Flavio Porciani joins TPG as Partner
August 29, 20234 min
Appointment expands and strengthens TPG Capital’s industry-leading software franchise in Europe
Sowell Management grows organically, ahead of RIA Curve
August 28, 20238 min
RIA adds more advisor partners to its expanding firm
Introducing Texilix – the ultimate toolkit for all DeFi investors
August 24, 20234 min
Dubbed the ‘ultimate toolkit for all DeFi investors’, Texilix launches its transformative platform to revolutionize the landscape of pre-sale investments and provide a greatly enhanced investor experience. Offering both convenience and unmatched analytical insight, Texilix features a comprehensive suite of tools and real-time market data to keep users informed with robust project evaluations, and ahead of the game at all times. The jewel in Texilix’s crown is the multi-pre-sale launchpad, specifically designed to provide investors...
Merit Financial upgrades Client Experience with Nitrogen Growth Platform
August 23, 20234 min
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities
Opto Investments appoints Matt Dunn as Head of Marketing
August 22, 20235 min
Private market investments leader adds institutional marketing veteran to support RIA adoption
Cboe Global Markets announced new appointment
August 18, 20234 min
Cboe Global Markets, Inc, the world’s leading derivatives and securities exchange network, announced Mandy Xu had joined the company as Vice President and Head of Derivatives Market Intelligence. In this role, Xu is planning to produce high-level insights and analysis on derivatives market themes and flows, with a focus on furthering client education on Cboe’s markets and its leading suite of derivatives products. “Being a trusted derivatives marketplace and information provider is part of Cboe’s...
Beacon Capital Management recognized in 2023 RIA Ranking
August 17, 20232 min
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth
Alpha Transform Holdings joins SHIB Doggy DAO Foundation as Advisor
August 17, 20235 min
Alpha Transform Holdings will bring decades of corporate governance, fintech, and media experience and success to the executive arm of the Shibarium blockchain’s decentralized autonomous organization
Quicken adds robust investment tracking features to Simplifi
August 16, 20235 min
Amid this period of market volatility, new features offer users powerful investment balance and performance tracking capabilities
MSCI announces acquisition of Burgiss
August 16, 20237 min
Firms combine best-in-class private market data and analytics with leading public market expertise Reinforces commitment to driving innovation and improving transparency in global private asset investing MSCI to host conference call today, August 14, at 11:00 AM ET MSCI Inc, a provider of mission-critical decision support tools and services for the global investment community, it has entered into a definitive agreement to acquire the remaining 66% of The Burgiss Group, LLC (“Burgiss”) for $697 million...