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    • Category Asset Management

    Impact Labs Introduces Vegan-Themed Index-Tracking Portfolio Simulator: Vegemize.com
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    Impact Labs Introduces Vegan-Themed Index-Tracking Portfolio Simulator: Vegemize.com

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    Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities

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    Discovery Data Creates Innovative New Advisor Performance Tracker
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    Discovery Data Creates Innovative New Advisor Performance Tracker

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    Discovery Data Releases Growth Factors Time Series
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    Discovery Data Releases Growth Factors Time Series

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    Shepherd Kaplan Krochuk Promotes Stephen M. Brackett to President and Co-Head of Alternative Investments
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    Shepherd Kaplan Krochuk Promotes Stephen M. Brackett to President and Co-Head of Alternative Investments

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    HonTe Advisors Adds Director to Investment Team

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    Discovery Data Launches Retirement Plans Product
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    Discovery Data Launches Retirement Plans Product

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    Discovery Data Updates Retail RIA Channel 10 Year View Report
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    Discovery Data Updates Retail RIA Channel 10 Year View Report

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    Centurion Wealth Management Named a Top Wealth Management Firm in D.C., Maryland, and Virginia (Tri-State) Area

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    Highmore Launches $200 Million Real Estate Opportunity Zone Fund

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    RIA Reps within Discovery Data Surpass 400,000
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    RIA Reps within Discovery Data Surpass 400,000

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    New Film, Bit X Bit: In Bitcoin We Trust Gives Insider's View Into the Futuristic World of Bitcoin and Its Secrets
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    New Film, Bit X Bit: In Bitcoin We Trust Gives Insider's View Into the Futuristic World of Bitcoin and Its Secrets

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    55ip Partners With Shareholders Service Group (SSG) to Deliver Intelligent Automated Investment Management to RIAs
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    55ip Partners With Shareholders Service Group (SSG) to Deliver Intelligent Automated Investment Management to RIAs

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    Community Breaks Ground on Utah's First Opportunity Zone Investment
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    Community Breaks Ground on Utah's First Opportunity Zone Investment

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    Rosenthal Wealth Management Says Routine Annual First-Quarter Financial Reviews Often Make Horrific Beneficiary Assumptions
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    Rosenthal Wealth Management Says Routine Annual First-Quarter Financial Reviews Often Make Horrific Beneficiary Assumptions

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    Discovery Data Updates Its Long-Term Rep Movement Study, 2009-2018
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    Discovery Data Updates Its Long-Term Rep Movement Study, 2009-2018

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    Rosenthal Wealth Management Group Urges Home Sellers to Start Planning Now for Top Dollar Spring Sales
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    Rosenthal Wealth Management Group Urges Home Sellers to Start Planning Now for Top Dollar Spring Sales

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    Block Asset Management Launches Blockchain Multi-Strategy Certificate
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    Block Asset Management Launches Blockchain Multi-Strategy Certificate

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    55ip's Investment Strategy Engine Now Available on CircleBlack's Advisor Hub
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    55ip's Investment Strategy Engine Now Available on CircleBlack's Advisor Hub

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    myCIO Promotes Adrian Verueco to Partner
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    myCIO Promotes Adrian Verueco to Partner

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    Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner
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    Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner

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    Rosenthal Wealth Management Group Lists Top Five New Year's Resolutions to Shape Up People's Financial Fitness
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    Rosenthal Wealth Management Group Lists Top Five New Year's Resolutions to Shape Up People's Financial Fitness

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    TradeWinds Financials Partners With Foster Estate Planning to Launch Cryptocurrency Investment Fund

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    Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
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    Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

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    causaLens Appoints Hedge Fund Veteran and Data Leaders to Advisory Board

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    Swiss Crypto Asset Manager Set to Launch First Ever Fully-Regulated Tokenized Fund
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    Swiss Crypto Asset Manager Set to Launch First Ever Fully-Regulated Tokenized Fund

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    SwissOne Capital: Perhaps the Only Sensible Approach to Crypto
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    SwissOne Capital: Perhaps the Only Sensible Approach to Crypto

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    SwissOne Capital Adds Steffen Bassler as Head of Business Development
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    SwissOne Capital Adds Steffen Bassler as Head of Business Development

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    Veteran Crypto Fund Manager Joins SwissOne Capital
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    Veteran Crypto Fund Manager Joins SwissOne Capital

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    Meet the Minds Behind Institutional Grade Crypto
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    Meet the Minds Behind Institutional Grade Crypto

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    iCapital® Network Recognized for Technology at 2018 WealthManagement.com Industry Awards
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    iCapital® Network Recognized for Technology at 2018 WealthManagement.com Industry Awards

