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Press Release
Jan 6, 2025
TFG Financial Advisors LLC Welcomes Thomas Quealy as CEO and Partner
Thomas Quealy has joined TFG Financial Advisors, LLC, as CEO and Partner, effective January 1, 2025
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Press Release
May 6, 2024
Omega Point is Available on Eze Marketplace
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Press Release
Apr 29, 2024
Here's How Many People Use a Financial Advisor to Manage Their Portfolio, per ComparisonAdviser Survey
Just 9% of American investors in a recent ComparisonAdviser study say they use a human financial advisor to manage their investments.
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Press Release
Feb 12, 2024
Context Analytics Launches Quantitative News Feed
Predictive News Sentiment for Quantitative Strategies and Alpha Generation
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Press Release
Jan 9, 2024
Aisot Technologies Unveils AI Insights Platform for Equities
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.
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Press Release
Sep 15, 2023
Omega Point Wins RiskTech Buyside50 Awards
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Press Release
Jun 27, 2023
OnePlan Recognized for the Fifth Year Running in Microsoft's Global Partner of the Year Awards for Project and Portfolio Management
In 2019, 2020, 2021, 2022, and now 2023 OnePlan was awarded the Global Microsoft Project and Portfolio Management Partner of the Year award and finalist for demonstrating breakthrough customer impact and solution innovation.
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Press Release
May 3, 2023
OnePlan Announces Sofia GPT, an AI-Powered Assistant That is Changing the Game for Strategic Portfolio and Work Management
OnePlan's AI-Enabled Strategic Portfolio and Work Management Platform
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Press Release
Mar 14, 2023
OnePlan Announces Expansion Into the United Kingdom
Global Strategic Portfolio Management software provider OnePlan is expanding into the UK with the launch of a new office
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Press Release
Nov 1, 2022
Michael Aldrich Joins Parallel Advisors as Chief Operating Officer
Aldrich joins as the firm continues to grow its service offering and expand its footprint nationally in the coming years.
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Press Release
Sep 1, 2022
Heather Katzenstein Joins Parallel Advisors
Katzenstein to build out Parallel's Trust Services offering.
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Press Release
Aug 29, 2022
Parallel Advisors Welcomes Teresa Milner
Milner brings extensive experience in helping clients gain and maintain financial security through life transitions.
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Press Release
Jul 21, 2022
Hard Press Forward: Parallel Advisors Hires Andrew Carrier as New Wealth Advisor, Advisor Solutions Director and Shareholder
Demonstrating a deep commitment to their partner and referral channel business, Carrier brings over 18 years of industry experience to put Parallel Advisors on offense.
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Press Release
May 4, 2022
Lia Whisler Joins Parallel Advisors
UC Berkeley Haas School of Business and Harvard University Alumna Has Joined Parallel Advisors as a Wealth Advisor
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Press Release
Apr 20, 2022
Kyle Caouette Joins Parallel Advisors
Nationally recognized financial advisor, Kyle Caouette, CFA®, CFP®, has joined Parallel Advisors as a Wealth Advisor/Shareholder
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Press Release
Jan 18, 2022
Banyan Wealth's Nick Sergio Achieves Membership in Raymond James Financial Services' 2022 Leaders Council
Honor marks the 11th year Sergio has been named to the prestigious group
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Press Release
Jan 17, 2022
As Inflation Roars Back to the Highest Levels in 40 Years, Red Rock Capital's Commodities Program Finishes +40.54% During 2021
During a year that saw the U.S. inflation rate spike to 6.8%, the highest reading since 1982, Red Rock Capital's Commodity Long-Short investment program shined for its investors producing +40.54% returns for the year, net of all fees.
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Press Release
Sep 29, 2021
Nick Sergio's Banyan Wealth Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
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Press Release
Jul 8, 2021
OnePlan Recognized as Winner of 2021 Microsoft Project & Portfolio Management Partner of the Year and a Finalist for Power Apps and Power Automate
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Press Release
Mar 11, 2021
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
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Press Release
Mar 4, 2021
First New York Announces Strategic Partnership With FundSeeder
Agreement democratizes financial market access through joint venture with Jack Schwager's Innovative Platform for traders and fund managers.
