Fintech Sector Investment Remains Muted While 2024 Opportunity Persists
October 24, 20245 min
2024 report highlights Fintech founders diligently improving bottom line in 2024 despite investments dropping 91% since peak in 2021
Primestone Partners Appoints Jon Beyman to Technology Advisory Board
October 24, 20244 min
Primestone Partners, aĀ New York-based management company focused on strategic technology investments, announced the appointment of Jon BeymanĀ to its Technology Advisory Board. Beyman is an independent senior advisor with more than 40 years of experience in financial services, technology, and operations. Beyman has held senior leadership positions at several prominent bulge-bracket banks, including Citibank, Credit Suisse, and Lehman Brothers. At Citibank, he served as the Global Head of Operations and Technology for the Institutional Client Group....
Waverly Advisors Acquires 9258 Wealth Management
October 24, 20243 min
Waverly expands into Ohio with 25 locations nationwide
Monark Markets Announces $2.2m Seed Round
October 23, 20246 min
Monark Receives Regulatory Approval to Operate as a Broker-Dealer, Raises $2.2M Bringing Total Funding to $3.6M
GainbridgeĀ® and RetireOneĀ® to Offer Innovative Annuity Products to RIAs
October 23, 20244 min
GainbridgeĀ®, through its Group 1001 affiliate, announced a partnership with RetireOne, the leading independent platform in the annuity marketplace for registered investment advisors (RIAs). RetireOne, an outsourced insurance desk, provides RIAs and their customers valuable solutions that are simple to use, easy to understand, and delivered with outstanding service. RIAs now have platform access to two of GainbridgeĀ®ās high-yield multi-year guaranteed annuity (MYGA) products ā FastBreakā¢1Ā and SteadyPaceā¢2,3. With this partnership, RetireOne is the first outsourced...
The Triple Reward of M&As: Harmonizing People, Processes, and Platforms
October 23, 202412 min
Harmonizing people, processes, and platforms in M&As strengthens financial advisory firms for streamlined growth and enhanced client experience
CUWG Launches Managed Direct Bond Investments for Member Portfolios
October 22, 20243 min
Credit Union Wealth Group (CUWG), a leading provider of digital wealth management programs for credit unions, announces the expansion of its fixed income capabilities, providing members with access to managed direct bond strategies. Members can access Treasury, TIPS, Agency, Municipal and Corporate managed bond and ladder investments as part of their portfolio. Members are interested in direct bond investments, but complexity and high minimums have often made strategies inaccessible. Through the CUWG wealth management program,...
Three SMA Models from Sound Income Strategies Now on Orionās Platforms
October 21, 20244 min
Income Plus, Dividend River and Total Return strategies now available through Orion Communities and Orion Portfolio Solutions
Beacon Pointe Advisors Breaks New Ground in Minnesota
October 18, 20247 min
$1B Landmark Wealth Management Group Joins Beacon Pointe, Extending Vast Operational Opportunity Across Four Offices Nationwide
Lionpoint Group Rebrands to Alpha Alternatives
October 16, 20245 min
The rebrand further confirms Alpha Alternativesā position as the leading trusted advisor for private markets investment managers globally, and the leading implementation partner for private markets technology.