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Asset Management
Press Release
May 1, 2024
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Awards 2024 Recognition
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Press Release
Apr 23, 2024
Hard Asset Management Launches 'The Hard Asset Money Show' on YouTube
From Podcast to Video: Christian Briggs Brings Expert Commentary and Financial Insights to a New Platform
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Press Release
Apr 22, 2024
WGA Releases New Housing Finance Outlook
Commercial Real Estate Deflates, Residential Slowing
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Press Release
Apr 18, 2024
Hard Asset Money Show With Christian Briggs Explores CBDCs and Privacy Concerns With Congressman Mark Green
New Video Podcast Episode Discusses the Implications of Central Bank Digital Currencies in the U.S.
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Press Release
Apr 17, 2024
Onramp MENA: Bitcoin Asset Management in the MENA Region
Expanding Horizons with Onramp MENA
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Press Release
Apr 9, 2024
BHG Financial Invites Banks to Enter its Community Banking Month $5,000 Charity Giveaway
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Press Release
Apr 5, 2024
Storage Caves, a Luxury Condo Garage Storage Developer, to Build 196 Luxury Garages in Buford, Georgia, Adjacent to Lake Lanier
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Press Release
Apr 4, 2024
Locusview Announces UDC as its Certified Implementation Partner
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Press Release
Apr 2, 2024
Succession Resource Group Research Finds 2024 Advisor Valuations Rebound to All-Time Highs
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Press Release
Apr 1, 2024
Magnus Financial Group Announces William 'Billy' Bowden Has Joined the Firm as a Senior Vice President
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Press Release
Mar 27, 2024
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year
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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.
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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
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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.
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Press Release
Mar 20, 2024
2-10 Home Buyers Warranty Empowers Homeowners With New vipHomeLink Collaboration
2-10 HBW Offers Members Free Access to Leading Digital Home-Care Platform
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Press Release
Mar 4, 2024
Majority of Clients are Open to Remote Financial Advice in 2024, per ComparisonAdviser Study
Over 50% of Americans in Varying Age Groups Say They are Open to Working With a Remote Financial Advisor in Recent Survey
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Press Release
Feb 27, 2024
Swan Global Investments Partners With O’Shares Investments to Launch the Swan Enhanced Dividend Income ETF (SCLZ)
For Investors Actively Seeking More - A distinct active approach seeking sustainable income and capital appreciation.
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Press Release
Feb 26, 2024
Whalen Global Advisors Releases New Bank Indices
Indices Focus on Top Performing Banks
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Press Release
Feb 22, 2024
Locusview Deploys Electric Digital Construction Management Solution for Multi-State Tier 1 Electric Utility
Locusview provides a seamless digital workflow for construction jobs from planning to construction to closeout.
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Press Release
Jan 30, 2024
Swan Global Investments Partners with O’Shares Investments to Launch Innovative Approach to Income Generation
Seeking income and capital appreciation regardless of Fed policy
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Press Release
Jan 22, 2024
The Milwaukee Company Launches Two Tactical Asset Allocation ETFs
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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
Dec 20, 2023
Acumain and Calfus Announce Strategic Partnership
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Press Release
Dec 14, 2023
BNY Mellon Migrates Its Proxy Voting Service Onto Proxymity for Clients Investing in the UK
Delivers access to transparent and real-time digital communications through Proxymity Vote Connect Total
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Press Release
Dec 13, 2023
Forest Investment Associates Announces New President, Executive Changes
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Press Release
Dec 11, 2023
Sterling Organization Acquires Bristow, VA (Washington, D.C., MSA), Grocery-Anchored Center for $31.4 Million
Braemar Village Center is the 74th property currently owned by Sterling Organization, via managed subsidiaries, in markets throughout the U.S.
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Press Release
Nov 21, 2023
Ludicrous Returns LLC Develops New Technical Analysis Method for Investing in Stocks or S&P500 Index
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Press Release
Nov 15, 2023
Hamilton Capital Welcomes Senior Advisor in Addition to New, Expanded Florida Office Location
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Press Release
Nov 14, 2023
Unison CEO Thomas Sponholtz Announced as One of Inman’s '2023 Best of Proptech'
As Inman expands its awards program recognizing the achievements of trailblazers throughout the real estate community, Sponholtz is selected as a winner in “Alternative Finance.”
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Press Release
Nov 10, 2023
Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance
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Press Release
Nov 8, 2023
Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2023
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Press Release
Oct 17, 2023
ImpactAlpha Raises $3.3 Million to Meet Growing Demand for News and Data for Sustainable and Impact Investing
Investors Recognize ImpactAlpha’s Purpose-Built Platform for Investors and Entrepreneurs Seeking Outperformance in Financial Returns and Positive Impact
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Press Release
Sep 14, 2023
Aspen Grove Appoints Mike McAuliffe as CEO
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Press Release
Sep 12, 2023
Current Interest Rate Environment Contributes to Distribution Increases for Two Flat Rock Global Funds
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Press Release
Sep 7, 2023
Cardano Digitises Asset Manager Due Diligence With DiligenceVault
Cardano adopts DiligenceVault for manager research, operational due diligence and ESG assessment because it is flexible, integrates with their existing systems and has the largest ecosystem of asset managers & GPs.
