Tag : Investment Management

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office
Investments News

Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office

Fintech News Desk
Wilmington Trust, a leader in wealth management and corporate and institutional services, said that Mark Maggioncalda has been hired as a senior wealth advisor in its Radnor, PA, office. In his new role, Maggioncalda will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and......
DeFi Technologies Announces Preferred Partnership Agreement with SEBA Bank AG
DeFi Investment Services News

DeFi Technologies Announces Preferred Partnership Agreement with SEBA Bank AG

Fintech News Desk
DeFi Technologies Inc., a technology company bridging the gap between traditional capital markets and decentralised finance, is thrilled to announce it has entered into a commercial agreement to establish a preferred partnership relationship with SEBA Bank AG. SEBA is a fully integrated, FINMA licensed, digital assets banking platform providing a seamless,......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Calamos Investments Launches Global Sustainable Equities Fund Led by ESG Pioneers
Fintech Funding Investment Services News

Calamos Investments Launches Global Sustainable Equities Fund Led by ESG Pioneers

Fintech News Desk
Calamos Investments, a global investment management firm with more than $40 billion in assets under management, announced the launch of the Calamos Global Sustainable Equities Fund (CGSIX), a new mutual fund steered by a seasoned investment team with decades of sustainable investing experience. The Fund’s co-managers, Anthony (Tony) Tursich and James (Jim) Madden, joined......
WhiteStar Asset Management Launches its European CLO Business
Business Capital Markets News

WhiteStar Asset Management Launches its European CLO Business

Fintech News Desk
WhiteStar and its Affiliates Will Assume the Management of CLOs Representing Over $1.5 Billion of Aggregate AUM including €560M in European CLOs WhiteStar Asset Management (“WhiteStar”), the CLO, structured products, and broadly syndicated credit arm of Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”), announced that Brian McNamara and Conor Power will......
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
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......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley India Investment Fund, Inc.
Investments News

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley India Investment Fund, Inc.

Fintech News Desk
Morgan Stanley Investment Management announced a portfolio management change for Morgan Stanley India Investment Fund, Inc.. The Fund is managed by the Emerging Markets Equity team of Morgan Stanley Investment Management Inc. (the “Adviser”). The team consists of portfolio managers and analysts. Read More: FTC Strengthens Security Safeguards for Consumer......
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