Advisers Worry More About Off-Channel Communications Than Marketing
July 16, 20246 min
Marketing and artificial intelligence (AI) follow closely behind
BlackRock to Acquire Preqin
July 1, 20247 min
BlackRock, Inc. has agreed to acquire Preqin, a leading independent provider of private markets data for ÂŁ2.55 billion or approximately $3.2 billion in cash. Bringing together Preqinâs data and research tools with Aladdinâs complementary workflow capabilities in a unified platform will create a preeminent private markets technology and data provider. The acquisition adds a highly complementary data business to BlackRockâs investment technology, marking a strategic expansion into the fast-growing private markets data segment. Private markets...
Destiny Wealth Partners named âRIA Team of the Yearâ
June 28, 20244 min
Inaugural Award Recognizes Exceptionalism in Wealth and Investment Management
NepsisÂź Strengthens Tax Division with Strategic Hires
June 19, 20246 min
Industry veterans will contribute to the growth of NepsisÂź Tax Solutions and help the firmâs high-net-worth clients overcome complex tax challenges
FrontStream Holdings, known for its market leadership in payment solutions and charitable giving, is proud to announce the promotion of Matt Murphy to the position of Chief Executive Officer (CEO). He succeeds Paul Plaia, who will continue to support the organization as a senior advisor. Matt joined FrontStream in 2021 as Chief Financial Officer (CFO). “Having worked side-by-side with our team over the last three years, I’m humbled by what we’ve accomplished so far and excited to continue...
DACFP Supports SEC Approval of Spot Ethereum ETFs
May 27, 20245 min
DACFP's Ric Edelman: "Bitcoin and Ethereum are the Coke and Pepsi of crypto. These ETFs are a Landmark Moment for Investors."
Agora Secures $34M Series B Funding
May 17, 20246 min
Agora, a leading innovator in real estate investment management solutions, announced the successful completion of its $34 million Series B funding round, led by Israel-based growth fund Qumra Capital, along with Insight Partners and Aleph. The investment will enable Agora to accelerate its expansion efforts and further enhance its innovative product offerings. “We are thrilled to secure this significant investment, which is a testament to the strength of our platform and the promise it holds for reinvigorating...
Park Avenue Securities launches new Private Client Group
May 16, 20244 min
New Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth management experience.
Expands presence in Pacific Northwest and increases planner network; broadens firmâs financial planning capabilities
Dechert LLP announced today the addition of Neel Maitra as a partner in its financial services practice group, bolstering the firm’s capabilities in fintech, cryptocurrency, broker-dealer and securities regulatory compliance. Mr. Maitra will join the firm’s Washington D.C. office. “The arrival of Neel is testament to the growth and innovation of our financial services practice and the firm at large,” said Dave Forti, co-chair of Dechert. “Providing the full spectrum of services for asset managers and financial institutions is...