Tag : Investment Management

Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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......
Stori, a top Mexico fintech, raises $200M in Financing
Fintech Investments News

Stori, a Top Mexico Fintech, Raises $200 Million in Financing

Fintech News Desk
by Fintech News Desk0
Credit card-led fintech Stori announced that it has closed one of the largest Series C equity financing rounds in Latin America to date, accompanied by a debt raise that will be used to fund Stori’s rapidly growing credit card portfolio. The $125M over-subscribed Series C round was co-led by global VC GGV Capital......
PactFi, the Women-led Fintech, Raises VC Funding to Streamline Trillion Dollar Private Credit Market
Fintech Investments News

PactFi, the Women-led Fintech, Raises VC Funding to Streamline Trillion Dollar Private Credit Market

Fintech News Desk
by Fintech News Desk0
PactFi, the New York-based Fintech focused on solving the pain points of the $1trillion private credit market, announces the close of its first institutional VC fundraise to streamline deal workflows in the $1 trillion private credit market. Terms of the financing were not disclosed. PactFi, which is founded and run by women of color,......
TradeStation Group To Become Public Company Through Business Combination With Quantum FinTech
Cryptocurrency Currency Exchange Digital Asset Management Fintech News

TradeStation Group To Become Public Company Through Business Combination With Quantum FinTech

Fintech News Desk
by Fintech News Desk0
Transaction aims to propel brand awareness of TradeStation’s online multi-asset trading platform and product offerings as a self-clearing online broker for the equities, options, futures and cryptocurrency self-directed investor markets $1.43 billion implied pro forma enterprise value at closing Fully committed $115 million PIPE investment by strategic and institutional investors led......
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