Asset Management | Media Room | Newswire

Formidable ETFs Moving to Cboe BZX Exchange, Inc.

Mon, 01 Dec 2025 14:00:00 +0000

ArtCap Strategies Announces Closing of Senior Secured Facility to Capitalize the Bahamas' National Blue Carbon Investment Fund

Mon, 24 Nov 2025 17:00:00 +0000

TruChoice Launches New Platform to Streamline Annuity Sales Process

Tue, 30 Sep 2025 14:00:00 +0000

The SmartHub platform will help simplify the annuity sales process for financial professionals from start to finish.

Onramp Appoints Blake Killian as Chief Marketing Officer to Drive Education and Mainstream Adoption of Bitcoin

Thu, 25 Sep 2025 13:00:00 +0000

Parallel Advisors, LLC Announces California Trust Charter and Formation of Parallel Trust Company of California

Mon, 22 Sep 2025 15:15:00 +0000

Onramp Launches "Onramp Institutional" - A Fiduciary Gateway for Institutional Bitcoin Allocation

Fri, 05 Sep 2025 13:00:00 +0000

Advisory-first approach guides boards, CIOs, treasurers, and RIAs from evaluation to implementation with multi-institution custody and fit-for-purpose wrappers.

RosettiStarr Hires Senior Justice Department Official to Oversee Investigations and Compliance Practices

Thu, 04 Sep 2025 15:49:00 +0000

DOJ corporate enforcement chief Andrew Gentin joins as Managing Director & General Counsel to lead RosettiStarr's global investigations and compliance practices.

Three US Banks Power Research and Oversight With DiligenceVault Across Active ETFs, Private Markets, and Digital Assets

Thu, 04 Sep 2025 13:00:00 +0000

DiligenceVault chosen for its trusted data collection capabilities, AI-powered workflows, and flexibility to support research, oversight, and compliance at scale.

PLPC-DB: De-Risked Oncology Immunotherapy Asset With Global Licensing Window and STIP-NAM Framework

Wed, 03 Sep 2025 12:00:00 +0000

DiligenceVault Unveils Blaze Standard Data Layer to Solve the Asset Management Industry’s Billion-Dollar Due Diligence Problem

Tue, 15 Jul 2025 11:00:00 +0000

Azoria Launches 'Anti-DEI' ETF Excluding Three-Dozen S&P 500 Companies With 'DEI Hiring Targets'

Tue, 08 Jul 2025 11:00:00 +0000

New ETF from Doge Dividend Architect bets against DEI by excluding S&P 500 companies that explicitly hire on race and gender, removing Nike, Intel, Airbnb, and others.

Azoria's ‘Anti-DEI' ETF takes on the $4 trillion S&P 500 ETF complex.

Azoria releases new research showing that companies with ‘DEI hiring targets' have underperformed by 19 percentage points.

Zult Launches Privacy and Compliance-Native Private Credit Tokenization Platform

Tue, 01 Jul 2025 10:00:00 +0000

Delaware fintech targets $3+ trillion private credit market with end-to-end blockchain infrastructure

Kensington Asset Management Named to TOP Guns List of Best Performing Strategies for Q1 2025

Wed, 11 Jun 2025 16:00:00 +0000

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

FundApps and BlackRock's Aladdin(R) Platform Partner to Automate Shareholding Disclosure Monitoring and Reporting

Thu, 05 Jun 2025 10:00:00 +0000

Tropion Sports Partners Leads NBA Investment in Partnership with Blue Owl Capital

Wed, 04 Jun 2025 14:00:00 +0000

Tropion has completed a $25 million investment and is planning multiple investment tranches

Parallel Advisors Expands Leadership Team With Two Executive Hires

Mon, 02 Jun 2025 15:15:00 +0000

Onramp Launches Comprehensive Bitcoin Financial Services Platform With Introduction of Onramp Trade

Thu, 08 May 2025 13:00:00 +0000

New Trading Platform Provides Clients With a Cost-Efficient, Segregated and Insured Venue to Accumulate Bitcoin - and a Seamless Path to Long-Term Custody and Financial Services

Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Best-in-State Wealth Advisors Awards 2025 Recognition

Tue, 29 Apr 2025 14:00:00 +0000

Alphastar Capital Management Appoints Co-Presidents to Lead the Next Era of Growth

Tue, 22 Apr 2025 14:00:00 +0000

Derek Gubala is the first-announced Co-President for the successful registered investment adviser (RIA) firm.

Context Analytics Expands Social Sentiment Coverage to Australian Securities Exchange

Wed, 16 Apr 2025 12:00:00 +0000

Context Analytics Launches ASX Asset Class to Social Media Feeds

Housing Finance Outlook Released by WGA

Mon, 17 Mar 2025 12:00:00 +0000

Trump Cuts Deep Across Mortgage Complex

iTrustCapital Launches Premium Custody Accounts - A More Secure Way to Own Crypto in a Closed-Loop System

Tue, 04 Mar 2025 17:00:00 +0000

2025 Advisory Firm Valuations Remain Steady Despite Externalities

Tue, 25 Feb 2025 17:00:00 +0000

Onramp Bitcoin Unveils Onramp Institutional With Glenn Cameron, Industry Veteran, as Global Head

Thu, 16 Jan 2025 14:00:00 +0000

The new division aims to redefine institutional bitcoin adoption with secure, multi-institution custody and bespoke advisory services.

