Wealth management leaders to study future of the industry
November 1, 20239 min
Forward-looking study will analyze how worldwide shifts in investor demographics and needs are expected to transform the wealth industry
RiXtrema to launch RemAI
November 1, 20238 min
Advanced AI Tool with Stunning New Technology Leaves ChatGPT in the Dust
FTV Capital named to Inc.’s Founder-Friendly Investors List
October 31, 20237 min
FTV Capital, a leading sector-focused growth equity investment firm, announced its inclusion for the third consecutive year on Inc.’s annual Founder-Friendly Investors list, which honors the private equity and venture capital firms with the best track records of success backing entrepreneurs. The final list recognizes 218 firms that are actively engaged with their portfolio companies and have earned the trust of the entrepreneurs they support to help drive growth. “Now more than ever, founder-led companies...
Pontera and Kovack Financial Network announce a New Partnership
October 27, 20234 min
Privately-held broker-dealer and corporate RIA managing over $13 billion in assets across 95,000+ client accounts partners with Pontera to offer secure professional 401(k) management capabilities to their over 400 financial professionals
SS&C sees More than 250 Clients Go Live on Eze Eclipse
October 27, 20235 min
Cloud-native front-to-back investment management system streamlines trading, optimizes efficiencies and costs
Alpaca launched Private Equity Real Estate Platform
October 4, 20236 min
Daniel Carr (formerly Ares Management) and Peter Weiss (formerly Prospect Ridge) co-found and lead new platform with anchor capital from GCM Grosvenor
21.co announced new appointment
October 4, 20234 min
Mandy Chiu, CFA, brings deep experience developing innovative investment solutions for international markets
TruStage™ introduced Digital Lending Insurance Product
October 3, 20236 min
First-of-its-kind Digital Lending Insurance Product is Designed to Promote Financial Resilience for Lenders and Borrowers.
Callan adds Constantine Braswell to Growing Private Credit Team
September 26, 20233 min
Callan, a leading institutional investment consulting firm, announced that Constantine (Cos) Braswell joined the firm’s Alternatives Consulting group as a vice president and private credit research consultant. Based in the Denver office, Mr. Braswell reports to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan. “We’re excited to have Cos join our private credit consulting team,” said Mr. Keliuotis. “In recognition of the continued strong client interest in private credit strategies, we’ve been expanding our team, and...
Josh Warren named Chief Financial Officer of Envestnet Inc.
September 26, 20235 min
Succeeds Pete D'Arrigo Who Will Assist During Transition