BGL Welcomes Seth Rosenfield as a Managing Director within Services
September 2, 20244 min
Seth will co-lead the firm's new Technology & Information Services sector
TD Securities Appoints Carl Hayes as Head of European Cash Equities
August 30, 20244 min
TD Securities (TDS), a global corporate and investment bank offering integrated capital markets products and services, is pleased to announce the promotion of Carl Hayes, Managing Director, as the new Head of European Cash Equities. Based in London, Carl’s appointment supports TDS’ continued focus on extending its reach in European equity markets. Carl reports to Sharon Kim, Executive Managing Director and Region Head of Europe, TD Securities and Senior Vice President, TD Bank Group. Carl Hayes, Managing Director and...
Andersen Global Adds Investment Banking to Strengthen African Platform
August 30, 20244 min
Andersen Global continues to build on its multidisciplinary platform in Africa, adding investment banking and M&A capabilities to the region through a Collaboration Agreement with Boston Advisory Limited based in Nigeria. Boston Advisory Limited is an investment banking firm providing a broad range of investment banking services to a diverse group of corporates, public institutions and high net worth individuals. The firm’s primary focus areas include transaction services and capital raising, having worked on one...
VRGL Closes New Funding Round to Continue Rapid Growth
August 29, 20244 min
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the completion of a strategic fundraising round. The round was led by existing investors FINTOP Capital and MissionOG, with significant support from Northwestern Mutual, Flyover Capital, Fin Capital, and other key industry insiders and friends of the firm. With this financing, VRGL will continue to execute on its industry-leading Client Acquisition and Investment Proposal Management solution, expand product offerings, and support market growth. This additional...
Leading Fintech MoneyThumb Acquired by Iron Creek
August 29, 20244 min
Partnership to Accelerate Future Growth and Innovation of MoneyThumb's SaaS Document Evaluation Technology
DFA Veterans Launch Parkwoods Wealth Partners
August 27, 20245 min
New model combines advisor independence with enterprise-level support for DFA-centric firms
Taktile Appoints New Head of Industry Strategy, Banking & Fintech
August 26, 20244 min
Taktile, recently named category leader in Decision Management Platforms by G2, is proud to announce the appointment of Jason Mikula as Head of Industry Strategy for Banking and Fintech. Mikula, who is a well-known industry thought leader, publishing his Fintech Business Weekly newsletter, a frequent guest on popular podcasts, and a sought-after speaker and moderator at marquee industry events, will help the company further innovate its product, go-to-market, and communications strategy for the financial services industry. Mikula has...
YCharts Holdings Integrate with Broadridge’s Wealth Aggregation Platform
August 26, 20244 min
YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a leading provider of solutions-based tools for holistic communication and data aggregation. This collaboration elevates advisor practices by uniting tools designed to enhance investment decision-making and client experiences through comprehensive portfolio management capabilities. By integrating with Broadridge’s Wealth Aggregation platform, YCharts users can now leverage the combined power of both platforms, creating a fully integrated...
Avantax President Todd Mackay appointed as Cetera Solutions President
August 23, 20244 min
Andy Watts to lead Cetera's Tax Channel and the Avantax Community
UVest4U Launches Groundbreaking AI-Powered Investment Platform
August 22, 20245 min
UVest4U is excited to announce the launch of its cutting-edge AI-driven investment platform.