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Press Release
Dec 29, 2020
Orthogonal Asset Management Engaged by Calumet Capital to Enhance Analytics and Risk Management Platform for Law Firm Direct Lending
- Calumet's state-of-the-art underwriting and risk-management expertise will be enhanced by Orthogonal's support.
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Press Release
Dec 17, 2020
OneAscent Celebrates Expansion Into Georgia, Florida and Tennessee
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Press Release
Nov 6, 2020
Altvia Wins Buy-Side Technology Award for Best Customer Relationship Management (CRM) Platform
Altvia wins second award of 2020 for technology platform designed for Private Capital Markets
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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 15, 2020
Altvia Wins Silver Stevie® Fintech Award
Holistic Technology Platform Designed for Private Capital Markets Receives International Award
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Press Release
Jul 22, 2020
Danel Capital Partners With Crux Informatics to Broaden Delivery of Stock Selection Predictive Dataset
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Press Release
Jul 16, 2020
Oranj Named a Finalist for Model Marketplace Innovation
2020 "Wealthies" competition honors outstanding achievements in the financial services industry
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Press Release
May 12, 2020
ALPHABETA Expands Its Investing Education Platform to High School Students
Immersive investing education program offered free to high school students
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Press Release
Dec 10, 2019
Dynamic Investment Advisors Launches Mobile App: Stock Advisors - Invest Smarter
Professional Portfolio Management as an App
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Press Release
Jul 29, 2019
SQN Asset Income Fund V, L.P. Announces Rebrand to Arboretum Silverleaf Income Fund, L.P.
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Press Release
May 16, 2019
North Capital Introduces evisor Platform
Direct-to-Investor evisor.com is a Free, AI-Powered Financial Planning and Low-Cost Investment Management Program
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Press Release
May 14, 2019
55ip Launches Tax Managed Index Strategy Solution, Giving Advisors a New Differentiator
Advisors can now offer custom index strategies with the dual benefit of lower product fees and improved after-tax returns, implemented with intelligent automation.
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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
Feb 19, 2019
Dealpath and Lionpoint Group Form Strategic Partnership to Deliver Data Solutions for Real Estate Investment Managers
Delivering a purpose-built real estate technology solution with Dealpath's cloud platform and Lionpoint's systems integrations services
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Press Release
Feb 19, 2019
TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey
Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.
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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 10, 2019
SQN Investment Advisors, LLC Announces Rebrand to Arboretum Investment Advisors, LLC
Industry leading fund manager and SEC registered investment firm specializing in asset backed and equipment leasing funds changes name.
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Press Release
Nov 8, 2018
Dealpath Wins 'Top Technology' at the 2018 Global PropTech Awards
The independent awards committee at MIPIM PropTech NYC presented Dealpath with the award for best technology in real estate
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Press Release
Jul 6, 2018
ReSolve Announces It Has Acquired Acorn Global Investments
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Press Release
Jul 4, 2018
ReSolve Announces It Has Acquired Acorn Global Investments
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Press Release
Nov 1, 2017
ReSolve Asset Management Proposes Strategy to Challenge Warren Buffett's Favorite Index Over Next 10 Years
ReSolve combines global risk parity with long-short factor investing to maximize returns without relying on expensive stocks and bonds.
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Press Release
Aug 14, 2017
Brian D. Petras Joins McQueen Financial as a Financial Analyst
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Press Release
Jun 15, 2017
Free Portfolio Management Platform for Investors Launched by KoreConX
KoreConX launches a free Portfolio Management platform for individual investors investing in private companies. This is a first in the marketplace.
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Press Release
May 30, 2017
ReSolve Asset Management Expands CE Webinar Curriculum With 'Asset Allocation Thought Leaders' Series; Risk Parity on Deck
CE Series helps Advisors examine the most contentious debates of 2017: the risks in Risk Parity, and the value of valuations.
