Veteran Executive Joanna Irwin Joins Homrich Berg as New CMO
September 10, 20245 min
Former Randstad Global CMO and Invesco North America CMO will leverage 22 years of experience to drive advanced marketing strategies for the $17B Atlanta-based RIA
TradingBlock Appoints Michael Martin as VP of Market Strategy
September 10, 20243 min
Martin brings nearly two decades of financial services experience to the new role
US Capital Global appoints Giovanni J. Ford as VP at Europe headquarters
September 9, 20245 min
Leading global private financial group for the middle market boosts its European footprint with appointment of new Vice President to lead regional expansion efforts.
Agora Launches New Report Builder and Waterfall Automation Tool
September 6, 20244 min
New tools empower real estate investors to free up resources and streamline efficiency.
Ant Group Unveils AI Financial Manager at INCLUSION Conference
September 6, 20244 min
Ant Group unveiled its AI financial manager, Maxiaocai, at the 2024 INCLUSION·Conference on the Bund in Shanghai. The AI personal financial manager can be accessed via the Alipay app and the Ant Fortune app. The launch of Maxiaocai follows the introduction of the companyâs AI life assistant, Zhixiaobao, and AI Healthcare Manager at the event, highlighting Ant Group’s latest progress in applying AI technology in consumer-facing use cases. Maxiaocai leverages Ant Groupâs self-developed foundation model...
Indus Valley Partners Acquires IntegriDATA
September 5, 20244 min
Indus Valley Partners (“IVP”), a premier global provider of software and technology solutions to the worldâs most sophisticated investment managers backed by PPC Enterprises (âPPCâ), a specialist middle-market private equity firm and minority investor in IVP, announced that it has agreed to acquire IntegriDATA, a leader in alternative investment software solutions. Terms of the acquisition were not otherwise disclosed. Founded in 2002 and headquartered in New York, IntegriDATA helps over 80+ alternative asset managers including...
Marshall & Stevens Acquires Sixth Valuation Firm, Acuity Advisors
September 5, 20245 min
Marshall & Stevens, Incorporated (“Marshall & Stevens”), a premier independent valuation advisory, litigation support, and investment banking firm, is pleased to announce the acquisition of Acuity Advisors (“Acuity”). Acuity is the sixth distinguished valuation and transaction advisory firm recently acquired by Marshall & Stevens. Acuity is headquartered in Orange County, California, home of the fifth largest economy in the world, and some of the most striking coastline to be found anywhere. Established in 1989, Acuity maintains the largest...
Sound Income Group Launches Sound Income Academy for Advisor Growth
September 4, 20244 min
Rebranded Unit Provides Customized Coaching & Growth Strategies
Mesirow announced the acquisition of Price Wealth Management
September 4, 20244 min
Mesirow, an independent, employee-owned financial services firm, announced the acquisition of Price Wealth Management, an established RIA firm based in Stuart, Florida. This transaction builds upon Mesirow’s significant existing footprint in the area, which also includes offices in Miami and Boca Raton. Price Wealth Management was represented by DeVoe & Company, a leading consulting firm and investment bank to RIAs. “This transaction aligns with our focus on serving a growing base of wealth management clients, advancing the firm’s...
ICE Launches New Suite of Indices for the Australian RMBS Market
September 3, 20245 min
Intercontinental Exchange, a leading global provider of technology and data, announced the launch of a suite of indices for the Australian residential mortgage-backed securities (RMBS) market. These indices, which are administered by ICE Data Indices, LLC, are accessible in ICEâs Custom Index Tool, which provides a variety of ways to prototype and back test strategies for multiple use cases, including research, benchmark construction, designing new financial products such as ETFs or enabling services such as...