Mindset Wealth Management launches with tru Independence
April 2, 20244 min
Mindset co-founders select tru to power independence and build a firm with differentiated investment management capabilities
Aquiline Capital Partners Principal Christina Walsh Named Chief Financial Officer; Seasoned RIA Strategy Leader Steve Gaven Appointed Chief Growth Officer
Equitable announces new leadership appointments
March 29, 20246 min
Industry veteran, Jim Kais, named Head of Group Retirement; succeeds Jessica Baehr, who was appointed President of Equitable Investment Management
Moomoo announces the establishing of the Moomoo Foundation
March 29, 20244 min
Moomoo, the intuitive investment and trading platform is thrilled to announce that it has established Moomoo Foundation, a foundation dedicated to furthering moomoo’s commitment to advancing financial literacy, promoting economic egalitarianism, and nurturing technological innovation among burgeoning fintech startups that share Moomoo Foundation’s ideals. Moomoo Foundation’s inaugural financial literacy initiative will be held on April 1, 2024. Moomoo Foundation and New York University’s Economics Society will host the “Invest your financial feature with moomoo” at NYU’s Leslie e-Lab. Justin Zacks, VP of...
FusionIQ launches FIQ Market One
March 28, 20245 min
Digital market to provide access to a diverse array of investment opportunities through unified, white-labeled client and advisor portals
Portal announced the launch of RAFA
March 27, 20246 min
RAFA’s AI Agents work in tandem to generate financial intelligence that was once only accessible by Wall Street’s elite
FundGuard closes $100M Series C Funding Round
March 27, 20245 min
Round Led by Key1 Capital, with Euclidean Capital and Hamilton Lane Joining Previous Investors to Accelerate New Product Capabilities and Further Expand Company’s Market Reach
Laidlaw & Co. Managing Partner James Ahern has been named one of Crain’s New York’s Notable Leaders in Finance for 2024. Mr. Ahern has been at Laidlaw for fourteen years and is credited with the firm’s strategic investments in some of the most promising and cutting-edge healthcare advancements to date. Mr. Ahern’s main responsibilities at the firm are centered around venture capital investments, where approximately $300 million has been deployed, creating billions in public market value. “Jimmy is one of the brightest, most...
Bybit expands trading horizons with Solana Options
March 26, 20243 min
Bybit, one of the world’s top three crypto exchanges by volume, is proud to announce the introduction of Solana (SOL) options to its lightning-fast platform. Bybit is now one of only two venues to offer this product. This new addition expands Bybit’s options, which already include Bitcoin (BTC) and Ether (ETH). Starting today, traders can explore an array of new strategies with SOL options, enhancing their trading experience and potential for profitability. SOL options on Bybit opens the door to innovative...
Sun Life names Timothy Deacon as Chief Financial Officer
March 26, 20244 min
Sun Life Financial Inc. is pleased to announce the appointment of Timothy (Tim) Deacon as Executive Vice-President and Chief Financial Officer, reporting to Kevin Strain, President and CEO, Sun Life, effective April 8, 2024. Mr. Deacon will become a member of Sun Life’s global Executive Team. He succeeds Manjit Singh, who is now President of Sun Life Asia. Mr. Singh will continue in his role as President of Sun Life Asia and as CFO until Mr. Deacon assumes his...