Category: Asset Management

Mosaic Financial Partners Voluntarily Moves Ahead on DOL Rule
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Mosaic Financial Partners Voluntarily Moves Ahead on DOL Rule

Despite DOL inaction, RIA firm moves forward on formally adopting the Fiduciary Rule

CRE Datasource, a New Commercial Real Estate Site, Makes It Easier for Agents to Sell and Lease Properties With More Control Over Than Ever Before
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CRE Datasource, a New Commercial Real Estate Site, Makes It Easier for Agents to Sell and Lease Properties With More Control Over Than Ever Before

Agents demanded a solution that was easier to use and didn't come with the same costs - CRE Datasource heard them.

Active Allocator Partners With TradeIt to Enable Multi-Broker Portfolio Optimization Execution
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Active Allocator Partners With TradeIt to Enable Multi-Broker Portfolio Optimization Execution

Innovative FinTech integrates cutting edge TradeIt platform to let retail investors instantly place securities orders

Manoj Shahi Joins Active Allocator Technical Advisory Board
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Manoj Shahi Joins Active Allocator Technical Advisory Board

Accomplished international financial services executive joins Fintech startup board

Maintaining Compliance With Innovation
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Maintaining Compliance With Innovation

United Field Services, Inc; an Introduction to MS: A Technology Integrated Vendor Management System

Coalesce.Info Announces Strategic Partnership With PitchBook to Support Targeted Investment Research
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Coalesce.Info Announces Strategic Partnership With PitchBook to Support Targeted Investment Research

Combined Platform Offers AI Analysis using IBM Watson with the Most Comprehensive Private Markets Database

The Earth Partners Acquires a Portfolio of Mitigation Banks in Texas
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The Earth Partners Acquires a Portfolio of Mitigation Banks in Texas

CIM and WRA successfully advise new investor in the mitigation banking space

John Grady Joins Active Allocator Advisory Board
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John Grady Joins Active Allocator Advisory Board

Top investment management and broker dealer attorney joins FinTech startup board

Charles Zhang Has Been Recognized by the Expert Network©
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Charles Zhang Has Been Recognized by the Expert Network©

The Expert Network© celebrates its newest member, Charles Zhang, CERTIFIED FINANCIAL PLANNER™ Practitioner

ActiveAllocator Announces Major Market Data Infrastructure Enhancements
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ActiveAllocator Announces Major Market Data Infrastructure Enhancements

New proprietary methodology and scalable technology searches, recognizes, classifies and instantly maps more than four million traded financial instruments to fifty asset sub-classes to improve strategic asset allocation and portfolio construction

Silver Hires Teri Manton as Director of Product Management
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Silver Hires Teri Manton as Director of Product Management

New Hire Drives Innovation in Silver's Wealth Management Software Suite

ReSolve Asset Management and S&P Dow Jones Indices Debut Industry-Leading Risk Parity Index
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ReSolve Asset Management and S&P Dow Jones Indices Debut Industry-Leading Risk Parity Index

New index empowers Advisors and Investors to track their performance against a maximally diversified global portfolio.

Gregory Dean of Worden Capital Management Announces Competitive Offers for Established Investment Brokers.
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Gregory Dean of Worden Capital Management Announces Competitive Offers for Established Investment Brokers.

Gregory Dean of Worden Capital Management Announces Competitive Offers for Established Investment Brokers. Offers include Industry high payouts, along with a low cost expense and fee structure.

Worden Capital Management Broker Gregory Dean Offers Free Series 7 Training for College Graduates Entering the Investment Brokerage Industry
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Worden Capital Management Broker Gregory Dean Offers Free Series 7 Training for College Graduates Entering the Investment Brokerage Industry

Gregory T. Dean, Branch Owner, Broker of Worden Capital Managent, located in Rockville Centre NY is currently interviewing both college students, and recent college graduates for the 12 week in house Stock Broker program.

Worden Capital Management Branch Owner Donald Fowler Update
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Worden Capital Management Branch Owner Donald Fowler Update

Series 7 Stockbroker opportunities offered by Donald Fowler of Worden Capital Management. Donald Fowler is an brokerage industry veteran with more than 13 years experience as a Series 7,63, and 24 broker.

Branch Owner of Worden Capital Managent Gregory Dean Currently Hiring College Graduates and Sponsoring Select Individuals for the Series 7 Stockbroker Program
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Branch Owner of Worden Capital Managent Gregory Dean Currently Hiring College Graduates and Sponsoring Select Individuals for the Series 7 Stockbroker Program

Gregory T. Dean, Branch Owner and Investment Broker at Worden Capital Management, Rockville Centre, NY. Currently accepting applications from both current college students, and college graduates.

Worden Capital Management Financial Branch Owner Donald Fowler is Actively Hiring Expected College Graduates
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Worden Capital Management Financial Branch Owner Donald Fowler is Actively Hiring Expected College Graduates

Don Fowler, of Rockville Centre, NY is currently taking applications for Entry level positions at the Worden Capital Management branch office located in Rockville Centre, NY.

iCapital® Network Awarded "Best Fund Product for HNW Clients" by Private Asset Management Magazine
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iCapital® Network Awarded "Best Fund Product for HNW Clients" by Private Asset Management Magazine

iCapital's alternative investment platform crowned best-in-class by panel of independent judges