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Asset Management
Press Release
Sep 9, 2019
Impact Labs Introduces Vegan-Themed Index-Tracking Portfolio Simulator: Vegemize.com
Redefining green investing: a new investment experience.
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Press Release
Sep 4, 2019
Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities
The Seychelles exchange's collaboration with Jumpstart and Prime Trust enables U.S. accredited investors to participate in the upcoming MERJ offering
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Press Release
Aug 15, 2019
Discovery Data Creates Innovative New Advisor Performance Tracker
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Press Release
Aug 15, 2019
Discovery Data Releases Growth Factors Time Series
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Press Release
Aug 14, 2019
Shepherd Kaplan Krochuk Promotes Stephen M. Brackett to President and Co-Head of Alternative Investments
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Press Release
Aug 8, 2019
HonTe Advisors Adds Director to Investment Team
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Press Release
Aug 7, 2019
Discovery Data Launches Retirement Plans Product
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Press Release
Jul 24, 2019
Discovery Data Updates Retail RIA Channel 10 Year View Report
Clear evidence of a major shift in advisor marketplace.
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Press Release
Jun 11, 2019
Centurion Wealth Management Named a Top Wealth Management Firm in D.C., Maryland, and Virginia (Tri-State) Area
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Press Release
Jun 10, 2019
Highmore Launches $200 Million Real Estate Opportunity Zone Fund
Highmore, a leading global alternative asset manager, launched a real estate Opportunity Zone Fund in the first quarter of 2019 with a targeted capacity of $200 million.
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Press Release
Jun 4, 2019
RIA Reps within Discovery Data Surpass 400,000
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Press Release
Jun 4, 2019
New Film, Bit X Bit: In Bitcoin We Trust Gives Insider's View Into the Futuristic World of Bitcoin and Its Secrets
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Press Release
Apr 23, 2019
55ip Partners With Shareholders Service Group (SSG) to Deliver Intelligent Automated Investment Management to RIAs
Partnership illustrates growing advisor demand for more efficient investment management solutions.
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Press Release
Mar 26, 2019
Community Breaks Ground on Utah's First Opportunity Zone Investment
Named Paperbox Lofts, the mixed-use development, will include 195 apartment units, retail and restaurant space, and a park for public use.
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Press Release
Feb 27, 2019
Rosenthal Wealth Management Says Routine Annual First-Quarter Financial Reviews Often Make Horrific Beneficiary Assumptions
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Press Release
Feb 20, 2019
Discovery Data Updates Its Long-Term Rep Movement Study, 2009-2018
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Press Release
Feb 19, 2019
Rosenthal Wealth Management Group Urges Home Sellers to Start Planning Now for Top Dollar Spring Sales
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Press Release
Feb 14, 2019
Block Asset Management Launches Blockchain Multi-Strategy Certificate
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Press Release
Feb 6, 2019
55ip's Investment Strategy Engine Now Available on CircleBlack's Advisor Hub
Integration allows CircleBlack advisors to leverage 55ip's intelligent automation freeing time to build client relationships.
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Press Release
Jan 30, 2019
myCIO Promotes Adrian Verueco to Partner
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Press Release
Dec 31, 2018
Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner
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Press Release
Dec 27, 2018
Rosenthal Wealth Management Group Lists Top Five New Year's Resolutions to Shape Up People's Financial Fitness
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Press Release
Dec 24, 2018
TradeWinds Financials Partners With Foster Estate Planning to Launch Cryptocurrency Investment Fund
Investors will have the opportunity to gain exposure to cryptocurrencies while benefiting from the stability of asset-backed security.
