Tegus, the leading investment research platform, announced a partnership with Blue Heron Research Partners for a new offering, Management Checks by Blue Heron. This offering expands Tegus’ core suite of expert research by providing users with critical insights on the strengths, weaknesses, and management styles of CEOs and key executives, all within the Tegus platform. Management Checks by Blue Heron will be available in the Tegus platform beginning on November 8, 2023. See the full details...

Canoe further expands its product suite with the introduction of Canoe Pro, a comprehensive solution that integrates expert services into the Canoe client experience.

Adds Alex Kania, Lead Analyst for Newly Created Equity Research Group Addition of Research Group Enhances Equity Capital Markets Capabilities

Indemo, Europe’s pioneering MIFID-licensed debt investing platform, is proud to announce its groundbreaking launch. This innovative platform empowers retail investors by granting access to Discounted Debt Investments, a privilege once reserved for bankers and institutional investors. DDI involves investing into mortgage loans at substantial discounts from retail banks when debtors face payment challenges, offering unparalleled income potential. Key Highlights: Bank-Backed Security: all DDI products are backed by bank-quality mortgages as collateral. These loans have been...

Next-Generation Financial Advisor Joins the Firm's Fast-Growing, State-of-the-Art Broadwest Complex

New identity reflects integrated offering of wealth management, tax advisory and planning services for high-net-worth and ultra-high-net-worth clients Highlights expanded capabilities and continuing dedication to exceptional client experience Adviser Investments, a leading independent wealth management firm, announced its rebranding as RWA Wealth Partners. The rebrand follows the successful merger with Ropes Wealth Advisors earlier this year. With nearly 200 employees, RWA Wealth Partners has more than $15 billion in total client assets under management and assets under...

Experienced Emerging Markets and Crypto Investor to Expand CoinFund’s APAC Expertise

Founding members include industry veterans with deep expertise across investment management, technology, cybersecurity and compliance