New Target Allocation and Target Risk ETF Model Portfolios Expand Fidelity’s Robust Lineup of Portfolio Solutions Fidelity Data Highlights 9% YOY Growth in Advisors’ Portfolio Allocations to ETFs
Initially Invested in 2017, ahead of private credit expansion and supported the growth of the platform
WealthManagement.com, the leading resource for financial advisors and wealth management professionals, is excited to announce the launch of its newly refreshed website. Designed with our readers and partners in mind, the updated site delivers a cleaner, faster, and more intuitive experience for accessing the content and tools you rely on. This update underscores WealthManagement.com’s commitment to providing cutting-edge digital tools and content tailored to the evolving needs of the wealth management industry. For Our Audience...
KKR, a leading global investment firm, announced the final close of the KKR Opportunistic Real Estate Credit Fund II (“ROX II”), a strategy dedicated to opportunistic investments in senior loans and real estate securities in the U.S. and Western Europe. Closed commitments to the comingled fund and separate accounts pursuing KKR’s Opportunistic Real Estate Credit Strategy total over $850 million. ROX II is KKR’s flagship private fund investing across the full breadth of KKR Real...
Generational Group, a leading investment banking firm for privately held businesses, is proud to announce a record-breaking start to 2025, with 20 successful deal closings in January. This milestone not only underscores the firm’s unwavering commitment to delivering exceptional results for its clients but also signals the onset of an anticipated M&A wave in 2025. This surge in activity is driven by several key market factors, including increased certainty following the inauguration of the new...
Clutch is turning credit unions into FinTech, and with the successful completion of a Series B funding round is now equipped with $65million to further transform the way credit unions deliver products and services to the members and communities they serve. The Series B funding round was led by Alkeon Capital Management with participation from Andreessen Horowitz, TruStage Ventures as well as Peterson Partners. “As the fastest growing, most widely-adopted and most holistic modern digital onboarding solution...
Camila joined QED in 2022 as the company’s first employee based in São Paulo
Seasoned executive to propel Blend’s next phase of product innovation and growth
