Search Results for: wealth manager

Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity
Finance News

Deal Box Platform Simplifies $867 Trillion Tokenization Opportunity

GlobeNewswire
by GlobeNewswire0
A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate by 2030. A 100-page report issued by the World Economic Forum estimates the tokenization market to be worth $867 trillion with an expected 80x growth rate......
J.P. Morgan Launches Private Markets Fund Expanding Investor Access to Private Equity Investment Opportunities
Investment Services News

J.P. Morgan Launches Private Markets Fund Expanding Investor Access to Private Equity Investment Opportunities

PR Newswire
by PR Newswire0
’40 Act private equity fund provides access to qualified individual and institutional investors The Private Equity Group (“PEG”) of J.P. Morgan Asset Management announced the launch of JPMorgan Private Markets Fund (“JPMF”), a 1940 Act-registered, evergreen private equity fund. JPMF is designed to provide access to private equity investments for......
LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
Altriarch Announces Launch of New Investment Strategy
Investment Services Lending News

Altriarch Announces Launch of New Investment Strategy

PR Newswire
by PR Newswire0
Firm sees increased demand for alternative investment opportunities in the credit space Altriarch Asset Management, LLC, a private credit investment manager focused on what it believes are overlooked segments within private credit, announced the launch of its new private credit investment strategy. Altriarch believes it is strategically positioned to meet......
500 Global Brings Policy, Tech and Venture Capital Together for the Next Decade of Innovation
Investment Services News

500 Global Brings Policy, Tech and Venture Capital Together for the Next Decade of Innovation

Business Wire
by Business Wire0
500 Global, one of the world’s most active venture capital firms1, whose portfolio includes notable technology companies including Canva, GitLab, and Grab, announced a new summit bringing together venture capital investors, asset allocators, innovators, and policymakers to discuss a shared future for technology and innovation. The future of venture capital......
New Study Reveals Cloud Giants are Holding Businesses Captive
Cloud News Technology

New Study Reveals Cloud Giants are Holding Businesses Captive

Fintech News Desk
by Fintech News Desk0
Independent study finds that 96% of respondents would find value in a connectivity cloud approach Cloudflare, Inc., the leading connectivity cloud company, released a commissioned study conducted by Forrester Consulting that underscores companies’ growing need to connect everything in their business, while maintaining control over their security, productivity, and competitive......
Umpqua Bank Names Nicole Bascomb-Green Head of Community Lending
Lending News

Umpqua Bank Names Nicole Bascomb-Green Head of Community Lending

PR Newswire
by PR Newswire0
Hire advances Umpqua’s commitment to provide financial products and services that address affordable housing and access challenges in its communities Umpqua Bank, a subsidiary of Columbia Banking System Inc., announced the appointment of Nicole Bascomb-Green as Head of Community Lending. In this role, Bascomb-Green is responsible for the management of the community lending team,......
GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
by Business Wire0
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
Sutton Bank Appoints Industry Veteran Darryl Clukey to lead Payments Division
Digital Payments News

Sutton Bank Appoints Industry Veteran Darryl Clukey to lead Payments Division

Business Wire
by Business Wire0
Sutton Bank announced that Darryl Clukey has joined the Bank and Sutton Payments as SVP, Chief Payments Officer. Darryl will provide strategy, direction and growth initiatives to Sutton Bank’s existing Payments business lines as the Bank continues to expand its products and services to the market. Latest Fintech Interview :......
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