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    • Category Asset Management

    Swan Global Investments Partners with O’Shares Investments to Launch Innovative Approach to Income Generation
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    Swan Global Investments Partners with O’Shares Investments to Launch Innovative Approach to Income Generation

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    The Milwaukee Company Launches Two Tactical Asset Allocation ETFs
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    The Milwaukee Company Launches Two Tactical Asset Allocation ETFs

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    Aisot Technologies Unveils AI Insights Platform for Equities
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    Aisot Technologies Unveils AI Insights Platform for Equities

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    Acumain and Calfus Announce Strategic Partnership
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    Acumain and Calfus Announce Strategic Partnership

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    BNY Mellon Migrates Its Proxy Voting Service Onto Proxymity for Clients Investing in the UK
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    BNY Mellon Migrates Its Proxy Voting Service Onto Proxymity for Clients Investing in the UK

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    Forest Investment Associates Announces New President, Executive Changes
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    Forest Investment Associates Announces New President, Executive Changes

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    Sterling Organization Acquires Bristow, VA (Washington, D.C., MSA), Grocery-Anchored Center for $31.4 Million
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    Sterling Organization Acquires Bristow, VA (Washington, D.C., MSA), Grocery-Anchored Center for $31.4 Million

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    Ludicrous Returns LLC Develops New Technical Analysis Method for Investing in Stocks or S&P500 Index
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    Ludicrous Returns LLC Develops New Technical Analysis Method for Investing in Stocks or S&P500 Index

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    Hamilton Capital Welcomes Senior Advisor in Addition to New, Expanded Florida Office Location
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    Hamilton Capital Welcomes Senior Advisor in Addition to New, Expanded Florida Office Location

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    Unison CEO Thomas Sponholtz Announced as One of Inman’s '2023 Best of Proptech'
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    Unison CEO Thomas Sponholtz Announced as One of Inman’s '2023 Best of Proptech'

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    Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance
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    Beese Fulmer Investment Management, Inc. Achieves GIPS Compliance

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    Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2023
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    Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2023

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    ImpactAlpha Raises $3.3 Million to Meet Growing Demand for News and Data for Sustainable and Impact Investing
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    ImpactAlpha Raises $3.3 Million to Meet Growing Demand for News and Data for Sustainable and Impact Investing

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    Aspen Grove Appoints Mike McAuliffe as CEO
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    Aspen Grove Appoints Mike McAuliffe as CEO

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    Current Interest Rate Environment Contributes to Distribution Increases for Two Flat Rock Global Funds
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    Current Interest Rate Environment Contributes to Distribution Increases for Two Flat Rock Global Funds

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    Cardano Digitises Asset Manager Due Diligence With DiligenceVault
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    Cardano Digitises Asset Manager Due Diligence With DiligenceVault

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    South Africa Issuers and Investors Gain Access to End-to-End Digital Investor Communications in Market First
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    South Africa Issuers and Investors Gain Access to End-to-End Digital Investor Communications in Market First

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    Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking
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    Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking

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    Passiv Acquires Wealthly
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    Passiv Acquires Wealthly

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    LendKey and Thomas Ho Company Announce Strategic Partnership to Provide Industry-Leading Loan Trading Experience and Balance Sheet Optimization

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    Top-Growing Registered Investment Advisor Ensemble Capital Achieves B Corp Certification, Demonstrating Commitment to All Stakeholders
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    Top-Growing Registered Investment Advisor Ensemble Capital Achieves B Corp Certification, Demonstrating Commitment to All Stakeholders

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    Sier Capital Partners Makes Growth Investment Into Nurses 24/7
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    Sier Capital Partners Makes Growth Investment Into Nurses 24/7

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    Net Lease Capital Launches 1031 Exchange DST Solution on iCapital
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    Net Lease Capital Launches 1031 Exchange DST Solution on iCapital

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    Legacy Suite Offers Crypto Security Without Key Sharing
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    Legacy Suite Offers Crypto Security Without Key Sharing

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    New Report Calls on Philanthropy to Use Its Catalytic Capital to Finance Foster Youth Housing, Prevent Homelessness
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    New Report Calls on Philanthropy to Use Its Catalytic Capital to Finance Foster Youth Housing, Prevent Homelessness

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    Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has Joined the Firm as a Senior Investment Associate
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    Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has Joined the Firm as a Senior Investment Associate

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    Flat Rock Enhanced Income Fund Declares First Monthly Distributions
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    Flat Rock Enhanced Income Fund Declares First Monthly Distributions

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    Legacy Suite Adopts AI Development, Such as ChatGPT, for Digital Assets in Blockchain Industry
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    Legacy Suite Adopts AI Development, Such as ChatGPT, for Digital Assets in Blockchain Industry

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    Legacy Suite Says Biden Executive Order on Crypto Could Provide Blueprint for Industry's Growth
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    Legacy Suite Says Biden Executive Order on Crypto Could Provide Blueprint for Industry's Growth

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    Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition
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    Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition

