Tetrix Announces $5 Million Seed Round
September 27, 20245 min
New funding from Innovation Endeavors will support expansion of proprietary data collection, extraction, and analysis platform
Jerry Chafkin Joins Yayati as CIO
September 26, 20244 min
Yayati, a leading wealthtech and investment management provider specializing in options, announced this week that veteran asset management executive Jerry Chafkin has joined the firm as Chief Investment Officer. Chafkin, the former Chief Investment Officer of AssetMark, brings decades of experience in portfolio strategy, risk management, and financial innovation to the rapidly growing Yayati team. As Yayati continues to broaden the adoption of options in wealth portfolios, Chafkin will play a pivotal role in driving the success...
Addepar launches trading solution with intuitive dashboards, new design
September 25, 20245 min
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades
Vestmark and BlackRock to Enhance Custom Model Portfolio Offerings
September 25, 20244 min
Marks significant milestone for Vestmark's platform serving financial advisors
Canyon Partners Expands Global Footprint with Senior Hire in EMEA
September 23, 20243 min
Ricard Janson Joins as Senior Vice President in EMEA Capital Formation Group focused on the Nordics and the Netherlands
Knights of Columbus Asset Advisors Selects SEI for Custody & Technology
September 23, 20244 min
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
CAIS Broadens Offerings from Leading Alternative Asset Managers
September 20, 20245 min
Apollo, Ares, Bain Capital, BlackRock, Blackstone, Blue Owl, Golub Capital, Franklin Templeton, KKR, Nuveen, Partners Group, Reverence Capital Partners, Stonepeak, and Vista Equity Partners are among the managers introducing or expanding strategies on the CAIS platform
Moneta Hires Director of Mergers and Acquisitions
September 19, 20245 min
Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want
Paul Dunn to Join XA Investments Senior Advisor Team
September 19, 20244 min
XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, has welcomed Paul Dunn as a Senior Advisor. After a successful investment management career that culminated at Bluerock Capital Markets, Paul will advise XAI on sales and distribution. XAI provides individual investors with access to institutional-caliber alternative managers by partnering with established industry professionals with proven capabilities in alternative credit, private debt, and select hedge fund strategies. “Paul’s executive leadership in the alternatives...
Noble Hires Áine Cronin as Vice President of Investor Relations
September 18, 20243 min
Noble Investment Group (“Noble”) is pleased to announce the addition of Áine Cronin as Vice President of Investor Relations. In her new role, she will help to enhance and implement best-in-class practices to engage with Noble’s growing investor base and support the firm’s expanding investment platform. Mrs. Cronin brings more than fifteen years of experience developing and advancing relationships with institutional, ultra-high-net-worth, RIA, and family office investors. She joins Noble from Rockbridge, where she had responsibility...