Tag : investment

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......
Monalee Rebrands as Artemis and Raises $6 Million Amid Ongoing Litigation Following Loan Default
Banking Investment Services News

Monalee Rebrands as Artemis and Raises $6 Million Amid Ongoing Litigation Following Loan Default

EIN Presswire
by EIN Presswire0
Lender Alleges Concealed Bank Accounts, Misrepresentations, Diversion of Secured Collateral, and Fraudulent Transfers Involving Artemis CEO Walid Halty Applied Real Intelligence (“A.R.I.”), a private investment firm specializing in secured growth lending and structured equity transactions, has filed lawsuits in New York and Massachusetts against Mona Lee Inc. (“Monalee”), now doing......
AND Capital Ventures Appoints Former SK Group Managing Director David D. Chung as Head of Capital Formation
Investment Services News

AND Capital Ventures Appoints Former SK Group Managing Director David D. Chung as Head of Capital Formation

EIN Presswire
by EIN Presswire0
Chung Brings 28 Years of Global Investment Leadership and Asia–North America LP Relationships as AND Prepares to Bring Fund Strategies to Market AND Capital Ventures today announced the appointment of David D. Chung, a former SK Group senior investment executive and global capital formation leader, as Head of Capital Formation.......
LPL Financial Welcomes Capital Investment Services
Fintech Investment Services News

LPL Financial Welcomes Capital Investment Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Bobby Lumpkin, Cindy Little and Allina Bell of Capital Investment Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The firm reports approximately $775 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Capital Investment Services serves......
Hatcher+ FundBuilder Expands to Support Delaware Fund Structures
Fintech Funding News

Hatcher+ FundBuilder Expands to Support Delaware Fund Structures

EIN Presswire
by EIN Presswire0
Supports US-compliant vehicles, reducing setup timelines through the Hatcher+ FAAST® FundBuilder and Marketplace Hatcher+ today announced the expansion of the Hatcher+ FAAST® (Funds-as-a-Service Technology) FundBuilder module to support Delaware-based fund structures. The update enables fund managers and administrators to create US-compliant investment vehicles through a structured digital workflow, reducing setup timelines from......
Keith Spears Joins LOHAS as a Partner
Finance Investment Services News

Keith Spears Joins LOHAS as a Partner

EIN Presswire
by EIN Presswire0
LOHAS Further Expands Team of Professionals Operating at the Intersection of Impact Investing and Philanthropy LOHAS is proud to announce its newest Partner, Keith Spears. With an extensive background in the financial engineering of socially and environmentally impactful ventures, Keith is passionate about unlocking donor-advised funds, foundation grants, and other......
GenTwo surpasses USD 7 billion mark for Assets under Service, Cements Position as Global Assetization Leader
Finance Investment Services News

GenTwo surpasses USD 7 billion mark for Assets under Service, Cements Position as Global Assetization Leader

EIN Presswire
by EIN Presswire0
Milestone highlights the accelerating adoption of GenTwo’s Securitization-as-a-Service model. GenTwo, the Swiss B2B fintech providing infrastructure for the creation of investment products, today announced that it has surpassed USD 7 billion in Assets under Service (AuS). Reaching this milestone less than a year after crossing USD 6 billion in July......
CEO Insight’s Investors Guide Examines Evolving Investment Strategies Across Global Financial Markets
Finance Investment Services News

CEO Insight’s Investors Guide Examines Evolving Investment Strategies Across Global Financial Markets

EIN Presswire
by EIN Presswire0
Featuring senior industry voices, the issue explores cross-border investment, financial innovation and the growing importance of trust in global markets. The latest supplement Investors Guide, published by CEO Insight, examines the evolving dynamics shaping global capital flows, with a focus on stability, regulatory clarity and long-term investment strategy. The Spring......
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......
Amulet Capital Appoints Adam Grossman as Partner
Investment Services News

Amulet Capital Appoints Adam Grossman as Partner

Business Wire
by Business Wire0
Adds Healthcare Investor and Operator with a Track Record of Structuring and Scaling Healthcare Services Platforms Amulet Capital Partners, LP (“Amulet”), a middle-market private equity investment firm focused exclusively on the healthcare sector, today announced that Adam Grossman has joined the firm as a Partner. In this role, Mr. Grossman......
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