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

With the rebrand, the company plans to expand and provide a better future for companies through technology.

Private Equity Fund Manager Signs on to Assist Hospital System During Covid-19 Crisis

Making waves within Financial Services Industry, Centurion plans for continued growth in 2021.

The San Diego-based wealth management firm with approximately $600M under management welcomes Frank Barbera, Senior Portfolio Manager, to its growing investment management team.

The Leader in Practice Management for Financial Advisors

Leading Maximo mobile provider exceeds revenue targets, earns Net Promoter Score that puts it in the top one percent of all software companies

Ebonie Nolan, Life Insurance Agent & Financial Consultant at Variety Insurance Protection, joins networking organization

- Calumet's state-of-the-art underwriting and risk-management expertise will be enhanced by Orthogonal's support.

Altvia growth proves need for strong investor communications and uncovering strategic insights to fuel decision-making across private capital markets firms

Leading fund diligence FinTech platform opens Singapore office, hires SaaS leader Giulia Baiocchi, and Dion Ong.

AET has built a fully digital product for RIAs to manage their customers and automate time-consuming tasks

The Lehigh Valley asset & wealth management firm makes cash commitments to the NAACP Legal Defense Fund and the National Bailout Fund

INTEGRATING SAP® SUCCESSFACTORS® WITH SAP ENTERPRISE ASSET MANAGEMENT SOLUTIONS, LYRA ICP TRACKS LABOR CAPACITY TO MEET DEMAND

Rizing's Hydrogen 1.0 Mobile User Experience achieves efficiencies and increased productivity for Asset Management

Adds to a rapidly growing number of municipal bond investors including climate risk in investment decisions

SAP Recognizes Rizing Enterprise Asset Management for Leadership in Energy and Natural Resources at Partner Kick-Off Meeting in Sydney

A successful track record along with increased demand for differentiated solutions has driven solid growth for the Fund across all channels. CION Ares Management believes this critical milestone positions the Fund for growth moving forward.

New relationship accelerates growth of Arboretum Investment Advisors as industry leader for private debt funds focused on equipment finance

Firm continues to be industry leader in "portfolio optimization"

Rizing, LLC optimizes SAP customer engagement with business transformation to the Intelligent Enterprise and Human Experience Management under a unified brand - Rizing.

The tech-enabled responsible investing offering is designed for investment professionals ready to graduate beyond traditional investing and incorporate impact, sustainability and values- or mission-aligned goals

Provides investment programs to track MSR Investable Indices. Centralized portfolio management provided by global risk manager Milliman.

Redefining green investing: a new investment experience.