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Press Release
Aug 11, 2023
South Africa Issuers and Investors Gain Access to End-to-End Digital Investor Communications in Market First
Proxymity, in partnership with Computershare and Citi, now provides the South African market with the unprecedented ability to leverage golden source data, delivering investor communications in real-time and error-free, throughout the entire chain of ownership.
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Press Release
Aug 1, 2023
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking
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Press Release
Jul 18, 2023
Passiv Acquires Wealthly
The acquisition will accelerate the development of Passiv's SnapTrade product
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Press Release
Jul 17, 2023
LendKey and Thomas Ho Company Announce Strategic Partnership to Provide Industry-Leading Loan Trading Experience and Balance Sheet Optimization
Partnership equips financial institutions buying or selling loans with a robust analytics toolkit that optimizes transaction structures to achieve target outcomes via balance sheet simulations on LendKey's ALIRO loan trading platform.
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Press Release
Jul 12, 2023
Top-Growing Registered Investment Advisor Ensemble Capital Achieves B Corp Certification, Demonstrating Commitment to All Stakeholders
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Press Release
Jul 12, 2023
Sier Capital Partners Makes Growth Investment Into Nurses 24/7
Sier Capital Partners is excited to announce it is supporting the management team with a strategic investment in the company
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Press Release
Jun 8, 2023
Net Lease Capital Launches 1031 Exchange DST Solution on iCapital
Alternative investment network provides access to NLC's latest DST offering for investment advisors helping 1031 clients find replacement property.
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Press Release
May 31, 2023
Legacy Suite Offers Crypto Security Without Key Sharing
Digital asset management innovator's solution avoids new vulnerability noted in recent media reports
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Press Release
May 23, 2023
New Report Calls on Philanthropy to Use Its Catalytic Capital to Finance Foster Youth Housing, Prevent Homelessness
Analysis finds that every single grant dollar can unlock $9 of private investment from charitable foundation endowments and other sources.
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Press Release
May 18, 2023
Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has Joined the Firm as a Senior Investment Associate
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Press Release
May 15, 2023
Flat Rock Enhanced Income Fund Declares First Monthly Distributions
Flat Rock Global's Board of Trustees declared its first monthly distributions for the new Flat Rock Enhanced Income Fund (FRBBX)
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Press Release
Apr 26, 2023
Legacy Suite Adopts AI Development, Such as ChatGPT, for Digital Assets in Blockchain Industry
Recent advancements in AI are transforming blockchain technology in various industries with the enhancement of security and efficiency.
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Press Release
Apr 20, 2023
Legacy Suite Says Biden Executive Order on Crypto Could Provide Blueprint for Industry's Growth
President of digital asset management solution developer sees potential for policies to spur greater consumer and business adoption of cryptocurrencies and government investment in infrastructure.
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Press Release
Apr 17, 2023
Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition
Read More
Press Release
Mar 29, 2023
Legacy Suite Recommends Wallet Protection Against 'Address Poisoning' Hack
Developer of password manager and crypto wallet solutions offers tips on how to keep wallets protected from new cyberattack.
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Press Release
Mar 28, 2023
Proxymity and State Street Launch Digital Proxy Voting Service in UK & Ireland
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Press Release
Mar 22, 2023
SimCorp Accelerates Customer Adoption of Industry Leading Asset Management SaaS Platform Leveraging Silk
Ensures reliable and performant customer experience so 300+ of the world's largest financial institutions can harness their data for strategic advantage
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Press Release
Mar 22, 2023
Amidst Banking Failures, Legacy Suite's Latest Technology Offers Secure Digital Asset Management
Crypto demand is surging after the collapse of Silicon Valley Bank and Signature Bank.
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Press Release
Mar 16, 2023
WaterEquity Selected as 2023 IA 50 Impact Investment Fund Manager
IA 50 recognizes asset manager WaterEquity for the fifth consecutive year as one of 50 leading impact investment managers
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Press Release
Mar 13, 2023
Flat Rock Core Income Fund Announces Distribution Increase
Flat Rock Global's Board of Directors Approves Increase in Monthly Distribution
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Press Release
Mar 3, 2023
Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers
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Press Release
Feb 2, 2023
Chris Elsmark Joins Coherra Fintech ApS Advisory Board
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Press Release
Jan 19, 2023
Leading South African Wealth Manager Digitizes Asset Manager Due Diligence and Monitoring With DiligenceVault
STANLIB Multi-Manager and INN8 Invest, the discretionary fund manager and the manager research capability of the Standard Bank Group, looks to DiligenceVault to digitize their manager research, monitoring, and risk management processes.
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Press Release
Jan 13, 2023
Notice of Intent to Close APEX HealthCare ETF
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Press Release
Jan 12, 2023
Dream Holdings Hedge Fund Announces Big Year in 2022
Win Streak in the Markets Continues Thanks to the Quitto Index
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