Investing Platform Public Introduces Treasury Accounts
January 16, 20235 min
New offering meets increased consumer demand for low-risk, reliable-yield alternatives
Nomura Strategic Ventures makes an investment in Percent
January 16, 20234 min
Percent announces venture debt financing from Nomura Strategic Ventures to fund growth for the private credit platform and to explore collaborating on future transactions
StockCharts Debuts Mobile App
January 16, 20234 min
This companion app will enhance StockCharts member experiences by providing on-the-go investors with access to advanced charts and real-time data
Fiori Financial Group Launches as Independent RIA
January 16, 20234 min
The Newly Formed RIA Selects Goldman Sachs Advisor Solutions as Custodian of Choice
Monnai demonstrates product market fit in first year of operations
January 13, 20237 min
Company’s single API approach delivers decisioning insights at every stage of the customer lifecycle
CAPTRUST Grows Nashville Presence Adding Trustcore Financial
January 13, 20233 min
CAPTRUST Financial Advisors (CAPTRUST) announced today the addition of TrustCore Financial Services (TrustCore). The registered investment advisor (RIA) is based in Nashville, Tennessee, and is led by Partner and CEO Gary Dean. TrustCore is the second CAPTRUST office in Nashville, following the addition of New Market Wealth Management in 2021. TrustCore oversees nearly $2.3 billion in assets and supports individuals, families, endowments, and foundations. More than 75 percent of TrustCore’s clients are located in the Middle Tennessee region. The deal brings 48 new colleagues to...
The Patriot Financial Group Affiliates with Cetera
January 11, 20235 min
$2.5 billion firm joins Cetera Financial Specialists community from Securities America
Lido Advisors to Partner with Colorado Financial Management
January 11, 20235 min
Culturally Aligned Team Expands Mountain West Region and Family Office Offering
Broadridge and LiquidX Launch InBlock TradeOps
January 10, 20234 min
Introducing the industry's first and only true end-to-end BPO solution for Trade Finance
Fidelity® Launches Fidelity Private Credit Fund
January 10, 20238 min
Fidelity Investments® today announced the expansion of its rapidly growing alternative investments (alts) product lineup with the launch of the Fidelity Private Credit Fund, a business development company (BDC). The new BDC is available today for individual investors* and distributed through financial advisors and intermediaries in most states**, and we continue to look for opportunities to expand our offering. Fidelity Private Credit Fund will be managed by Fidelity Diversifying Solutions LLC***, an investment adviser that was...