Asset Management Press Releases

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…

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…

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