Andrew Szmulewicz and Fernando Phillips Named as Co-Heads of Emerging Markets Debt Business; Gabriel Szpigiel to Depart Randy Raisman and Michael Alexander promoted to Leadership Team for U.S. Opportunistic Credit Business
Andrew Szmulewicz and Fernando Phillips Named as Co-Heads of Emerging Markets Debt Business; Gabriel Szpigiel to Depart Randy Raisman and Michael Alexander promoted to Leadership Team for U.S. Opportunistic Credit Business
New Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth management experience.
Bluerock Capital Markets (“BCM”), a leading distributor of institutional alternative investment products and the dedicated dealer manager for Bluerock, announced that it has hired industry veteran Jeffrey KlepackiĀ to serve as Executive Vice President and National Sales Manager. In this role, Mr. Klepacki will be responsible for supervising and managing the company’s senior national sales teams and supporting the strategic growth and development of Bluerock investment programs across all intermediary distribution channels including the independent broker-dealer,...
Expands presence in Pacific Northwest and increases planner network; broadens firmās financial planning capabilities
Linnovate Partners (“Linnovate”), a leader in asset servicing and fintech for the alternative investment industry, is pleased to announce the successful closure ofĀ USD 40 millionĀ funding commitment by SeaTown Private Capital Master Fund. SeaTown Private Capital Master Fund is managed by SeaTown Holdings International Pte. Ltd. (“SeaTown”), a leadingĀ Asia-focused alternative investments firm that is owned by Seviora, Temasek’s asset management group. This capital infusion marks a pivotal moment in Linnovate’s journey, enabling the firm to scale...
DLP Capital, a private real estate investment and financial services firm, announced Nick Stonestreet as its new President of Financial Services. With over 30 years of experience in the financial services industry, Stonestreet brings a wealth of knowledge and enhanced service delivery. Before joining DLP Capital, Stonestreet was the CEO, chief investment officer, and senior partner of Blue Trust, where he played a pivotal role in developing strategic initiatives and overseeing the management of the...
Future Capital, a tech-enabled registered investment advisor (RIA), and Money Concepts, a privately owned broker dealer, announce their strategic partnership. This collaboration will bolster Money Conceptsā services, enhancing its solutions that encourage better retirement outcomes. Future Capital enables advisors to seamlessly manage their existing wealth management clients’ held-away 401(k) assets, with or without a relationship with the plan sponsor or plan provider. “Our partnership with Money Concepts strategically enables advisors to better serve their clients...
Investment Signals a Focus on Empowering Financial Advisors Nationwide
GSAS expands its range of independent advisor services through new liquidity management tool allowing lending against certain alternative investments currently available through Goldman Sachs Bank USA.
RIA GPT Provides Advisors with AI Efficiencies while Addressing Governance, Risk, Compliance and Cybersecurity