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Press Release
Dec 20, 2018
Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
Optima Asset Management Advisor Completes Extensive Requirements
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Press Release
Nov 27, 2018
causaLens Appoints Hedge Fund Veteran and Data Leaders to Advisory Board
Appointments include former Head of Trading at Bridgewater Associates, CEO of Morningstar EMEA and Moody's Director
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Press Release
Nov 14, 2018
Swiss Crypto Asset Manager Set to Launch First Ever Fully-Regulated Tokenized Fund
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Press Release
Nov 1, 2018
SwissOne Capital: Perhaps the Only Sensible Approach to Crypto
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Press Release
Oct 22, 2018
SwissOne Capital Adds Steffen Bassler as Head of Business Development
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Press Release
Oct 10, 2018
Veteran Crypto Fund Manager Joins SwissOne Capital
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Press Release
Oct 2, 2018
Meet the Minds Behind Institutional Grade Crypto
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Press Release
Sep 14, 2018
iCapital® Network Recognized for Technology at 2018 WealthManagement.com Industry Awards
iCapital named top Alternative Investment Platform by panel of distinguished judges
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Press Release
Sep 12, 2018
PEG Companies Announces Acquisition of Eight Hotels Across United States
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Press Release
Sep 6, 2018
Grasshopper Announces USD $80 Million Investment in Japan Iizuka Solar Power Project
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Press Release
Aug 27, 2018
AmaZix and Iconiq Holding Partner to Advocate for Blockchain and Digital Asset Class
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Press Release
Aug 8, 2018
Whittier Trust Promotes Caleb Silsby to Chief Portfolio Manager
Longtime Senior Portfolio Manager Takes on Increased Role as Assets Under Advisement top $12.6 Billion
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Press Release
Aug 2, 2018
Biblically Responsible Inspire Global Hope ETF - NYSE: BLES - Beats Benchmark in Debut Year Performance
The Inspire Global Hope ETF from biblically responsible investing (BRI) asset manager Inspire Investing outperformed benchmarks in debut year of performance
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Press Release
Jul 23, 2018
Pendo Systems Announce the Hire of Michael Perentin to Build a World-Class Services Team and Their Nomination for the Fintech Power 50
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Press Release
Jul 17, 2018
Mariner Investment Group Closes $511 Million Collateralized Loan Obligation
Third CLO Closed in Last 10 Months
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Press Release
Jun 29, 2018
CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort
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Press Release
Jun 13, 2018
NaviCom International Investment Utilizes FinTech to Provide Entry Level Access to Alternative Platform
Enhancing private investor investment experience as investor preferences demand an alternative approach to portfolio management.
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Press Release
Jun 11, 2018
Copper Basin Capital Launches MSCI All Country Asia Index Fund
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Press Release
May 24, 2018
Dealpath Announces Opens Platform API to Further Expand Solutions for Real Estate Investment Teams
The Third Party API is designed for interoperability with other leading software systems
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Press Release
May 22, 2018
GuidedChoice and dailyVest Team Up to Provide Enhanced Retirement Reporting Platform for Greater Plan Success
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Press Release
May 17, 2018
Fell Announces Corporate Name Change to Scribcor Global Lease Administration
Firm's re-branded name to reflect broader global capability and commitment to clients as well as a focus on growth
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Press Release
May 10, 2018
Energy Executive Lord Browne Joins Advisory Board of VC Blue Bear Capital
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Press Release
May 8, 2018
RedBlack and Silver Announce Strategic Alliance
Relationship enables RIAs to improve workflows and enhance cash management capabilities.
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Press Release
May 8, 2018
Dealpath Integrates With iLevel and Surpasses $500 Billion in Real Estate Volume
Deal Management Platform Integrates With iLevel for Portfolio Monitoring and Surpasses $500 Billion in Real Estate Transaction Volume
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Press Release
May 2, 2018
New York's First Foreign Trade Zone for Fine Art Opens in Harlem
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Press Release
Mar 21, 2018
Swiss Global Group to Go Worldwide
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Press Release
Mar 12, 2018
Discovery Data and Harborside Group Partner to Provide Comprehensive and Customized Sales and Marketing Solutions for Asset Managers
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Press Release
Feb 27, 2018
Vizzia Technologies Named a TAG 2018 Top 40 Innovative Technology Company
Healthcare IT Provider Recognized for Innovation by the Technology Association of Georgia
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Press Release
Feb 20, 2018
State of Florida Partners With GuidedChoice
GuidedChoice Has Been Selected to Provide Asset Guidance to 650,000 Florida Retirement System (FRS) Members
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Press Release
Feb 20, 2018
Biblically Responsible Inspire 100 Index Outperforms S&P 500 During Market Selloff
Biblically responsible Inspire 100 Index outperformed and proved less volatile than secular benchmark S&P 500 Index during some of the worst one-day stock drops since 2008.
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Press Release
Feb 12, 2018
Hannelore Graf Joins VAR Capital as Vice Chairman and Member of Advisory Board
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Press Release
Feb 8, 2018
Inspire Investing Named as Finalist for ETF.com Industry Awards
Biblically responsible investing firm Inspire Investing has been named as a finalist in two categories in the 2017 ETF.com awards
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Press Release
Feb 7, 2018
Industry Peers Recognize VAR Capital as the Best Asset Manager and Family Office in the UK
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Press Release
Feb 6, 2018
Silver Fee Clarity Takes the Guesswork Out of Asset-Based Investment Management and Advisory Fees
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Press Release
Jan 30, 2018
Diligence's Digital Dash! — DiligenceVault Partners With Leading Industry Associations AIMA, AITEC, ILPA, UNPRI
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Press Release
Jan 25, 2018
The Revolution of Rehabs
United Field Services, Inc takes on "zombie" properties.
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Press Release
Jan 15, 2018
Launch of Latitude Consultancy Limited
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