Corebridge Financial launches Multi-Year Guaranteed Annuity for RIAs
January 30, 20244 min
American Pathway Advisory Represents Next Step Forward as Corebridge Connects with RIAs Seeking Solutions that Build Assets and Protect Income
Realta Wealth announced its inaugural corporate advisory board
January 29, 20244 min
Inaugural Board Includes RLR Strategic Partners Managing Partner Larry Roth, Haven Tower Group CEO Joseph Kuo and Docupace COO Mike Zebrowski
Menlo Ventures hires Rama Sekhar as Partner
January 25, 20244 min
Veteran technology investor and engineer brings expertise in cybersecurity, AI, and cloud infrastructure to the firm’s investment team
Leon Capital names Cory Calvert Head of Capital Formation
January 25, 20244 min
Leon Capital is focused on delivering a new model that provides an attractive alternative to traditional fund management, with full alignment over sustained periods of time.
ChainGPT facilitates the launch of the GT Protocol
January 22, 20245 min
The GT Protocol launch is catalyzed by a strategic partnership with ChainGPT Pad, a launchpad and incubator providing mentorship, community access, and token launch infrastructure to promising Web3 startups
Bridge Investment Group announces Key 2024 Promotions
January 18, 20244 min
Inna Khidekel and Lourdes Fisher Promoted to Co-Heads of Client Solutions Group
Robert Leary joins Voya Financial Board of Directors
January 15, 20243 min
Voya Financial, Inc., announced that Robert Leary has been elected to the company’s board of directors, effective Jan. 8, 2024. Leary has more than 30 years of experience across the asset management, employee benefits, retirement, insurance and annuities industries. He currently serves as a senior advisor at Leapfrog Investments, a private investment firm that invests in high-growth financial services, healthcare and climate solutions companies in emerging markets. He will serve on the compensation, benefits and...
SageView Advisory Group to acquire Palmer Retirement Consulting
January 11, 20244 min
Fort Wayne, Indiana-based Firm Continues SageView's Institutional Consulting Growth
NewEdge Wealth adds Kevin McIntyre to Investment Team
January 10, 20243 min
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm
Qraft Technologies hires Rita Lin as Director of Business Development
January 8, 20243 min
Qraft Technologies, a leading invest-tech company developing artificial intelligence (AI) solutions, has announced the hiring of Rita Lin, a senior financial services executive, who will serve as Director of Business Development. As veteran in the industry with 15 years in finance, Lin brings a wealth of expertise, particularly from her over decade-long focus in prime brokerage at industry-leading institutions including Citigroup and Bank of America Merrill Lynch. During her career Lin has played important roles...