Hard Assets Alliance Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

Fri, 20 Dec 2024 14:00:00 +0000

WireDaily releases its new and updated analysis of Hard Assets Alliance reviews, complaints, fees, and reputation to help consumers make better-informed financial decisions.

Legacy Precious Metals Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

Fri, 20 Dec 2024 04:00:00 +0000

WireDaily releases a new and updated analysis of Legacy Precious Metals reviews, complaints, fees, and reputation to help educate consumers.

Provident Metals Reviews, Complaints, Fees, and Reputation Analysis Released on WireDaily.com

Fri, 20 Dec 2024 02:00:00 +0000

WireDaily releases its new and updated analysis of Provident Metals reviews, complaints, fees, and reputation to help consumers make better-informed financial decisions.

T-REX 2X Long Tesla Daily Target ETF and T-REX 2X Inverse Tesla Daily Target ETF - Change Listing Exchange to Cboe

Fri, 29 Nov 2024 14:00:00 +0000

Sterling Organization Sells Windsor Square, in Charlotte, North Carolina MSA for $70.1 Million

Tue, 26 Nov 2024 17:00:00 +0000

Sterling Organization, a vertically integrated private equity real estate investment firm whose national platform is focused on investing in retail real estate assets, has announced the sale of Windsor Square

Castle Hall Announces Next Generation DiligenceExchange Verification Reports With Early Access Program for Global Alts 2025

Mon, 25 Nov 2024 14:30:00 +0000

Zoe Wealth Reveals Latest Features Aimed at Transforming Wealth Management

Mon, 18 Nov 2024 14:00:16 +0000

Proxymity and MUFG Pension & Market Services Expand Partnership to Transform Digital AGM Announcements and Investor Voting in Australia

Mon, 28 Oct 2024 14:00:05 +0000

Forbes Recognizes Magnus Financial Group in its Ranking of Top RIA Firms 2024

Fri, 18 Oct 2024 13:00:11 +0000

PRAAMS Transforms Brokerage and Asset Management With Innovative Wealthtech Solutions

Thu, 03 Oct 2024 13:00:04 +0000

WGA Releases Banking Industry Outlook

Tue, 17 Sep 2024 12:00:14 +0000

Financials Show Little Sign of Recession

BitFi's Assets Management Product Set to Public Launch, Offering Industry-Leading Returns

Sun, 15 Sep 2024 04:15:03 +0000

Proxymity Partners With Tumelo to Transform Shareholder Communications

Tue, 10 Sep 2024 07:00:03 +0000

Strategic partnership seamlessly combines Tumelo’s pass-through voting technology with Proxymity’s digital voting platform and global reach

Keystone Private Wealth Welcomes Financial Advisors Robert Valenzuela and Todd Luttmers to the Team

Fri, 23 Aug 2024 19:00:00 +0000

Keystone Private Wealth is thrilled to announce the addition of Robert Valenzuela and Todd Luttmers to our firm. With their combined expertise and unwavering commitment to client service, Robert and Todd bring fresh energy to Keystone that aligns perfectly with our mission of prioritizing our clients. Together, they managed over $100 million in investment assets.

WealthTrust DBS Long Term Growth ETF to Change Listing Exchange to NYSE

Tue, 20 Aug 2024 20:30:04 +0000

WGA Releases Top US Bank Scores for Q3 2024

Wed, 14 Aug 2024 18:00:04 +0000

Rotation Out of Large Cap Banks Accelerates

Falcon Investment Advisors Re-Establishes Itself as an Independent Firm

Tue, 13 Aug 2024 13:30:00 +0000

Americans Are 16.9% More Confident in Their Financial Plan With an Advisor, per ComparisonAdviser Study

Mon, 05 Aug 2024 15:00:05 +0000

ComparisonAdviser shares a recent study that investigates the impact of a financial advisor on people's confidence in their financial plan.

Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2024 RIA Survey and Ranking

Mon, 29 Jul 2024 13:30:01 +0000

Proxymity and Deutsche Bank Extend Their Partnership With Singapore Market Deployment

Mon, 29 Jul 2024 11:32:04 +0000

Deutsche Bank Singapore goes live with Proxymity Vote Connect Global, the first Proxymity partner to launch in Singapore, expediting the arrival of true shareholder democracy worldwide with complete global meeting coverage.

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Fourth Consecutive Year

Fri, 26 Jul 2024 13:30:05 +0000

BCA Research Adds Macrobond to Enhance Speed and Depth of Analysis Capabilities

Thu, 11 Jul 2024 13:00:43 +0000

Partnership supercharges superior research through strategic technology integration

Alpine Macro Appoints Nick Giorgi as Chief Equity Strategist

Mon, 01 Jul 2024 12:00:04 +0000

UK Pension Pool, Border To Coast Pensions Partnership Implements DiligenceVault’s Digital Diligence Technology

Thu, 27 Jun 2024 09:00:04 +0000

The Border to Coast Alternatives team plans to digitize their due diligence questionnaires, research and operational risk monitoring activities with the help of DiligenceVault.

The Cooperative LA Elevates Partner, Sean Jordan, to President as Part of Strategic Growth Initiative

Wed, 05 Jun 2024 12:00:03 +0000

WGA Releases Q2 2024 Bank Outlook

Tue, 04 Jun 2024 13:00:11 +0000

Credit and Market Risk Menace Banks