Asset Management | Media Room

Press Release Jan 16, 2025

Onramp Bitcoin Unveils Onramp Institutional With Glenn Cameron, Industry Veteran, as Global Head

The new division aims to redefine institutional bitcoin adoption with secure, multi-institution custody and bespoke advisory services.

Press Release Dec 20, 2024

Hard Assets Alliance Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

WireDaily releases its new and updated analysis of Hard Assets Alliance reviews, complaints, fees, and reputation to help consumers make better-informed financial decisions.

Press Release Dec 19, 2024

Legacy Precious Metals Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

WireDaily releases a new and updated analysis of Legacy Precious Metals reviews, complaints, fees, and reputation to help educate consumers.

Press Release Dec 19, 2024

Provident Metals Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

WireDaily releases its new and updated analysis of Provident Metals reviews, complaints, fees, and reputation to help consumers make better-informed financial decisions.

Press Release Nov 29, 2024

T-REX 2X Long Tesla Daily Target ETF and T-REX 2X Inverse Tesla Daily Target ETF - Change Listing Exchange to Cboe

Press Release Nov 26, 2024

Sterling Organization Sells Windsor Square, in Charlotte, North Carolina MSA for $70.1 Million

Sterling Organization, a vertically integrated private equity real estate investment firm whose national platform is focused on investing in retail real estate assets, has announced the sale of Windsor Square

Press Release Nov 25, 2024

Castle Hall Announces Next Generation DiligenceExchange Verification Reports With Early Access Program for Global Alts 2025

Press Release Nov 18, 2024

Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management

Press Release Oct 28, 2024

Proxymity and MUFG Pension & Market Services Expand Partnership to Transform Digital AGM Announcements and Investor Voting in Australia

Forbes Recognizes Magnus Financial Group in its Ranking of Top RIA Firms 2024

Press Release Oct 18, 2024

Keystone Private Wealth is thrilled to announce the addition of Robert Valenzuela and Todd Luttmers to our firm. With their combined expertise and unwavering commitment to client service, Robert and Todd bring fresh energy to Keystone that aligns perfectly with our mission of prioritizing our clients. Together, they managed over $100 million in investment assets. Read More

Press Release Aug 20, 2024

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Fourth Consecutive Year

Press Release Jul 11, 2024

Storage Caves, a Luxury Condo Garage Storage Developer, to Build 196 Luxury Garages in Buford, Georgia, Adjacent to Lake Lanier

Press Release Apr 4, 2024

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year

Press Release Mar 26, 2024

BHG Financial Completes First Consumer-Only ABS Transaction, Closes Over $273M in ABS Notes

The latest transaction carries a AAA (sf) rating from both Fitch Ratings Inc. and Kroll Bond Rating Agency, LLC on the Class A Notes. Read More

Press Release Mar 24, 2024

Proxymity Vote Connect Rolled Out by HSBC in Australia

Product delivers innovative investor relations services for HSBC in the Australian market, with deployment in other markets expected in due course Read More

Press Release Mar 22, 2024

Bosun Asset Management, LLC Launches Its U.S. Small-Cap Growth Strategy and Welcomes Andrew Cupps and His Team With Their 23-Year Track Record

Bosun is a diverse-owned and led asset management firm broadening representation in the investment industry while seizing growth opportunities to deliver alpha for its clients. Read More

2-10 Home Buyers Warranty Empowers Homeowners With New vipHomeLink Collaboration

Press Release Mar 20, 2024

Aisot Technologies, a leader in advanced artificial intelligence solutions for professional and institutional investors, is excited to announce the launch of its latest innovation – the AI Insights Platform for Equities. This state-of-the-art platform is designed to transform the way investors design, validate, and customize investment strategies at scale, providing unprecedented actionable, real-time analytical capabilities and insights for the stock market. Read More

Acumain and Calfus Announce Strategic Partnership

Press Release Dec 20, 2023

Onramp Bitcoin Unveils Onramp Institutional With Glenn Cameron, Industry Veteran, as Global Head

Hard Assets Alliance Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

Legacy Precious Metals Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

Provident Metals Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

T-REX 2X Long Tesla Daily Target ETF and T-REX 2X Inverse Tesla Daily Target ETF - Change Listing Exchange to Cboe

Sterling Organization Sells Windsor Square, in Charlotte, North Carolina MSA for $70.1 Million

