Asset Management Press Releases

Arboretum Investment Advisors Closes $25 Million Senior Credit Facility With MidCap Financial

Arboretum Investment Advisors Closes $25 Million Senior Credit Facility With MidCap Financial

Arboretum Investment Advisors, LLC ("Arboretum"), a fund manager and SEC-registered investment advisor that specializes in asset-backed and equipment finance funds, has announced that one of Arboretum's propriety equipment leasing funds closed on a $25 million senior credit facility with MidCap…

Kurtosys Names Lee Godfrey as Advisor to Executive Team

Kurtosys Names Lee Godfrey as Advisor to Executive Team

​Kurtosys, the enterprise experience cloud for financial services, is pleased to announce the appointment of Lee Godfrey, who will be joining the company as advisor to the executive team and board. Serving as a member of the non-executive committee, Lee…

Kirchner Assumes Management of Additional Fund

Kirchner Assumes Management of Additional Fund

​Kirchner Asset Management Inc., the division of Kirchner Group that specializes in the management of high-potential mid-life venture capital and private equity funds through the balance of their terms, has been appointed General Partner of New Acres Capital Ag &…

Kurtosys names Leeya Hendricks as VP of Global Marketing 

Kurtosys names Leeya Hendricks as VP of Global Marketing 

​​Kurtosys, the enterprise experience cloud for financial services, is pleased to announce the appointment of Leeya Hendricks as VP of Global Marketing. Her appointment strengthens the company’s executive team and marketing capability, positioning the business for further growth.    As VP of Global Marketing, Leeya will head up the marketing…

Rizing, LLC Announces Brand Consolidation of SAP® Partners Vesta Partners, /N SPRO Consumer Industries, Synchrony Global and Rizing HCM

Rizing, LLC Announces Brand Consolidation of SAP® Partners Vesta Partners, /N SPRO Consumer Industries, Synchrony Global and Rizing HCM

Rizing, LLC announced today the consolidation of Vesta Partners, /N SPRO Consumer Industries, Synchrony Global and Rizing HCM brands into one Rizing brand. Effective today, the companies are re-branded globally as Rizing. The consolidation is part of Rizing’s Category of…

Main Management Hires Darol Ryan to Expand Investment Management Offering

Main Management Hires Darol Ryan to Expand Investment Management Offering

With nearly 17 years of experience in Investment Management for high net worth individuals and institutions, Main Management seeks to expand its services to clients. San Francisco based Main will add Darol Ryan as Managing Director. He will focus on…

MSR Indices Unveils Institutional Platform for Index Implementation

MSR Indices Unveils Institutional Platform for Index Implementation

MSR Indices, LLC ("MSR") announced today the launch of its institutional investment platform, which will provide investors access to the returns of MSR Investable Indexes through established third-party asset managers. The platform is meant to provide a liquid alternative to…

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 Releases Growth Factors Time Series

Discovery Data Releases Growth Factors Time Series

​Discovery Data, the leading financial services industry provider of data and analytics on firms, retirement plans and professionals, has released a new dataset, Growth Factors Time Series, that presents the trajectory of an investment advisory firm or advisor across a wide…

Shepherd Kaplan Krochuk Promotes Stephen M. Brackett to President and Co-Head of Alternative Investments

Shepherd Kaplan Krochuk Promotes Stephen M. Brackett to President and Co-Head of Alternative Investments

​Shepherd Kaplan Krochuk, LLC (“SKK”), a leading, independently owned, SEC-registered Investment Advisory firm, announced today that Stephen M. Brackett has been promoted to President and Co-Head of Alternative Investments. In addition to his new role, Steve will become a full voting member…

HonTe Advisors Adds Director to Investment Team

​​HonTe Advisors, LLC, (“HonTe”) today announced the addition of Christopher A. Kelley as Director, Head of Markets. With prior research and trading experience in FX, emerging markets, and fixed income at Thiel Macro and Royal Bank of Scotland, he brings…

Discovery Data Launches Retirement Plans Product

Discovery Data Launches Retirement Plans Product

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, has announced the launch of a new product offering that provides detailed retirement plan information. Discovery Data Retirement Plans delivers data on over 800,000 plans…

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…

Centurion Wealth Management Named a Top Wealth Management Firm in D.C., Maryland, and Virginia (Tri-State) Area

Centurion Wealth Management is delighted to announce that it has been ranked one of the top financial advisors and wealth management firms in D.C., Maryland, and Virginia (Tri-State) Area by AdvisoryHQ News Media (AHQ). The multi-award winning team lead by…

Highmore Launches $200 Million Real Estate Opportunity Zone Fund

Highmore, a leading global alternative asset manager, launched a real estate Opportunity Zone Fund in the first quarter of 2019 with a targeted capacity of $200 million. Portfolios sitting on U.S. capital gains from the liquidation of virtually any asset…

RIA Reps within Discovery Data Surpass 400,000

RIA Reps within Discovery Data Surpass 400,000

Discovery Data, the leading financial services industry provider of data and analytics on firms and professionals, announced today that, for the first time in history, the number of registered investment adviser (RIA) reps has surpassed 400,000 and the number of…

New Film, Bit X Bit: In Bitcoin We Trust Gives Insider's View Into the Futuristic World of Bitcoin and Its Secrets

New Film, Bit X Bit: In Bitcoin We Trust Gives Insider's View Into the Futuristic World of Bitcoin and Its Secrets

A new Bitcoin documentary, “Bit x Bit: In Bitcoin We Trust,” takes an in-depth look at the beginnings and development of what has become a widespread global advance in digital commerce. The third film from director David Foox, which is…

Community Breaks Ground on Utah's First Opportunity Zone Investment

Community Breaks Ground on Utah's First Opportunity Zone Investment

​City dignitaries, development professionals, and members of the general public today gathered with PEG Companies ("PEG") to break ground on Paperbox Lofts, Utah’s first development to take advantage of the federal Opportunity Zone Investment program created by the December 2017 Tax…

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…

Login

Or using ePRNews Account

Don't have an account ? Sign Up

Register New Account

Or Signup using Email

Already have an account ? Login

Reset Password

Already have an account ? Login