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    • Category Asset Management

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

    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
    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    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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    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    Lia Whisler Joins Parallel Advisors

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

    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
    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    Italian Hypercar Company Mazzanti Automobili Raises Funds Through Digitization on REALTiZE

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    Press Release

    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
    Press Release

    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
    Press Release

    Ethereum-Based Linkflow Finance Soon to Launch IDO Platform

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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
    Press Release

    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
    Press Release

    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
    Press Release

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

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    Press Release

    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
    Press Release

    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
    Press Release

    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
    Press Release

    Mercer FundWatch™ Teams Up With Leading Due Diligence Platform DiligenceVault

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