Tag : asset management

Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Broadridge and Linedata Announce Integration with Linedata Longview OMS to enhance Trade Matching
Finance Fintech News

Broadridge and Linedata Announce Integration with Linedata Longview OMS to Enhance Trade Matching

PR Newswire
by PR Newswire0
Driving greater customer value through a single multi-asset class post-trade matching platform, leveraging FIX To better automate the middle and back-office functions around trade matching, global Fintech leader, Broadridge Financial Solutions, Inc., announced an expansion of its partnership with Linedata, a global provider of asset management and credit technology data and services. Through this expanded......
Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms
Digital Asset Management News

Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms

Business Wire
by Business Wire0
Linedata extends its APAC offerings to include private equity, private credit, specialized and structured credit, and services for allocators and aggregators Linedata, a global provider of asset management and credit technology data and services, announced the expansion of its services capabilities and offerings in the Asia-Pacific (APAC) region. Linedata has......
TCW and Lakemore Partners Form a CLO Equity Investment Partnership
Investment Services News

TCW and Lakemore Partners Form a CLO Equity Investment Partnership

Business Wire
by Business Wire0
Strategic Partnership Fosters Growth of TCW’s Leading Credit Business and Augments Lakemore’s Network of Prominent U.S. Institutional Clients The TCW Group, a leading global asset management firm, announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities, a leading private credit investment firm primarily......
GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market
Fintech News

GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market

GlobeNewswire
by GlobeNewswire0
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, has entered into a non-binding letter of intent to acquire a controlling interest in Australia-based Bateau Asset Management, a boutique global investment manager. Latest Fintech Interview: Global Fintech Interview with Jyotirmoy Chakravorty, Founder at Ubona Technologies The acquisition would......
Confluence and FundGuard Partner to Streamline Fund Reporting
Investment Services News

Confluence and FundGuard Partner to Streamline Fund Reporting

Business Wire
by Business Wire0
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting......
Northern Trust and EDS Announce New Collaboration with Uk-Based Asset Manager Redwheel
Digital Payments News

Northern Trust to Provide Custody and Benefit Payments to South Shore Regional Centre for Education

Business Wire
by Business Wire0
Northern Trust has been selected by South Shore Regional Centre for Education (SSRCE) and Tri-County Regional Centre for Education (TCRCE), to provide custody and benefit payment services for their CUPE (Canadian Union of Public Employees) Staff and Support Staff defined benefit pension plans. “Northern Trust has a long and great......
CoinsPaid Reports Its Audited Financial Results by Crowe Global
Cryptocurrency News

CoinsPaid Reports Its Audited Financial Results by Crowe Global

PR Newswire
by PR Newswire0
The largest crypto payment ecosystem, CoinsPaid, passed an annual audit by Crowe DNW Ltd (“Crowe”), which is a member of Crowe Global, a Swiss verein and a leading network of independent accounting firms. In 2021, while the global economy was recovering after the COVID outbreak of the previous year, CoinsPaid grew in total sales......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Principal Announces Integration of Global Asset Management and International Pension Businesses
Investment Services News

Principal Announces Integration of Global Asset Management and International Pension Businesses

Business Wire
by Business Wire0
Will expand breadth and reach of global and local investment capabilities Principal Financial Group announced it is integrating its global asset management and international pension businesses under Principal Asset Management – blending leadership, investment capabilities, and client-facing teams. The combined business will help Principal to effectively deliver global and local investment......
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