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Asset Management
Press Release
Oct 11, 2020
DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore
Leading fund diligence FinTech platform opens Singapore office, hires SaaS leader Giulia Baiocchi, and Dion Ong.
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Press Release
Sep 24, 2020
Trust Company Innovates Wealth Advising Industry With Powerful Tech
AET has built a fully digital product for RIAs to manage their customers and automate time-consuming tasks
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Press Release
Sep 1, 2020
NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year
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Press Release
Jun 30, 2020
Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations
The Lehigh Valley asset & wealth management firm makes cash commitments to the NAACP Legal Defense Fund and the National Bailout Fund
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Press Release
Jun 23, 2020
Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center
INTEGRATING SAP® SUCCESSFACTORS® WITH SAP ENTERPRISE ASSET MANAGEMENT SOLUTIONS, LYRA ICP TRACKS LABOR CAPACITY TO MEET DEMAND
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Press Release
Jun 22, 2020
Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading
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Press Release
Jun 15, 2020
Rizing Hydrogen Mobile User Experience Achieves SAP Certification as Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®
Rizing's Hydrogen 1.0 Mobile User Experience achieves efficiencies and increased productivity for Asset Management
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Press Release
Jun 3, 2020
DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA
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Press Release
May 21, 2020
KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients
Adds to a rapidly growing number of municipal bond investors including climate risk in investment decisions
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Press Release
May 14, 2020
What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19
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Press Release
Mar 23, 2020
LM Funding Announces Business Combination Agreement With Hanfor and Concurrent $1.25 Million Private Placement of Common Stock
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Press Release
Mar 3, 2020
Rizing Wins SAP® Partner Excellence Strategic Industry Award
SAP Recognizes Rizing Enterprise Asset Management for Leadership in Energy and Natural Resources at Partner Kick-Off Meeting in Sydney
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Press Release
Jan 28, 2020
CION Ares Diversified Credit Fund Reaches Three-Year Milestone and Continues to Demonstrate Strong Performance
A successful track record along with increased demand for differentiated solutions has driven solid growth for the Fund across all channels. CION Ares Management believes this critical milestone positions the Fund for growth moving forward.
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Press Release
Jan 23, 2020
Kurtosys Raises Funding From Vistara Capital to Accelerate Global Growth
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Press Release
Jan 20, 2020
Kurtosys Releases the Real Growth Podcast With VP of Global Marketing Leeya Hendricks
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Press Release
Jan 15, 2020
Kurtosys Announces Global Rebrand and New Website
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Press Release
Dec 5, 2019
Arboretum Investment Advisors Closes $25 Million Senior Credit Facility With MidCap Financial
New relationship accelerates growth of Arboretum Investment Advisors as industry leader for private debt funds focused on equipment finance
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Press Release
Nov 26, 2019
Kurtosys Names Lee Godfrey as Advisor to Executive Team
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Press Release
Nov 21, 2019
Kirchner Assumes Management of Additional Fund
Firm continues to be industry leader in "portfolio optimization"
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Press Release
Oct 29, 2019
Kurtosys names Leeya Hendricks as VP of Global Marketing
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Press Release
Oct 28, 2019
Silver's Advisor Harmony Pilot Program to Provide Open Digital Wealth Platform for Shareholders Service Group (SSG)
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Press Release
Oct 22, 2019
Rizing, LLC Announces Brand Consolidation of SAP® Partners Vesta Partners, /N SPRO Consumer Industries, Synchrony Global and Rizing HCM
Rizing, LLC optimizes SAP customer engagement with business transformation to the Intelligent Enterprise and Human Experience Management under a unified brand - Rizing.
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Press Release
Oct 17, 2019
Main Management Hires Darol Ryan to Expand Investment Management Offering
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Press Release
Oct 10, 2019
Impact Labs Introduces IMPACT FULL STACK ('IMPACTx'): An Integrated ESG/Sustainable Investing and Reporting Solution — Responsible Investing, Redefined℠
The tech-enabled responsible investing offering is designed for investment professionals ready to graduate beyond traditional investing and incorporate impact, sustainability and values- or mission-aligned goals
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Press Release
Sep 26, 2019
MSR Indices Unveils Institutional Platform for Index Implementation
Provides investment programs to track MSR Investable Indices. Centralized portfolio management provided by global risk manager Milliman.
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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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