Whitepaper explores the asset manager point of view on the due diligence process - the nature, volume and trend of RFP/DDQs received from investors, how firms are digitizing investor relations function, and what are their technology preferences.

LUCA Japan aims for "Bridging the Gap in Alternative investment" and operates digital platform "LUCA". LUCA provides digital access to alternative investments, including but not limited to private equity, real estate, hedge funds, and private credit. It is committed to providing world-class investment opportunities with simple and efficient solutions for broader investors in Japan and beyond

UC Berkeley Haas School of Business and Harvard University Alumna Has Joined Parallel Advisors as a Wealth Advisor

Proxymity Shareholder ID solution launched to HSBC clients in the UK and Europe

Broad Arrow Capital, a dedicated financing business and wholly-owned subsidiary of Broad Arrow Group, joins Collectors Garage in representing two of Broad Arrow Group's newly launched businesses focused on serving car collectors globally

Senior Portfolio Manager and Senior Investment Advisor, Thane Stenner, was recognized in The Top 100 Magazine's Top 100 People in Finance and featured on the publication's premier A List.

The first real-world methane emissions ratings of energy producers using satellite remote sensing

AdvisorVault is now a certified Microsoft partner able to host Microsoft 365 apps for its customers and give them a Compliant WorkSpace in the cloud

This marks the fifth consecutive year that all three partners of Centurion Wealth have received this industry recognition.

Linkflow Finance, a platform that focuses on creating a new paradigm for digital asset management, has announced its plan for an Initial Dex Offering Launchpad called LINKPAD.

New research on how changing market dynamics are accelerating the evolution of sales, marketing, and distribution effectiveness.

Leading Australian asset consultant selects DiligenceVault's platform to make manager diligence digital and data-driven decisions

DiligenceVault offers Mercer's FundWatch Ratings and research through its platform to empower investors in their investment decision making process

Christopher Haigler to advise high-net-worth clientele on trust and estate matters for private wealth management firm

Professors Michael Klausner of Stanford and Guhan Subramanian of Harvard join advisory board of the Orthogonal SPAC Advantage Fund.

Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management.

Orthogonal is targeting a $100 million first raise to invest in pre-merger SPACs and other SPAC-related opportunities. Trading began on April 6, 2021.

Jeff Germain is One of a Select Group of Financial Advisors Who was Recognized by Both Barrons and Forbes in 2021

Both women began their careers as interns. At just 35, talent and tenacity have helped Milner and Townsend reach the top.

Jeff Germain Is Honored to Have Been Named a Top Financial Advisor in 2021 by Both Forbes and Barrons

Jeff Germain Is Honored to Have Been Named a Top Financial Advisor in 2021 by Both Forbes and Barrons

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work firm