Asset Management Press Releases

Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations

Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations

Magellan Financial, Inc., leading asset & wealth management firm in the Lehigh Valley since the 1950s, recently announced its support of the NAACP Legal Defense Fund and the National Bailout Fund. Partners communicated their decision to make the two cash…

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…

Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading

Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading

Leading crypto custody solutions provider Trustology has today announced a partnership with FCA-regulated, OTC broker, GCEX, to create a secure liquidity network backed by institutional-grade custody for digital asset trading amongst their client base of institutional investors, ultra-high-net-worth individuals and brokers.…

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,…

DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA

DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA

DiligenceVault announces a significant client milestone, connecting over 12,000 users on its platform ecosystem, both asset managers and investors, helping them digitize and automate information exchange workflows to create game-changing diligence experiences. DiligenceVault addresses a common pain point for both…

KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients

KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients

risQ Inc., a start-up delivering best-in-class climate risk analytics, and ICE Data Services, which is part of Intercontinental Exchange, Inc. (NYSE: ICE), today announced that KORE Private Wealth has adopted ICE Climate Risk to provide climate risk data and analytics…

What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19

What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19

Demand Wealth, a leading expert in a variety of financial advisor niches and a provider of financial planning solutions, is now offering free online consultations to individuals who have been financially impacted by COVID-19.   Specializing in portfolio investments, Demand Wealth…

Rizing Wins SAP® Partner Excellence Strategic Industry Award

Rizing Wins SAP® Partner Excellence Strategic Industry Award

Rizing was awarded an SAP Partner Excellence Award at the SAP Partner Kick-Off meeting in Sydney, Australia, on Feb. 28, 2020. The award, presented by Pete Andrew, Chief Operating Officer for SAP Australia and New Zealand (ANZ), recognizes Rizing for…

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…

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