Asset Management

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

Cortney Milner and Kathleen Townsend were college interns when they first came to Blue Rock Avenue One. The financial advisory firm promoted both to partner, recognizing their status as authorities in their respective fields and their contributions and dedication to…

Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP

Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP

Today, New York MSP Tekscape Inc. announces the rebrand of their company and the launch of an updated mission. These changes are part of the company's evolution that aims to raise the bar on how they serve and support clients…

Michael S. Schwartz, CFP®, AEP® Makes Forbes’ 2021 Best-in-State Wealth Advisors List

Michael S. Schwartz, CFP®, AEP® Makes Forbes’ 2021 Best-in-State Wealth Advisors List

Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been listed for the third consecutive year on Forbes' Best-In-State Wealth Advisors (NYC) published in…

Centurion Wealth’s Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List

Centurion Wealth’s Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List

Centurion Wealth is honored to share that our founding partners, Sterling Neblett, CEPA, CFP®, Wendy Payne, CSA, CEP® were recently named to the 2021 Forbes Best-In-State Wealth Advisors List.Centurion Wealth is a forward-thinking Wealth Management firm located in McLean, Virginia…

CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026

CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026

On February 11, 2021, CION Investment Corporation ("CIC"), a CION Investments company, closed an offering of $125 million aggregate principal amount of 4.50% senior unsecured notes due in 2026 (the "Notes"). CIC intends to use the net proceeds of the…

SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group

SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group

SESAMm, one of the leading providers of analytics and artificial intelligence solutions for investment professionals and enterprises, has concluded a Series B funding round for over €7.5M led by the Fintech VC fund of NewAlpha Asset Management and global investment…

RAK Group expanding its research team

RAK Group expanding its research team

R.A.K. Group announced today that they are in the process of making a series of new hires to their Company Research team. R.A.K. Groups’ new additions represent a significant expansion of the group’s Emerging Markets and Cryptocurrency research departments and…

DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore

DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore

DiligenceVault, the global fund diligence platform for investors and fund managers, announced the opening of its Asia-Pacific (APAC) headquarters in Singapore with tremendous enthusiasm. This is DiligenceVault's fourth office, joining New York, Pune, and London. The opening of the APAC…

Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center

Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center

Rizing today announced its Lyra Integrated Capacity Planning (Lyra ICP) solution built on SAP Data Warehouse Cloud is now available on SAP App Center, the digital marketplace for SAP partner offerings. Lyra ICP integrates with SAP® SuccessFactors® Employee Central and SAP Enterprise…

Rizing Hydrogen Mobile User Experience Achieves SAP Certification as  Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®

Rizing Hydrogen Mobile User Experience Achieves SAP Certification as Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®

Rizing, LLC, today announced that its Hydrogen 1.0 mobile user experience solution has achieved SAP certification as powered by SAP NetWeaver® and integrated with SAP S/4HANA®. The solution integrates with SAP NetWeaver and empowers asset-intensive industries to simplify work orders,…

Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities

MERJ, the official stock exchange of the Republic of Seychelles, teams up with U.S. broker-dealer Jumpstart and custodian Prime Trust to open its doors to American accredited investors seeking to take part in its equity offering. The move marks the…

Discovery Data Creates Innovative New Advisor Performance Tracker

Discovery Data Creates Innovative New Advisor Performance Tracker

​Discovery Data, the leading financial services industry provider of data and analytics on firms, retirement plans and professionals, has created an innovative new advisor performance tracker, Advisor Success Level (ASL), to better assist clients in segmenting and prioritizing outreach to practicing…

Discovery Data Updates Retail RIA Channel 10 Year View Report

Discovery Data Updates Retail RIA Channel 10 Year View Report

​​​​​​​​​​​​Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has released the 2019 edition of its Discovery Data Retail RIA Channel - A 10 Year View Report, displaying evidence of a massive shift in…

Discovery Data Updates Its Long-Term Rep Movement Study, 2009-2018

Discovery Data Updates Its Long-Term Rep Movement Study, 2009-2018

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has released the latest edition of its Discovery Data Rep Movement Study. This in-depth analysis of rep movement for the ten-year period, January 2009…

iCapital® Network Recognized for Technology at 2018 WealthManagement.com Industry Awards

iCapital Network, the financial technology platform democratizing alternative investments for high-net-worth individuals and their advisers, today announced the firm has been honored in the WealthManagement.com 2018 Industry Awards as the top Alternative Investment Platform. The WealthManagement.com Industry Awards recognize outstanding…

PEG Companies Announces Acquisition of Eight Hotels Across United States

PEG Companies (“PEG”), a leader in hospitality and multifamily real estate development across North America, today announced the acquisition of an eight-hotel portfolio in major U.S. markets. PEG and "PEG Capital Partners Fund III" led a group of investors, with…

Biblically Responsible Inspire Global Hope ETF – NYSE: BLES – Beats Benchmark in Debut Year Performance

The Inspire Global Hope ETF [NYSE: BLES], the largest exchange-traded fund (ETF) from biblically responsible asset management firm Inspire Investing, has outperformed its benchmark in its debut year of trading on the New York Stock Exchange. “We are thrilled with…

Diligence's Digital Dash! — DiligenceVault Partners With Leading Industry Associations AIMA, AITEC, ILPA, UNPRI

Diligence's Digital Dash! — DiligenceVault Partners With Leading Industry Associations AIMA, AITEC, ILPA, UNPRI

DiligenceVault, a data-driven platform for investment research and due diligence, is excited to announce partnership milestone in digitization and standardization of industry data. DiligenceVault has signed agreements with the following thought leaders: Alternative Investment Management Association (AIMA), Principles for Responsible Investment (UNPRI), and AITEC. This…

The Revolution of Rehabs

The Revolution of Rehabs

United Field Services is one of the most assorted and experienced providers of mortgage services. Its industry-leading solutions support the entire spectrum portfolio life cycle, from REO Property Preservation, construction to rental renovation. We strive to provide professional, high quality…

Active Allocator Adds Akl Noun to Executive Management Team

Active Allocator Adds Akl Noun to Executive Management Team

​Active Allocator Inc ("ActiveAllocator”) announced today the appointment of Akl Noun as Partner effective immediately. Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, noted, "We are privileged and delighted to welcome Dr. Noun to the ActiveAllocator team. Wealth and asset management…

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