, 20243 min
The Raine Group (“Raine”), a leading global strategic advisory and investment firm, announced that Alexander Verbitsky has joined the firm as a Managing Director, focusing on the gaming industry and working to expand Raine’s presence in the European market. Mr. Verbitsky joins Raine from Tripledot Studios (“Tripledot”), a leading force in the mobile gaming industry, where he led corporate development and strategy. A portfolio company of Raine Partners, Tripledot was recognized by the Financial Times as Europe’s...
Canyon Partners Expands Global Footprint with Senior Hire in EMEA
September 23, 20243 min
Ricard Janson Joins as Senior Vice President in EMEA Capital Formation Group focused on the Nordics and the Netherlands
Knights of Columbus Asset Advisors Selects SEI for Custody & Technology
September 23, 20244 min
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
CAIS Broadens Offerings from Leading Alternative Asset Managers
September 20, 20245 min
Apollo, Ares, Bain Capital, BlackRock, Blackstone, Blue Owl, Golub Capital, Franklin Templeton, KKR, Nuveen, Partners Group, Reverence Capital Partners, Stonepeak, and Vista Equity Partners are among the managers introducing or expanding strategies on the CAIS platform