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    PEG Companies Announces Acquisition of Eight Hotels Across United States

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    Grasshopper Announces USD $80 Million Investment in Japan Iizuka Solar Power Project

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    AmaZix and Iconiq Holding Partner to Advocate for Blockchain and Digital Asset Class
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    AmaZix and Iconiq Holding Partner to Advocate for Blockchain and Digital Asset Class

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    Whittier Trust Promotes Caleb Silsby to Chief Portfolio Manager
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    Whittier Trust Promotes Caleb Silsby to Chief Portfolio Manager

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    Biblically Responsible Inspire Global Hope ETF - NYSE: BLES - Beats Benchmark in Debut Year Performance
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    Biblically Responsible Inspire Global Hope ETF - NYSE: BLES - Beats Benchmark in Debut Year Performance

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    Pendo Systems Announce the Hire of Michael Perentin to Build a World-Class Services Team and Their Nomination for the Fintech Power 50
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    Pendo Systems Announce the Hire of Michael Perentin to Build a World-Class Services Team and Their Nomination for the Fintech Power 50

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    Mariner Investment Group Closes $511 Million Collateralized Loan Obligation

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    CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort
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    CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort

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    NaviCom International Investment Utilizes FinTech to Provide Entry Level Access to Alternative Platform
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    NaviCom International Investment Utilizes FinTech to Provide Entry Level Access to Alternative Platform

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    Copper Basin Capital Launches MSCI All Country Asia Index Fund

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    Dealpath Announces Opens Platform API to Further Expand Solutions for Real Estate Investment Teams
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    Dealpath Announces Opens Platform API to Further Expand Solutions for Real Estate Investment Teams

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    GuidedChoice and dailyVest Team Up to Provide Enhanced Retirement Reporting Platform for Greater Plan Success
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    GuidedChoice and dailyVest Team Up to Provide Enhanced Retirement Reporting Platform for Greater Plan Success

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    Fell Announces Corporate Name Change to Scribcor Global Lease Administration
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    Fell Announces Corporate Name Change to Scribcor Global Lease Administration

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    Energy Executive Lord Browne Joins Advisory Board of VC Blue Bear Capital

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    RedBlack and Silver Announce Strategic Alliance

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    Dealpath Integrates With iLevel and Surpasses $500 Billion in Real Estate Volume
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    Dealpath Integrates With iLevel and Surpasses $500 Billion in Real Estate Volume

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    New York's First Foreign Trade Zone for Fine Art Opens in Harlem
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    New York's First Foreign Trade Zone for Fine Art Opens in Harlem

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    Swiss Global Group to Go Worldwide
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    Swiss Global Group to Go Worldwide

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    Discovery Data and Harborside Group Partner to Provide Comprehensive and Customized Sales and Marketing Solutions for Asset Managers
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    Discovery Data and Harborside Group Partner to Provide Comprehensive and Customized Sales and Marketing Solutions for Asset Managers

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    Vizzia Technologies Named a TAG 2018 Top 40 Innovative Technology Company
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    Vizzia Technologies Named a TAG 2018 Top 40 Innovative Technology Company

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    State of Florida Partners With GuidedChoice
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    State of Florida Partners With GuidedChoice

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    Biblically Responsible Inspire 100 Index Outperforms S&P 500 During Market Selloff
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    Biblically Responsible Inspire 100 Index Outperforms S&P 500 During Market Selloff

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    Hannelore Graf Joins VAR Capital as Vice Chairman and Member of Advisory Board

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    Inspire Investing Named as Finalist for ETF.com Industry Awards
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    Inspire Investing Named as Finalist for ETF.com Industry Awards

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    Industry Peers Recognize VAR Capital as the Best Asset Manager and Family Office in the UK
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    Industry Peers Recognize VAR Capital as the Best Asset Manager and Family Office in the UK

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    Silver Fee Clarity Takes the Guesswork Out of Asset-Based Investment Management and Advisory Fees
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    Silver Fee Clarity Takes the Guesswork Out of Asset-Based Investment Management and Advisory Fees

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    Diligence's Digital Dash! — DiligenceVault Partners With Leading Industry Associations AIMA, AITEC, ILPA, UNPRI
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    Diligence's Digital Dash! — DiligenceVault Partners With Leading Industry Associations AIMA, AITEC, ILPA, UNPRI

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    The Revolution of Rehabs
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    The Revolution of Rehabs

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    Launch of Latitude Consultancy Limited
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    Launch of Latitude Consultancy Limited

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