Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...
GROUNDFLOOR announces new pilot program to spur accessory dwelling unit (ADU) growth in Atlanta
GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, is announcing a new pilot program to spur the development of more accessory dwelling units (ADUs) in the Atlanta jurisdictions where they are currently permitted.
Enova Completes Acquisition of OnDeck
CHICAGO, Oct. 13, 2020 /PRNewswire/ -- Enova International (NYSE: ENVA), a leading financial technology and analytics company offering consumer and small business...
Artificial Intelligence-Based Asset Manager AlphaTrAI Reinforces Talent, Resources with Advisory Council Expansion
AlphaTrAI is adding the founder of a prominent wealth management M&A firm and a leading tech venture capitalist to its advisory council, while also making a former president of LPL Financial the council’s chairman, the firm said today in a press release.
OptionTrax® and Capital Transfer Agency Announce Partnership
Plan Management Corp. (PMC), the company behind the leading equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a leading Canadian transfer agent, announced today a strategic partnership to offer the OptionTrax platform to Capital Transfer Agency clients.
OpCo Lands Distressed Debt Team from TD Cowen – Brief
Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...
ComplySci Acquires NRS, An Advanced Provider Of Compliance And Regulatory Consulting, Education And Technology...
ComplySci (the “Company”), an established provider of regulatory technology and compliance solutions for the financial services sector, today announced the commencement of its M&A growth strategy, starting with the acquisition of National Regulatory Services (NRS), an advanced provider of compliance consulting services and technology solutions for investment advisers, broker-dealers, hedge funds, private equity firms, insurers and other financial services firms.
Redeployment of EB-5 Investor Funds Can Lead to Lawsuits Later — Here’s How to...
EB-5 fund Managers are not investment experts yet they must make a momentous investment decision when it comes to the redeployment of investor funds. This decision can impact the chances of immigration success for investors — and possibly lead to legal challenges down the road.
Retail Reopens As British Start-Up Takes On Amazon In Battle To Win Crowds Back...
Mustafa Khanwala has developed technology that enables customers to skip the checkouts by using their smartphone to scan and pay for goods, meaning you may never waste time in a shopping queue again.
Andes Wealth Technologies Launches Total Client Onboarding and Communication Platform
Andes Wealth Technologies, an innovative wealth technology company, announced today the release of an integrated, comprehensive, and powerful client onboarding and communication platform to help advisors enhance client relationships and better manage their practices.