Search Results for: Investment Advisory

Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
by Fintech News Desk0
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
RFG Advisory Enters into Collaboration with CreoValo, the Industry's First Outsourced Investment Bank Referral Service
Banking News

RFG Advisory Enters into Collaboration with CreoValo, the Industry’s First Outsourced Investment Bank Referral Service

Fintech News Desk
by Fintech News Desk0
CreoValo’s proprietary database of 6,000 investment banks will help RFG advisors identify investment bankers who can best serve the needs of their clients. RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, has entered into a collaboration with CreoValo, the industry’s first outsourced investment bank referral service for......
Baird Launches Russell Investments’ Personalized Managed Accounts on Its Advisory Platform
Investment Services News

Baird Launches Russell Investments’ PMAs on Its Advisory Platform

Fintech News Desk
by Fintech News Desk0
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay The Baird SMA Network has added Russell Investments’ full suite of Personalized Managed Accounts (PMAs) to its advisory platform. This partnership will give Baird’s private wealth management advisors and their clients access to Russell Investments’ outcome-oriented PMAs, which......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
B. Riley Financial Announces Acquisition of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank
Banking Investment Services News

B. Riley Financial Announces Acquisition Of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank

Fintech News Desk
by Fintech News Desk0
Transaction marks a major step toward creating the premier middle market-focused investment banking platform B. Riley Financial, Inc., a diversified provider of business advisory and financial services, announced it has agreed to acquire FocalPoint Securities, LLC, a leading independent investment bank based in Los Angeles, for total consideration of up......
SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services
Banking Fintech News

SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services

Fintech News Desk
by Fintech News Desk0
SMC Entertainment, Inc. and its 100% wholly owned subsidiary Genesis Financial, Inc., a diversified financial services company with a focus on fintech-powered wealth management advisory services, are pleased to announce that they have retained Buckman, Buckman & Reid, Inc. (“BB&R”) to provide investment banking services, help in facilitating a capital......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
by Fintech News Desk0
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
Hello Pal Engages Maxim Group LLC for Potential NASDAQ Listing and Advisory and Investment Banking Services
Banking Investments News

Hello Pal Engages Maxim Group LLC for Potential NASDAQ Listing and Advisory and Investment Banking Services

Fintech News Desk
by Fintech News Desk0
Hello Pal International Inc., a provider of rapidly growing international live-streaming, language learning and social-crypto platform, is pleased to announce the engagement of Maxim Group LLC (“Maxim”) for general advisory and investment banking services in connection with a potential up-listing of Hello Pal’s common shares on the NASDAQ Capital Market......
Mesirow Investment Banking Enhances Debt Advisory Capabilities with Hire of New Managing Director
Banking Fintech Investments News

Mesirow Investment Banking Enhances Debt Advisory Capabilities with Hire of New Managing Director

Fintech News Desk
by Fintech News Desk0
– Firm hires Eugene Weissberger as Managing Director, responsible for launching debt advisory practice in Mesirow Investment Banking – Role builds upon Mesirow Investment Banking’s concerted efforts within the financial sponsor community Mesirow, an independent, employee-owned financial services firm, announced that Eugene Weissberger has joined Mesirow Investment Banking as a......
Gemxx Corporation Today Announces Retention of International Monetary as Its Investment Banking & Strategic Advisory Firm
Banking Investments News

Gemxx Corporation Today Announces Retention of International Monetary as Its Investment Banking & Strategic Advisory Firm

Fintech News Desk
by Fintech News Desk0
Leading cutting-edge Company supported by experienced Consultants to support GEMXX Corporation’s continued growth and long-term strategy GEMXX Corporation, a leader in the Ammolite Gems mine-to-market segment announced that it has engaged International Monetary (“IM”) as its investment banking & strategic advisory firm to provide capital resources, structure financing, provide proprietary......
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