Category Asset Management

55ip Partners With Shareholders Service Group (SSG) to Deliver Intelligent Automated Investment Management to RIAs
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55ip Partners With Shareholders Service Group (SSG) to Deliver Intelligent Automated Investment Management to RIAs

Partnership illustrates growing advisor demand for more efficient investment management solutions.

Community Breaks Ground on Utah's First Opportunity Zone Investment
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Community Breaks Ground on Utah's First Opportunity Zone Investment

Named Paperbox Lofts, the mixed-use development, will include 195 apartment units, retail and restaurant space, and a park for public use.

55ip's Investment Strategy Engine Now Available on CircleBlack's Advisor Hub
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55ip's Investment Strategy Engine Now Available on CircleBlack's Advisor Hub

Integration allows CircleBlack advisors to leverage 55ip's intelligent automation freeing time to build client relationships.

myCIO Promotes Adrian Verueco to Partner
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myCIO Promotes Adrian Verueco to Partner

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TradeWinds Financials Partners With Foster Estate Planning to Launch Cryptocurrency Investment Fund

Investors will have the opportunity to gain exposure to cryptocurrencies while benefiting from the stability of asset-backed security.

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
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Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Optima Asset Management Advisor Completes Extensive Requirements

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causaLens Appoints Hedge Fund Veteran and Data Leaders to Advisory Board

Appointments include former Head of Trading at Bridgewater Associates, CEO of Morningstar EMEA and Moody's Director

iCapital® Network Recognized for Technology at 2018 WealthManagement.com Industry Awards
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iCapital® Network Recognized for Technology at 2018 WealthManagement.com Industry Awards

iCapital named top Alternative Investment Platform by panel of distinguished judges

Whittier Trust Promotes Caleb Silsby  to Chief Portfolio Manager
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Whittier Trust Promotes Caleb Silsby to Chief Portfolio Manager

Longtime Senior Portfolio Manager Takes on Increased Role as Assets Under Advisement top $12.6 Billion

Biblically Responsible Inspire Global Hope ETF - NYSE: BLES - Beats Benchmark in Debut Year Performance
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Biblically Responsible Inspire Global Hope ETF - NYSE: BLES - Beats Benchmark in Debut Year Performance

The Inspire Global Hope ETF from biblically responsible investing (BRI) asset manager Inspire Investing outperformed benchmarks in debut year of performance

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Mariner Investment Group Closes $511 Million Collateralized Loan Obligation

Third CLO Closed in Last 10 Months

NaviCom International Investment Utilizes FinTech to Provide Entry Level Access to Alternative Platform
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NaviCom International Investment Utilizes FinTech to Provide Entry Level Access to Alternative Platform

Enhancing private investor investment experience as investor preferences demand an alternative approach to portfolio management.

Dealpath Announces Opens Platform API to Further Expand Solutions for Real Estate Investment Teams
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Dealpath Announces Opens Platform API to Further Expand Solutions for Real Estate Investment Teams

The Third Party API is designed for interoperability with other leading software systems

Fell Announces Corporate Name Change to Scribcor Global Lease Administration
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Fell Announces Corporate Name Change to Scribcor Global Lease Administration

Firm's re-branded name to reflect broader global capability and commitment to clients as well as a focus on growth

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RedBlack and Silver Announce Strategic Alliance

Relationship enables RIAs to improve workflows and enhance cash management capabilities.

Dealpath Integrates With iLevel and Surpasses $500 Billion in Real Estate Volume
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Dealpath Integrates With iLevel and Surpasses $500 Billion in Real Estate Volume

Deal Management Platform Integrates With iLevel for Portfolio Monitoring and Surpasses $500 Billion in Real Estate Transaction Volume

Swiss Global Group to Go Worldwide
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Swiss Global Group to Go Worldwide

Vizzia Technologies Named a TAG 2018 Top 40 Innovative Technology Company
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Vizzia Technologies Named a TAG 2018 Top 40 Innovative Technology Company

Healthcare IT Provider Recognized for Innovation by the Technology Association of Georgia

State of Florida Partners With GuidedChoice
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State of Florida Partners With GuidedChoice

GuidedChoice Has Been Selected to Provide Asset Guidance to 650,000 Florida Retirement System (FRS) Members