Facet unveils Financial Wellness Score
November 1, 20237 min
The reimagined score creates a new standard for measuring overall wellbeing, providing actionable insights for reaching personal goals
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
Clearwater Analytics wins RiskTech Buyside 50 Award
October 27, 20234 min
Chartis Research Acknowledges Clearwater Analytics' Excellence in Investment Management Technology
SeedBlink introduces product enhancements as part of Fall Release
October 26, 20235 min
SeedBlink, Europe’s tech-focused venture investment and equity management platform, introduces a series of product enhancements as part of Fall Release. These updates are designed to simplify and enhance the equity understanding and access processes for European companies and their stakeholders. The new tools are for founders but also for investors. “SeedBlink is determined to transform Europe’s approach to equity ownership, bridging the gap between financial and intelligent capital. Unlike the thriving equity culture in the...
Savvy Advisors recruits Michael Most as Principal Wealth Manager
October 25, 20236 min
Former LPL Financial advisor brings over two decades of experience to fast-growing, modern RIA
AMG announces partnership with Ara Partners
October 23, 20234 min
AMG invests in Ara Partners, a specialized private markets manager focused on industrial decarbonization Partnership enhances AMG’s exposure to secular growth areas: private markets and sustainable investing AMG partnership facilitates increase in Ara Partners’ management equity ownership in the firm Ara Partners to leverage AMG’s strategic capabilities to enhance business development and growth initiatives