Baillie Gifford Appoints Jamie McGregor to Lead ETF Initiative
McGregor to Lead Firm’s Entry into the U.S. ETF Market, Expanding Access to Actively Managed, Long-Term Growth Strategies Baillie Gifford, the independent global investment manager,...
Category : Financial Advisory & Services
Jefferies Issues CEO Letter on Point Bonita Capital, First Brands
Jefferies Financial Group, Inc. (NYSE: JEF) (“Jefferies”) announced today that is has posted this letter from our CEO, Rich Handler, and our President, Brian Friedman:...
Advisor Team with $260M Assets Joins Ameriprise Financial
Mike Lloyd of Oakwood Financial Group says the integrated technology at Ameriprise is “already transforming how we operate and engage with our clients” Financial advisory...
Wealthfront Launches Nasdaq-100 Direct
Wealthfront’s new Nasdaq-100 Direct portfolio combines exposure to the Nasdaq-100 Index® with the added tax benefits of direct indexing and is available for just 0.12%...
MyVest Integrates Tax-Aware Transition Planning into Proposal Generation
Enhancements enable advisors to more efficiently deliver transition plans and personalized proposals for new and existing clients MyVest, a leading provider of enterprise wealth management...
Fifth Third to Acquire Comerica
Merger Delivers Compelling Value to Shareholders Fifth Third Bancorp (Nasdaq: FITB) and Comerica Incorporated (NYSE: CMA) today announced that they have entered into a definitive...
Calamos Announces New Wealth Management Collaboration with Ernst & Young LLP
As part of our ongoing commitment to advance service excellence and innovation, Calamos Wealth Management (CWM) is pleased to announce a new collaboration with Ernst & Young...
Trout CPA Announces Bob Firely, CPA, CGMA as Chief Operating Officer
Regional accounting and advisory firm Trout CPA is excited to announce the appointment of Robert (Bob) Firely, CPA, CGMA, to Chief Operating Officer (COO). As COO,...
Assembly Debuts New Identity and AI Assistant for Professional Service Firms
Formerly Copilot, Assembly reintroduces itself with a name and new tool that reflects its mission of helping service-based businesses stand out in the AI-driven SaaS...
Destiny Wealth Partners Named 5-Star RIA Firm
InvestmentNews list recognizes the nation’s top-performing wealth management firms setting a benchmark for excellence in the industry Destiny Wealth Partners, a leading independent, SEC registered...
Asset TV Names Kristin Myers as ETF Editor in Chief
Asset TV today announced the appointment of Kristin Myers as ETF Editor in Chief, Asset TV, a newly created position based in New York. Kristin will lead the...
Milliman: Public Pension Funding Ratios Rise to 84.2% in August
Milliman PPFI funded status nears 2021’s high-water mark thanks to 1.6% monthly returns Milliman, Inc., a premier global consulting and actuarial firm, today released the...
Enigmatig Signs MOU with TVA Capital to Support SME Growth in Asia Pacific
Strategic partnership marks Enigmatig’s first move following its NYSE listing, reinforcing its commitment to sustainable growth and long-term value creation in the region Enigmatig Limited...
Ualett Secures $150M Debt Facility to Accelerate Growth
Three-year credit line from Thiele Capital Management enables more aggressive go-to-market strategy and broader client base expansion Ualett, the leading financial technology platform serving 1099...
Pravati Capital Expands Leadership Team with Three Key Strategic Hires
Pravati Capital, a premier litigation finance firm, announced the addition of three accomplished professionals to its leadership team. The new hires underscore the firm’s continued...