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    Legacy Suite Recommends Wallet Protection Against 'Address Poisoning' Hack
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    Legacy Suite Recommends Wallet Protection Against 'Address Poisoning' Hack

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    Proxymity and State Street Launch Digital Proxy Voting Service in UK & Ireland
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    Proxymity and State Street Launch Digital Proxy Voting Service in UK & Ireland

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    SimCorp Accelerates Customer Adoption of Industry Leading Asset Management SaaS Platform Leveraging Silk
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    SimCorp Accelerates Customer Adoption of Industry Leading Asset Management SaaS Platform Leveraging Silk

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    Amidst Banking Failures, Legacy Suite's Latest Technology Offers Secure Digital Asset Management
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    Amidst Banking Failures, Legacy Suite's Latest Technology Offers Secure Digital Asset Management

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    WaterEquity Selected as 2023 IA 50 Impact Investment Fund Manager
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    WaterEquity Selected as 2023 IA 50 Impact Investment Fund Manager

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    Flat Rock Core Income Fund Announces Distribution Increase
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    Flat Rock Core Income Fund Announces Distribution Increase

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    Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers
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    Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers

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    Chris Elsmark Joins Coherra Fintech ApS Advisory Board
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    Chris Elsmark Joins Coherra Fintech ApS Advisory Board

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    Leading South African Wealth Manager Digitizes Asset Manager Due Diligence and Monitoring With DiligenceVault
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    Leading South African Wealth Manager Digitizes Asset Manager Due Diligence and Monitoring With DiligenceVault

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    Press Release

    Notice of Intent to Close APEX HealthCare ETF

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    Dream Holdings Hedge Fund Announces Big Year in 2022

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    Press Release

    Monticello Associates Announces Three New Partners

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    Brean Capital Engages Municipal Bond Team
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    Brean Capital Engages Municipal Bond Team

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    Press Release

    Outfitter Energy Capital Closes New Fund

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    DiligenceVault Releases the Findings of Its 2022 Asset Manager Survey: RFPs and DDQs - a Gateway to Success
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    DiligenceVault Releases the Findings of Its 2022 Asset Manager Survey: RFPs and DDQs - a Gateway to Success

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    Alternative Digital Platform LUCA Closed Angel Round, Reaching the Total Capital of $1.8 Million
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    Alternative Digital Platform LUCA Closed Angel Round, Reaching the Total Capital of $1.8 Million

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    100 Global Asset Managers Adopt DiligenceExchange to Deliver Consistent, Verified Due Diligence, Representing $10 Trillion in Assets Under Transparency
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    100 Global Asset Managers Adopt DiligenceExchange to Deliver Consistent, Verified Due Diligence, Representing $10 Trillion in Assets Under Transparency

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    Lia Whisler Joins Parallel Advisors
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    Lia Whisler Joins Parallel Advisors

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    Castle Hall Appoints Matthias Knab, Founder of Opalesque, as Senior Advisor
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    Castle Hall Appoints Matthias Knab, Founder of Opalesque, as Senior Advisor

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    Castle Hall Launches DiligenceExchange and Introduces DiligenceExchange Benchmarks, Powered by the Industry's Largest Due Diligence Database
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    Castle Hall Launches DiligenceExchange and Introduces DiligenceExchange Benchmarks, Powered by the Industry's Largest Due Diligence Database

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    HSBC Goes Live With Proxymity Shareholder Disclosure Solution
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    HSBC Goes Live With Proxymity Shareholder Disclosure Solution

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    Broad Arrow Group Launches Full-Service Collector Car Financing Division Led by Industry Veterans Karsten Le Blanc and Kenneth Ahn
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    Broad Arrow Group Launches Full-Service Collector Car Financing Division Led by Industry Veterans Karsten Le Blanc and Kenneth Ahn

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    Thane Stenner Honored By The Top 100 Magazine
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    Thane Stenner Honored By The Top 100 Magazine

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    Methane Emissions Data Now Available on Bloomberg Enterprise Access Point
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    Methane Emissions Data Now Available on Bloomberg Enterprise Access Point

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    Italian Hypercar Company Mazzanti Automobili Raises Funds Through Digitization on REALTiZE
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    Italian Hypercar Company Mazzanti Automobili Raises Funds Through Digitization on REALTiZE

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    RisCo Assigns Rating AA+ for Rochester Reinsurance PLC

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    Press Release

    AdvisorVault Adds Office 365 to Its Consolidated 17a-4 D3P Service

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    Centurion Wealth Management Partners Named Northern Virginia Magazine's Top Financial Professionals for 2021
    Press Release

    Centurion Wealth Management Partners Named Northern Virginia Magazine's Top Financial Professionals for 2021

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    Lowest Mileage Hemi Cuda Sells on Sonicbidder.com Ahead of Muscle Car Auction September 22, 2021
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    Lowest Mileage Hemi Cuda Sells on Sonicbidder.com Ahead of Muscle Car Auction September 22, 2021

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    Ethereum-Based Linkflow Finance Soon to Launch IDO Platform
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    Ethereum-Based Linkflow Finance Soon to Launch IDO Platform

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