Tag : Investment Management

Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
The Orical Group of Companies Launches SuperVision Brokerage LLC
Investment Services News

The Orical Group of Companies Launches SuperVision Brokerage LLC

Business Wire
by Business Wire0
The Orical Group of Companies has launched SuperVision Brokerage LLC, to offer capital raising services to its growing number of private fund and private company clients, and adds Paul Mashkovich as SuperVision’s Managing Director and Chief Growth Officer. The Orical Group of Companies (the Orical Group), an award-winning investment management......
State Street’s Market Leading FX Execution Venue, FX Connect, Enters into a Commercial Arrangement with LoopFX
Investment Services News Trading

State Street’s Market Leading FX Execution Venue, FX Connect, Enters into a Commercial Arrangement with LoopFX

Business Wire
by Business Wire0
State Street’s FX Connect business and LoopFX have agreed to collaborate on an integration to make the LoopFX functionality available through FX Connect State Street Corporation announced that FX Connect, part of the GlobalLink suite of e-trading platforms, technology and workflow solution that provide capabilities that simplify and automate the......
Boosted.ai Announces Boosted Insights 3.0 - Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity
Investment Services News

Boosted.ai Announces Boosted Insights 3.0 – Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity

Business Wire
by Business Wire0
Boosted.ai launches its most all-encompassing update yet – combining generative AI with its finance-specific algorithms – to save investment managers time, reduce their risk and help make data-driven decisions Boosted.ai, makers of the Boosted Insights platform for investment managers, announced the release of Boosted Insights 3.0, the most powerful update......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer
Investment Services News

Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer

GlobeNewswire
by GlobeNewswire0
OSE introduces Chief Investment Officer role, appointing Jack Edmondson Oxford Science Enterprises (OSE), the independent investment company created to found, fund and build transformational businesses via its unique partnership with the University of Oxford, announces the appointment of Ed Bussey as CEO and Jack Edmondson as CIO. We are delighted......
SS&C Signs Definitive Agreement to Acquire Iress' Managed Funds Administration Business
Investment Services News

SS&C Signs Definitive Agreement to Acquire Iress’ Managed Funds Administration Business

PR Newswire
by PR Newswire0
Acquisition strengthens SS&C Global Investor & Distribution Solutions offering in Australia SS&C Technologies Holdings, Inc. announced a definitive agreement to acquire the managed funds administration (MFA) business from Iress, a leading Australian financial services technology company. The MFA business is one of Australia’s largest third-party fund registries, with around AUD900 billion in managed assets across over......
Future FinTech Appoints Peng Lei as Chief Operating Officer
Banking Finance Fintech News

Future FinTech Appoints Peng Lei as Chief Operating Officer

PR Newswire
by PR Newswire0
Future Fintech Group Inc., a comprehensive financial and digital technology service provider, announced that on July 28, 2023, it appointed Mr. Peng Lei as the Chief Operating Officer (“COO”) of the Company. Mr. Lei will be fully responsible for managing the Company’s operations, helping it to grow its supply chain financing and......
Cetera Welcomes A+ Federal Credit Union
Investment Services News

Cetera Welcomes A+ Federal Credit Union

PR Newswire
by PR Newswire0
Cetera Announces Strategic Partnership with A+ Federal Credit and its Investment Programs with approximately $214 million in Assets Under Administration Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that A+ Federal Credit Union is converting its retail investment program to the Cetera Financial Institutions (CFI) community. This full-service credit union’s investment......
OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial
Capital Markets Investment Services News

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

Business Wire
by Business Wire0
Strategic, collaborative partnership equips $200M RIA for next phase of growth OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, announced, in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment signifies a strategic alliance to provide growth capital and innovative solutions for continued growth. Founded in 1987 by......
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