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Asset Management Press Releases

Rosenthal Wealth Management Says Routine Annual First-Quarter Financial Reviews Often Make Horrific Beneficiary Assumptions

Rosenthal Wealth Management Says Routine Annual First-Quarter Financial Reviews Often Make Horrific Beneficiary Assumptions

​​​​​​​​​​​​Larry Rosenthal, a leading financial planner in the Washington, D.C., area and president of Rosenthal Wealth Management, says that while many people routinely review their financial planning in the first quarter of every year, they often neglect to ask about…

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…

Rosenthal Wealth Management Group Urges Home Sellers to Start Planning Now for Top Dollar Spring Sales

Rosenthal Wealth Management Group Urges Home Sellers to Start Planning Now for Top Dollar Spring Sales

Homeowners planning to sell their personal homes in the near term are being urged by a top financial planner to begin taking steps now to maximize the return on what is oftentimes the largest financial investment of their lives. According…

Block Asset Management Launches Blockchain Multi-Strategy Certificate

Block Asset Management Launches Blockchain Multi-Strategy Certificate

One year on from the launch of their successful blockchain/cryptocurrency fund of funds, the Luxembourg-domiciled and CSSF registered AIFM; Block Asset Management Sarl, have created the Blockchain Multi-strategy Certificate.  The open-ended tracker certificate is listed on the Vienna Stock Exchange (Wiener…

Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner

Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner

Nationally recognized investment advisory and portfolio management firm, Advisors Capital Management (ACM), is pleased to announce the elevation of Dr. JoAnne Feeney to partner. Dr. Feeney joined the firm in 2015 as a portfolio manager and member of the firm’s…

Rosenthal Wealth Management Group Lists Top Five New Year's Resolutions to Shape Up People's Financial Fitness

Rosenthal Wealth Management Group Lists Top Five New Year's Resolutions to Shape Up People's Financial Fitness

​New Year's is just around the corner and so are the many, many resolutions people promise to embrace in order to get more physically fit and healthier. But one top financial planner in the Washington, DC area, Larry Rosenthal of…

TradeWinds Financials Partners With Foster Estate Planning to Launch Cryptocurrency Investment Fund

TradeWinds Financials has announced the company is partnering with Foster Estate Planning to launch a new cryptocurrency investment fund. This will provide investors the opportunity to move against volatility in the cryptocurrency markets without incurring the frictional costs of converting…

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce, Executive Vice President at Dallas wealth management and financial planning firm Optima Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance…

causaLens Appoints Hedge Fund Veteran and Data Leaders to Advisory Board

 causaLens, the deep tech startup that predicts the global economy in real-time, has appointed its Strategic Board of Advisors ahead of its upcoming funding round. The much-anticipated lineup is set to include Jose Marques, the former Head of Trading at Bridgewater…

Swiss Crypto Asset Manager Set to Launch First Ever Fully-Regulated Tokenized Fund

Swiss Crypto Asset Manager Set to Launch First Ever Fully-Regulated Tokenized Fund

SwissOne Capital AG, an asset management company specializing in crypto, will soon launch the market’s first tokenized and fully-regulated index fund. Crypto as an asset class continues to edge towards maturity, and each regulatory win advances that evolution. While other…

SwissOne Capital: Perhaps the Only Sensible Approach to Crypto

SwissOne Capital: Perhaps the Only Sensible Approach to Crypto

​SwissOne Capital AG recently announced their plan to unveil a series of crypto asset management funds. SwissOne represents something of a unicorn in the blockchain arena, a firm with decades of experience in traditional finance as well as veteran expertise…

SwissOne Capital Adds Steffen Bassler as Head of Business Development

SwissOne Capital AG continues to expand with prominent players in Switzerland’s institutional investment arena. The asset management firm recently added Steffen Bassler as head of business development. Bassler made a name for himself as one of the managing partners of…

Veteran Crypto Fund Manager Joins SwissOne Capital

SwissOne Capital AG, notable asset manager, continues to round out their crypto staff, despite the market's recent performance. "We want to offer clients proven-practice methodologies applied to crypto. In that respect we're thrilled to welcome Kenneth Hearn to our team,"…

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…

Grasshopper Announces USD $80 Million Investment in Japan Iizuka Solar Power Project

Grasshopper Solar, Canada’s largest vertically integrated solar energy company announces a USD $80 million investment in Setouchi Koken’s Iizuka Solar Plant located in Fukuoka, Japan. This 21.6MW ground mount project will utilize 65,455 solar panels, generate 26,136 MWh of clean energy…

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…

Pendo Systems Announce the Hire of Michael Perentin to Build a World-Class Services Team and Their Nomination for the Fintech Power 50

Pendo Systems is pleased to announce the recent hiring of Michael Perentin as Director of Premium Services. Michael is an accomplished strategic executive with over 18 years of experience and a history of leading large transversal projects within Corporate and Investment…

CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort

CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a…

NaviCom International Investment Utilizes FinTech to Provide Entry Level Access to Alternative Platform

NaviCom International Investment, the New York and Hong Kong-based provider of wealth management and alternative investment solutions, has extended its technology platform to accommodate the changing preferences of a broader client base. Utilizing the services of a leading fintech provider,…

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