Tag : Investment Management

Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65
Finance Investment Services News

Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65

EIN Presswire
by EIN Presswire0
Colorado Financial Advisors announces Andrew Burnside’s Series 65 qualification, expanding its tax-focused investment advisory expertise. Colorado Financial Advisors has announced that Andrew P. Burnside Jr. has successfully passed the Series 65 exam and is now a licensed Investment Advisor Representative, further expanding the firm’s advisory capabilities. The Series 65 license qualifies......
Morgan Stanley Investment Management Introduces Wealth Education Center
Finance Investment Services News

Morgan Stanley Investment Management Introduces Wealth Education Center

Business Wire
by Business Wire0
Morgan Stanley Investment Management (MSIM) today announced the launch of the Wealth Education Center, a centralized education platform designed to help financial advisors translate growing market, tax and investment complexity into clear, practical guidance for their clients. “Advisors face a growing challenge as financial markets, products and tax considerations become......
Ridgeline Introduces AI-Powered, Real-time Market News in its Investment Management Platform
Artificial Intelligence Investments News

Ridgeline Introduces AI-Powered, Real-time Market News in its Investment Management Platform

GlobeNewswire
by GlobeNewswire0
New, embedded Ridgeline Market Intelligence helps firms see macro insights, conduct research, and make faster decisions without leaving core workflows. Ridgeline, the first front-to-back system of record for investment management, announced the release of Ridgeline Market Intelligence, a new capability designed to help firms make faster, more informed decisions and......
Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research
Finance Investment Services News

Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research

EIN Presswire
by EIN Presswire0
VC-Backed Boutique Asset Manager Deepens Intellectual Capital and Expands Differentiated Model Delivery Across Major TAMP Platforms Quartz Partners Investment Management, a venture capital-backed, SEC-registered investment adviser specializing in quantitative separately managed account (SMA) strategies, today announced the acquisition of the investment strategies and intellectual property of AthenaInvest Advisors LLC, a Denver-area pioneer in......
Former Constellation Advisers Founders Relaunch Outsourced Services for the Investment Management Industry
Investment Services News

Former Constellation Advisers Founders Relaunch Outsourced Services for the Investment Management Industry

EIN Presswire
by EIN Presswire0
They Started It. Now they’re Restarting It… Next Stop on Greg & Boris’ 6-City Tour: Grand Cayman Islands, April 19-22 Greg Farrington and Boris Onefater, founders of Constellation Advisers and pioneers who established the outsourced service industry for alternative investment managers are back, to relaunch the evolution of comprehensive back-office......
Choate Expands Fund Formation and Investment Management Practice with Former Lowenstein Partner Jonathan Danziger
Fintech Funding Investment Services News

Choate Expands Fund Formation and Investment Management Practice with Former Lowenstein Partner Jonathan Danziger

EIN Presswire
by EIN Presswire0
Veteran investment management partner with deep expertise advising established hedge funds and emerging managers expands Choate’s New York presence. Choate welcomes Jonathan Danziger as a partner in the firm’s nationally recognized Fund Formation and Investment Management practice. A recognized leader and strategic adviser to some of the largest and most established hedge funds......
A New World Order is Rewriting Markets, Finds Annual Report from New York Life Investment Management
Finance Investments News

A New World Order is Rewriting Markets, Finds Annual Report from New York Life Investment Management

Business Wire
by Business Wire0
End of “peace dividend” and rise of great power competition are forcing investors to rethink portfolios The Global Market Strategy team at New York Life Investment Management, released their annual geopolitical risk report for 2026, “Geopolitical risk in a shifting world order,” finding that a fundamental transformation in the global......
Heron Bay Capital Management Surpasses $1 Billion in Assets Under Management
Investment Services News

Heron Bay Capital Management Surpasses $1 Billion in Assets Under Management

EIN Presswire
by EIN Presswire0
Heron Bay Capital Management announced it has surpassed $1 billion in AUM, achieving this significant milestone in just over six years since inception. Heron Bay Capital Management (HBCM), an independent registered investment advisor, today announced it has surpassed $1 billion in assets under management (AUM), achieving this significant milestone in......
Grimes Financial Group Strengthens its Retirement Planning with the Retirement Blueprint™
Finance Investments News

Grimes Financial Group Strengthens its Retirement Planning with the Retirement Blueprint™

GlobeNewswire
by GlobeNewswire0
Grimes Financial Group, a fiduciary investment advisory firm based in Columbus, Ohio, continues to strengthen its comprehensive financial planning framework through The Retirement BlueprintTM to address the growing gap between standalone investing and fully coordinated retirement planning. The Retirement Blueprint is a structured approach that aligns retirement income strategy, investment management, tax......
EFCG Advises Olsson on its Sale to Morgan Stanley Capital Partners
Finance Investment Services News

EFCG Advises Olsson on its Sale to Morgan Stanley Capital Partners

EIN Presswire
by EIN Presswire0
The Environmental Financial Consulting Group, LLC (“EFCG”), through its registered broker-dealer affiliate EFCG Transaction Services LLC, is pleased to announce the sale of the engineering firm Olsson, Inc. (“Olsson”) to investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management.......
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