Tag : Investment Adviser.

CoinFund Reinforces Commitment to Web3 Technology with the Close of $158M Seed IV Fund
Investment Services News

CoinFund Reinforces Commitment to Web3 Technology with the Close of $158 Million Seed IV Fund

Business Wire
by Business Wire0
CoinFund, a leading cryptonative investment firm and registered investment adviser, announces the close of $158 million (M) CoinFund Seed IV Fund LP (“Seed IV” or “The Fund”), backed by a combination of sophisticated institutional investors, family offices, and high net worth individuals. CoinFund Seed IV LP exceeded its initial target......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
ComplySci Launches Regulatory Compliance Buyer’s Guide for US-Based Financial Firms
Compliance management Fintech News Risk Management

COMPLY Portfolio Firm ComplySci Launches Regulatory Compliance Buyer’s Guide for US-Based Financial Firms

PR Newswire
by PR Newswire0
Complimentary guide outlines strategic benefits and tactical steps to institute new regulatory compliance technologies within U.S.-based financial firms COMPLY portfolio firm ComplySci, the leading provider of regulatory technology and compliance for the financial services sector, published its 2023 Regulatory Compliance Buyer’s Process Guide for U.S.-based financial firms. The publication follows......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
by Fintech News Desk0
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
Bear Market Conditions Lead to Investors Surging to Stocks and Crypto Investment Platform Streetbeat
Investment Services News

Bear Market Conditions Lead to Investors Surging to Stocks and Crypto Investment Platform Streetbeat

Fintech News Desk
by Fintech News Desk0
Streetbeat’s client base has increased by over 120% in June, with over 90,000 registered users Difficult financial trading conditions across the board have contributed to a huge surge in clients for Streetbeat, an easy-to-use investing and trading platform with diversified investment strategies that help spread risk and reduce volatility shown......
The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited
Finance Investment Services News

The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited

Fintech News Desk
by Fintech News Desk0
Transaction Enables Company to Expand Financial Services Offerings Throughout the U.K. The Marygold Companies, Inc. announced completion of the previously announced acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a U.K. based investment adviser, for £1.5 million (approximately US$1.9 million) in cash, plus net current assets estimated to be......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund
Investments News

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund, Inc.

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Investment Management announced a portfolio management change for Morgan Stanley China A Share Fund, Inc. The Fund is managed by the Emerging Markets Equity team of Morgan Stanley Investment Management Inc. The team consists of portfolio managers and analysts. The current member of the team responsible for the......
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