Asset Management | Media Room

Press Release Dec 23, 2022

Monticello Associates Announces Three New Partners

Press Release Nov 10, 2022

Brean Capital Engages Municipal Bond Team

Press Release Sep 20, 2022

Outfitter Energy Capital Closes New Fund

Press Release Sep 8, 2022

DiligenceVault Releases the Findings of Its 2022 Asset Manager Survey: RFPs and DDQs - a Gateway to Success

Whitepaper explores the asset manager point of view on the due diligence process - the nature, volume and trend of RFP/DDQs received from investors, how firms are digitizing investor relations function, and what are their technology preferences. Read More

Press Release Jul 25, 2022

Alternative Digital Platform LUCA Closed Angel Round, Reaching the Total Capital of $1.8 Million

LUCA Japan aims for "Bridging the Gap in Alternative investment" and operates digital platform "LUCA". LUCA provides digital access to alternative investments, including but not limited to private equity, real estate, hedge funds, and private credit. It is committed to providing world-class investment opportunities with simple and efficient solutions for broader investors in Japan and beyond Read More

Press Release Jul 19, 2022

100 Global Asset Managers Adopt DiligenceExchange to Deliver Consistent, Verified Due Diligence, Representing $10 Trillion in Assets Under Transparency

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 Read More

Press Release Apr 26, 2022

Castle Hall Appoints Matthias Knab, Founder of Opalesque, as Senior Advisor

Press Release Apr 20, 2022

Castle Hall Launches DiligenceExchange and Introduces DiligenceExchange Benchmarks, Powered by the Industry's Largest Due Diligence Database

Press Release Feb 15, 2022

HSBC Goes Live With Proxymity Shareholder Disclosure Solution

Proxymity Shareholder ID solution launched to HSBC clients in the UK and Europe Read More

Press Release Feb 9, 2022

Broad Arrow Group Launches Full-Service Collector Car Financing Division Led by Industry Veterans Karsten Le Blanc and Kenneth Ahn

Broad Arrow Capital, a dedicated financing business and wholly-owned subsidiary of Broad Arrow Group, joins Collectors Garage in representing two of Broad Arrow Group's newly launched businesses focused on serving car collectors globally Read More

Press Release Jan 20, 2022

Thane Stenner Honored By The Top 100 Magazine

Senior Portfolio Manager and Senior Investment Advisor, Thane Stenner, was recognized in The Top 100 Magazine's Top 100 People in Finance and featured on the publication's premier A List. Read More

Press Release Nov 22, 2021

Methane Emissions Data Now Available on Bloomberg Enterprise Access Point

The first real-world methane emissions ratings of energy producers using satellite remote sensing Read More

Press Release Nov 10, 2021

Italian Hypercar Company Mazzanti Automobili Raises Funds Through Digitization on REALTiZE

Press Release Oct 11, 2021

RisCo Assigns Rating AA+ for Rochester Reinsurance PLC

Press Release Sep 29, 2021

AdvisorVault Adds Office 365 to Its Consolidated 17a-4 D3P Service

AdvisorVault is now a certified Microsoft partner able to host Microsoft 365 apps for its customers and give them a Compliant WorkSpace in the cloud Read More

Press Release Sep 20, 2021

Centurion Wealth Management Partners Named Northern Virginia Magazine's Top Financial Professionals for 2021

This marks the fifth consecutive year that all three partners of Centurion Wealth have received this industry recognition. Read More

Press Release Sep 14, 2021

Lowest Mileage Hemi Cuda Sells on Sonicbidder.com Ahead of Muscle Car Auction September 22, 2021

Press Release Sep 9, 2021

Ethereum-Based Linkflow Finance Soon to Launch IDO Platform

Linkflow Finance, a platform that focuses on creating a new paradigm for digital asset management, has announced its plan for an Initial Dex Offering Launchpad called LINKPAD. Read More

Press Release Sep 1, 2021

Coherra Continue to Add Strength to the Organization and Cap Table With the Appointment of Thomas Ebeling as a New Member of the Advisory Board

Press Release Aug 9, 2021

Asset Management Benchmark Report: Digital Innovation and Change in Distribution Enablement

New research on how changing market dynamics are accelerating the evolution of sales, marketing, and distribution effectiveness. Read More

Press Release Aug 3, 2021

Coherra Strengthens Its DACH Leadership Team With Tier One Advisory Board Member

Press Release Aug 3, 2021

Thane Stenner Invited to Be Featured in the 2021 Top 100 People in Finance Magazine

Press Release Jul 20, 2021

DiligenceVault and Frontier Advisors Partner on Digital Due Diligence and Data Centralization

Leading Australian asset consultant selects DiligenceVault's platform to make manager diligence digital and data-driven decisions Read More

Press Release Jun 24, 2021

Jobs Are on the Rise & Trust Point Inc. is Seeking Financial Professionals Specializing in Trust Administration & Investment Management

Press Release Jun 8, 2021

Mercer FundWatch™ Teams Up With Leading Due Diligence Platform DiligenceVault

DiligenceVault offers Mercer's FundWatch Ratings and research through its platform to empower investors in their investment decision making process Read More