Castle Hall Announces Next Generation DiligenceExchange Verification Reports With Early Access Program for Global Alts 2025

Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management

Proxymity and MUFG Pension & Market Services Expand Partnership to Transform Digital AGM Announcements and Investor Voting in Australia

Forbes Recognizes Magnus Financial Group in its Ranking of Top RIA Firms 2024

PRAAMS Transforms Brokerage and Asset Management With Innovative Wealthtech Solutions

WGA Releases Banking Industry Outlook

BitFi's Assets Management Product Set to Public Launch, Offering Industry-Leading Returns

Proxymity Partners With Tumelo to Transform Shareholder Communications

Keystone Private Wealth Welcomes Financial Advisors Robert Valenzuela and Todd Luttmers to the Team

WealthTrust DBS Long Term Growth ETF to Change Listing Exchange to NYSE

WGA Releases Top US Bank Scores for Q3 2024

Falcon Investment Advisors Re-Establishes Itself as an Independent Firm

Americans Are 16.9% More Confident in Their Financial Plan With an Advisor, per ComparisonAdviser Study

Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2024 RIA Survey and Ranking

Proxymity and Deutsche Bank Extend Their Partnership With Singapore Market Deployment

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Fourth Consecutive Year

BCA Research Adds Macrobond to Enhance Speed and Depth of Analysis Capabilities

Alpine Macro Appoints Nick Giorgi as Chief Equity Strategist

UK Pension Pool, Border To Coast Pensions Partnership Implements DiligenceVault’s Digital Diligence Technology

The Cooperative LA Elevates Partner, Sean Jordan, to President as Part of Strategic Growth Initiative

WGA Releases Q2 2024 Bank Outlook

Parallel Advisors Announces Appointment of David Canter to Board of Directors

AELF Acquires 737-800 From Airborne Capital

OneMain Financial: Step-by-Step Guide to Buying an RV

Vista Point Financial Holdings, LLC Completes $333.98 Million Securitization Backed by Closed End Second Mortgages

Castle Hall Unveils DiligenceAI, a Revolutionary Mobile App for Due Diligence

WGA Top Bank Index Outperforms Industry Benchmarks

SnapTrade Partners with Delta

Beryl Capital Hires Michael Callahan as Managing Director, Head of Investor Relations

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Awards 2024 Recognition

Hard Asset Management Launches 'The Hard Asset Money Show' on YouTube

WGA Releases New Housing Finance Outlook

Hard Asset Money Show With Christian Briggs Explores CBDCs and Privacy Concerns With Congressman Mark Green

Onramp MENA: Bitcoin Asset Management in the MENA Region

BHG Financial Invites Banks to Enter its Community Banking Month $5,000 Charity Giveaway

Storage Caves, a Luxury Condo Garage Storage Developer, to Build 196 Luxury Garages in Buford, Georgia, Adjacent to Lake Lanier

Locusview Announces UDC as its Certified Implementation Partner

Succession Resource Group Research Finds 2024 Advisor Valuations Rebound to All-Time Highs

Magnus Financial Group Announces William 'Billy' Bowden Has Joined the Firm as a Senior Vice President

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year

BHG Financial Completes First Consumer-Only ABS Transaction, Closes Over $273M in ABS Notes

Proxymity Vote Connect Rolled Out by HSBC in Australia

Bosun Asset Management, LLC Launches Its U.S. Small-Cap Growth Strategy and Welcomes Andrew Cupps and His Team With Their 23-Year Track Record

2-10 Home Buyers Warranty Empowers Homeowners With New vipHomeLink Collaboration

Majority of Clients are Open to Remote Financial Advice in 2024, per ComparisonAdviser Study

Swan Global Investments Partners With O’Shares Investments to Launch the Swan Enhanced Dividend Income ETF (SCLZ)

Whalen Global Advisors Releases New Bank Indices

Locusview Deploys Electric Digital Construction Management Solution for Multi-State Tier 1 Electric Utility

Swan Global Investments Partners with O’Shares Investments to Launch Innovative Approach to Income Generation

The Milwaukee Company Launches Two Tactical Asset Allocation ETFs

Aisot Technologies Unveils AI Insights Platform for Equities

Acumain and Calfus Announce Strategic Partnership

BNY Mellon Migrates Its Proxy Voting Service Onto Proxymity for Clients Investing in the UK

Forest Investment Associates Announces New President, Executive Changes