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Press Release
May 16, 2017
ImpactAdvisor Expands Algorithmic Social Impact Investment Offering for Mainstream Investors
ImpactAdvisor Now Integrates Factor-Tilt and Smart Beta in Wealth Management Offering
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Press Release
May 4, 2017
Impact Labs Expands Software Offering for High-Performance Wealth Management: Smart Beta and Factor-Tilt
A New and Unique Institutional Grade Social Impact Offering for Financial Advisors and Mainstream Investors
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Press Release
Mar 23, 2017
Dean Myerow and Sean Vesey Launch Las Olas Wealth Management of NatAlliance Securities
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Press Release
Mar 8, 2017
Everplans Professional and Orion Advisor Services Announce Integration to Enhance Advisors' Referral Networks
Everplans Professional named "Best New Financial Planning Integration for New Business and Retentions" at 2016 Orion FUSE Conference
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Press Release
Feb 28, 2017
ReSolve Asset Management and S&P Dow Jones Indices Debut Industry-Leading Risk Parity Index
New index empowers Advisors and Investors to track their performance against a maximally diversified global portfolio.
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Press Release
Feb 1, 2017
Provenir, Inc. Spins Off Signify Financial Solutions to Focus on Credit and Regulatory Business Applications
Signify Financial Solutions simplifies and reimagines credit, risk, portfolio, and regulatory management
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Press Release
Jan 24, 2017
Investors Warned to Reconsider Concentrated North American Stock Portfolios in 2017: ReSolve Asset Management
Rare confluence of political and monetary conditions implies exciting prospects for global tactical managers over next three to five years.
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Press Release
Jan 6, 2017
Pinnacle Investments Hires Brian Campbell to Establish "Broker's Broker"
Local investment professional joins New York-based investment advisor/broker dealer
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Press Release
Dec 27, 2016
Advisors: Take Charge of Your Continuing Education With ReSolve Asset Management's CE Approved Video Masterclass
ReSolve AM and AdvisorAnalyst.com have combined forces to offer a groundbreaking Masterclass, "A Revolution in Global Asset Allocation." Advisors get their first glimpse into the next generation of portfolio management.
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Press Release
Nov 22, 2016
Get Optimal Returns in All Market Conditions With Downside Protection: Announcing the ReSolve Online Advisor
ReSolve Online Advisor to offer investors revolutionary quantitative strategies that target optimal returns with downside risk management.
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Press Release
Oct 28, 2016
Financial Firm Establishes Boston Area Presence
Local investment professional joins New York-based investment advisor
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Press Release
Sep 8, 2016
Impact Labs Launches First-of-a-Kind Algorithmic Socially Responsible Portfolio-Generation Software
MIT Team makes it easy: investors can now swipe-right for equality, sustainability and dozens more causes and if, like one prominent New England Quarterback, you consider cola to be 'poison for kids', you have the option to swipe-left on Big Sugar. Impact Labs wants to empower advisory firms with an unprecedented level of portfolio customization.
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Press Release
Jan 19, 2016
RiskVal Delivers Direct Access to the Yield Book's Mortgage Analytics for a Complete Portfolio Solution
RiskVal Financial Solutions has enhanced its portfolio service for mortgage securities valuation by integrating The Yield Book's analytics into its flagship product, RVPortfolio.
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Press Release
Dec 1, 2015
Drapella Capital Management Report Shows Rise in Confidence Among the World's Major Institutional Investors
Ninety two percent of pension fund managers and other institutional investors believe they can realize target returns in five years, considerably higher than the fifty eight percent reported in 2014, according to the 2015 Drapella Capital Management Institutional Investor Report, which includes over 800 respondents in 23 countries.
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Press Release
Oct 2, 2015
"Project Journal" for the Project Management Industry Launches
A newly launched site, Project Journal is a site dedicated to project management professionals. Designed to help in all aspects of a project from portfolio management to commercial development and operations to finance, Project Journal fills a void in the industry where other online journals have made the process of submitting suitable content nearly impossible.
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