Press Release Jun 8, 2021

Ellavoz Impact Capital Announces David Kaye to Their Advisory Board

Press Release May 26, 2021

Liberty One Investment Management Reaches $1 Billion Milestone

Press Release May 26, 2021

Southeastern Trust Company Expands Nashville Office With Addition of Trust Officer

Christopher Haigler to advise high-net-worth clientele on trust and estate matters for private wealth management firm Read More

Press Release May 11, 2021

Orthogonal Adds Leading Academics on SPACs and Corporate Governance From Harvard and Stanford as Advisors

Professors Michael Klausner of Stanford and Guhan Subramanian of Harvard join advisory board of the Orthogonal SPAC Advantage Fund. Read More

Press Release May 6, 2021

Proxymity and SLIB Partner to Deliver First Overseas Connection to Votaccess

Press Release May 3, 2021

Zoe Financial Announces Its Collaboration with Vista Wealth Management

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management. Read More

Press Release Apr 26, 2021

Proxymity Delivers Digital Proxy Services in Ten Markets With Citi

Press Release Apr 16, 2021

Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million

Orthogonal is targeting a $100 million first raise to invest in pre-merger SPACs and other SPAC-related opportunities. Trading began on April 6, 2021. Read More

Press Release Apr 2, 2021

Barron's Again Names Jeffrey Germain as One of Its Top 1,200 Financial Advisors in America in 2021

Jeff Germain is One of a Select Group of Financial Advisors Who was Recognized by Both Barrons and Forbes in 2021 Read More

Press Release Mar 30, 2021

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

Both women began their careers as interns. At just 35, talent and tenacity have helped Milner and Townsend reach the top. Read More

Press Release Mar 26, 2021

Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021

Jeff Germain Is Honored to Have Been Named a Top Financial Advisor in 2021 by Both Forbes and Barrons Read More

Press Release Mar 25, 2021

Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021

Jeff Germain Is Honored to Have Been Named a Top Financial Advisor in 2021 by Both Forbes and Barrons Read More

Press Release Mar 25, 2021

risQ and Level 11 Analytics Launch Climate and ESG Analytics for Mortgage-Backed Securities

Press Release Mar 25, 2021

Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work firm Read More

Press Release Mar 18, 2021

Augusta Precious Metals Receives '#1 Best Gold Company' Honor From IRAGoldAdvisor.com

Press Release Mar 16, 2021

Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP

With the rebrand, the company plans to expand and provide a better future for companies through technology. Read More

Press Release Mar 4, 2021

JR Dallas Wealth Management Enters Into Significant Joint Venture Agreement With Pacifica Hospital of the Valley and Southwest Healthcare

Private Equity Fund Manager Signs on to Assist Hospital System During Covid-19 Crisis Read More

Press Release Feb 18, 2021

Michael S. Schwartz, CFP®, AEP® Makes Forbes' 2021 Best-in-State Wealth Advisors List

Press Release Feb 16, 2021

Centurion Wealth's Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List

Making waves within Financial Services Industry, Centurion plans for continued growth in 2021. Read More

Press Release Feb 16, 2021

CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026

Press Release Feb 5, 2021

Frank Barbera Joins Financial Sense® Wealth Management

The San Diego-based wealth management firm with approximately $600M under management welcomes Frank Barbera, Senior Portfolio Manager, to its growing investment management team. Read More

Press Release Feb 1, 2021

Rosemont Sells Minority Equity Interest in Boston Common Asset Management

Press Release Feb 1, 2021

EdgeLine Capital Partners Congratulates CapRock Partners on the Final Closing of Its Oversubscribed Debut Institutional Fund

Press Release Jan 29, 2021

SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group

Press Release Jan 22, 2021

Frantz Widmaier Appointed CEO of Bill Good Marketing

The Leader in Practice Management for Financial Advisors Read More

Press Release Jan 19, 2021

2020 Marks Another Successful Year for InterPro with New Products, Patent Award, Industry Accolades, New Hires and New Maximo Mobile Clients

Leading Maximo mobile provider exceeds revenue targets, earns Net Promoter Score that puts it in the top one percent of all software companies Read More

Press Release Jan 12, 2021

International Association of Women Recognizes Ebonie Nolan as a 2021-2022 Influencer

Ebonie Nolan, Life Insurance Agent & Financial Consultant at Variety Insurance Protection, joins networking organization Read More

Press Release Jan 6, 2021

Centurion Wealth Management Named a Top Wealth Management Firm by AdvisoryHQ

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. Read More

Press Release Dec 15, 2020

FundApps Wins Regulation Asia Award for Excellence

Press Release Dec 8, 2020

PixelPlex Presents an Updated Webpage About Its STO Platform

Press Release Dec 1, 2020

Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

Press Release Nov 25, 2020

NYC-Based MSP Tekscape Swings Into Florida Tech Market: Lands Big Kahuna Sponsorship With (Big Brothers Big Sisters of the Sun Coast) Annual Charity Golf Outing

Press Release Oct 28, 2020

Altvia Sets All-Time Quarterly Sales Record Driven by Best-in-Class Capital Markets Software, Forecasting 100% Increase in Q4

Altvia growth proves need for strong investor communications and uncovering strategic insights to fuel decision-making across private capital markets firms Read More