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    • Category Asset Management

    Coherra Continue to Add Strength to the Organization and Cap Table With the Appointment of Thomas Ebeling as a New Member of the Advisory Board
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    Coherra Continue to Add Strength to the Organization and Cap Table With the Appointment of Thomas Ebeling as a New Member of the Advisory Board

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    Asset Management Benchmark Report: Digital Innovation and Change in Distribution Enablement
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    Asset Management Benchmark Report: Digital Innovation and Change in Distribution Enablement

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    Coherra Strengthens Its DACH Leadership Team With Tier One Advisory Board Member
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    Coherra Strengthens Its DACH Leadership Team With Tier One Advisory Board Member

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    Thane Stenner Invited to Be Featured in the 2021 Top 100 People in Finance Magazine

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    DiligenceVault and Frontier Advisors Partner on Digital Due Diligence and Data Centralization
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    DiligenceVault and Frontier Advisors Partner on Digital Due Diligence and Data Centralization

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    Jobs Are on the Rise & Trust Point Inc. is Seeking Financial Professionals Specializing in Trust Administration & Investment Management
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    Jobs Are on the Rise & Trust Point Inc. is Seeking Financial Professionals Specializing in Trust Administration & Investment Management

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    Mercer FundWatch™ Teams Up With Leading Due Diligence Platform DiligenceVault
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    Mercer FundWatch™ Teams Up With Leading Due Diligence Platform DiligenceVault

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    Ellavoz Impact Capital Announces David Kaye to Their Advisory Board
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    Ellavoz Impact Capital Announces David Kaye to Their Advisory Board

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    Liberty One Investment Management Reaches $1 Billion Milestone
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    Liberty One Investment Management Reaches $1 Billion Milestone

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    Southeastern Trust Company Expands Nashville Office With Addition of Trust Officer
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    Southeastern Trust Company Expands Nashville Office With Addition of Trust Officer

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    Orthogonal Adds Leading Academics on SPACs and Corporate Governance From Harvard and Stanford as Advisors
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    Orthogonal Adds Leading Academics on SPACs and Corporate Governance From Harvard and Stanford as Advisors

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    Proxymity and SLIB Partner to Deliver First Overseas Connection to Votaccess

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    Zoe Financial Announces Its Collaboration with Vista Wealth Management

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    Proxymity Delivers Digital Proxy Services in Ten Markets With Citi

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    Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million
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    Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million

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    Barron's Again Names Jeffrey Germain as One of Its Top 1,200 Financial Advisors in America in 2021
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    Barron's Again Names Jeffrey Germain as One of Its Top 1,200 Financial Advisors in America in 2021

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    Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One
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    Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

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    Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021
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    Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021

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    Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021
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    Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021

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    risQ and Level 11 Analytics Launch Climate and ESG Analytics for Mortgage-Backed Securities

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    Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove

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    Augusta Precious Metals Receives '#1 Best Gold Company' Honor From IRAGoldAdvisor.com
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    Augusta Precious Metals Receives '#1 Best Gold Company' Honor From IRAGoldAdvisor.com

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    Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP
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    Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP

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    JR Dallas Wealth Management Enters Into Significant Joint Venture Agreement With Pacifica Hospital of the Valley and Southwest Healthcare
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    JR Dallas Wealth Management Enters Into Significant Joint Venture Agreement With Pacifica Hospital of the Valley and Southwest Healthcare

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    Michael S. Schwartz, CFP®, AEP® Makes Forbes' 2021 Best-in-State Wealth Advisors List
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    Michael S. Schwartz, CFP®, AEP® Makes Forbes' 2021 Best-in-State Wealth Advisors List

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    Centurion Wealth's Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List
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    Centurion Wealth's Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List

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    CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026
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    CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026

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    Frank Barbera Joins Financial Sense® Wealth Management
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    Frank Barbera Joins Financial Sense® Wealth Management

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    Rosemont Sells Minority Equity Interest in Boston Common Asset Management
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    Rosemont Sells Minority Equity Interest in Boston Common Asset Management

