CW Advisors, LLC (“CWA”), a Boston-based registered investment advisor (“RIA”), announced the acquisition of Cubic Asset Management, LLC (“Cubic”), an independent account management firm also based in Boston. The deal adds over $700 million of AUM to CWA. Terms of the transaction were not disclosed. “We are thrilled to welcome the Cubic team and their clients to CW Advisors,” said Paul Lonergan, Chief Executive Officer of CWA. “Cubic’s disciplined approach and many years of experience...
Trust, Tennessee, Technology, and Talent intersect at Wealthspire Trust to benefit advisors and family wealth clients
The intuitive investment and trading platform moomoo proudly announces that its Research & Development affiliate has been granted seven additional patents in the first half of 2024. These new patents were awarded by the United States Patent and Trademark Office (USPTO), the Japan Patent Office, and IP Australia. The integration of these patented technologies enhances many of moomoo’s star features. For example, by leveraging technologies protected by USPTO patents, moomoo develops and refines its Candlestick Patterns and...
Milestone Achievement Underscores Firm’s Unrelenting Growth, Incomparable Platform, and Superior Service Propelled by Dynasty Network Firms’ Strong Organic Growth, Resilient Investment Platforms and Thriving M&A Activity
Blackstone announced that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (“BXCI”) in a newly created role leading client relations for the group. Dickson will oversee BXCI’s Institutional Client Solutions team, serving our investors globally, and more broadly partner on BXCI’s origination efforts with borrowers around the world. Gilles Dellaert, Global Head of BXCI, said: “Tyler has incredible insights, experience...
Funds will fuel the company’s strategic initiatives, global growth, and advancement of its AI-driven financial technology platform for alternative investors
The announcement demonstrates The Vistria Group's continued investment in its most valuable asset: its people
Deal builds on EP presence in region; Veteran team provides personalized approach to financial planning
401GO, a leading provider of retirement planning financial technologies, announced the public release of its highly anticipated mobile app. Designed to meet the evolving needs of its users, the app represents a significant advancement in accessibility and user-friendly technology, reinforcing 401GO’s commitment to customer-centric innovation. The app, available for both iOS and Android devices, empowers users to manage their retirement plans from the convenience of their smartphones. With a sleek, intuitive interface, the app provides...
Brand Velocity Group (“BVG”), an innovative and diversified investment platform focused on acquiring and transforming businesses, announced that Lauren Serota has joined the firm as its Chief People & Culture Officer. Ms. Serota joins BVG from Patagonia where, since 2019, she had served as the Head of Talent Development, Performance, Learning & Development, and People Analytics. Ms. Serota also serves as a HR Advisor to Semper Virens, a venture capital firm, where she advises founders...
