Perigon Wealth Management Enhances Leadership to Support Continued Growth
October 7, 20247 min
San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity
Angela Saez Joins Aristotle Capital Boston as a Senior Research Analyst
October 4, 20243 min
Aristotle Capital Boston, LLC (“Aristotle Boston”), an independent registered investment advisor specializing in small cap and small/mid cap equity strategies, announced that Angela Saez has joined the firm as a Senior Research Analyst and as a member of the investment team. She will report to David Adams, CFA, CEO, Portfolio Manager of Aristotle Boston. Ms. Saez will be based in Boston. In her role, she will focus on conducting fundamental, bottom-up research, providing in-depth analysis...
Waverly Advisors Acquires CenterPoint Wealth Management
October 4, 20243 min
The acquisition expands Waverly’s reach to new markets in the Indianapolis area
Canary Capital Makes Debut, Launches U.S.’s First HBAR Trust
October 3, 20247 min
Former Valkyrie Co-Founder Launches New Digital Asset-Focused Investment Firm Focused on Delivering Innovative Investment Solutions in Crypto
Beacon Pointe Advisors Bridges New Opportunities with New Acquisitions
October 3, 20247 min
$460M Bridge Advisory and $140M Charleston Investment Advisors Acquired by Beacon Pointe, Amplifying Southern California and South Carolina Presence
AgentSmyth Appoints Robert DiFazio as CSO and Board Member
October 1, 20247 min
Company Surpasses 10,000 Client Searches, Adds 200+ Institutional Traders, and Accelerates Adoption of Its Offerings
TradingBlock Unveils Executing Broker-Neutral Platform
October 1, 20243 min
Traders can now design a custom execution environment while reducing the limitations of being tied to a single executing broker platform
LPL Financial appoints New Head of Investment Management Solutions
September 30, 20245 min
LPL Financial LLC, a leader in the wealth management industry, announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business. Belski brings more than 25 years of experience to LPL, most recently having served as global head of product...
RD Technologies Secures US$7.8 Million in Series A1 Financing
September 30, 20246 min
RD Technologies announced the successful completion of its Series A1 financing, securing US$7.8 million. In this funding round, RD Technologies has secured strategic investments from prominent industry players like HongShan, Hivemind Capital, Aptos Labs, Hash Global, SNZ Capital, Solana Foundation, Anagram, and Upward Capital. The capital injection will enable RD Technologies to continue building a financial platform that bridges the Web2 and Web3 worlds and continue to contribute to the development of the Web3 ecosystem in Hong Kong. RD Technologies announced on 18th...
Steward Partners Elevates Multiple Executives to Continue Rapid Growth
September 30, 20244 min
Gonyo Named Head of Wealth Management, Eustace Named Chief Administrative Officer, Condon Named Chief of Staff