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    EdgeLine Capital Partners Congratulates CapRock Partners on the Final Closing of Its Oversubscribed Debut Institutional Fund

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    SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group
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    SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group

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    Frantz Widmaier Appointed CEO of Bill Good Marketing
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    Frantz Widmaier Appointed CEO of Bill Good Marketing

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    2020 Marks Another Successful Year for InterPro with New Products, Patent Award, Industry Accolades, New Hires and New Maximo Mobile Clients
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    2020 Marks Another Successful Year for InterPro with New Products, Patent Award, Industry Accolades, New Hires and New Maximo Mobile Clients

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    International Association of Women Recognizes Ebonie Nolan as a 2021-2022 Influencer
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    International Association of Women Recognizes Ebonie Nolan as a 2021-2022 Influencer

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    Centurion Wealth Management Named a Top Wealth Management Firm by AdvisoryHQ
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    Centurion Wealth Management Named a Top Wealth Management Firm by AdvisoryHQ

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    Orthogonal Asset Management Engaged by Calumet Capital to Enhance Analytics and Risk Management Platform for Law Firm Direct Lending

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    FundApps Wins Regulation Asia Award for Excellence

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    PixelPlex Presents an Updated Webpage About Its STO Platform
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    PixelPlex Presents an Updated Webpage About Its STO Platform

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    Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio
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    Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

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    NYC-Based MSP Tekscape Swings Into Florida Tech Market: Lands Big Kahuna Sponsorship With (Big Brothers Big Sisters of the Sun Coast) Annual Charity Golf Outing
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    NYC-Based MSP Tekscape Swings Into Florida Tech Market: Lands Big Kahuna Sponsorship With (Big Brothers Big Sisters of the Sun Coast) Annual Charity Golf Outing

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    Altvia Sets All-Time Quarterly Sales Record Driven by Best-in-Class Capital Markets Software, Forecasting 100% Increase in Q4
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    Altvia Sets All-Time Quarterly Sales Record Driven by Best-in-Class Capital Markets Software, Forecasting 100% Increase in Q4

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    DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore
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    DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore

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    Trust Company Innovates Wealth Advising Industry With Powerful Tech
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    Trust Company Innovates Wealth Advising Industry With Powerful Tech

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    NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year
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    NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year

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    Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations
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    Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations

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    Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center
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    Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center

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    Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading
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    Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading

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    Rizing Hydrogen Mobile User Experience Achieves SAP Certification as Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®
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    Rizing Hydrogen Mobile User Experience Achieves SAP Certification as Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®

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    DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA
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    DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA

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    KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients
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    KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients

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    What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19
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    What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19

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    LM Funding Announces Business Combination Agreement With Hanfor and Concurrent $1.25 Million Private Placement of Common Stock
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    LM Funding Announces Business Combination Agreement With Hanfor and Concurrent $1.25 Million Private Placement of Common Stock

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    Rizing Wins SAP® Partner Excellence Strategic Industry Award
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    Rizing Wins SAP® Partner Excellence Strategic Industry Award

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    CION Ares Diversified Credit Fund Reaches Three-Year Milestone and Continues to Demonstrate Strong Performance

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    Kurtosys Raises Funding From Vistara Capital to Accelerate Global Growth

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    Kurtosys Releases the Real Growth Podcast With VP of Global Marketing Leeya Hendricks

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    Kurtosys Announces Global Rebrand and New Website

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    Arboretum Investment Advisors Closes $25 Million Senior Credit Facility With MidCap Financial
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    Arboretum Investment Advisors Closes $25 Million Senior Credit Facility With MidCap Financial

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    Kurtosys Names Lee Godfrey as Advisor to Executive Team
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    Kurtosys Names Lee Godfrey as Advisor to Executive Team

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    Kirchner Assumes Management of Additional Fund
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    Kirchner Assumes Management of Additional Fund

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