Rockpoint appoints Tom Gilbane and Aric Shalev as co-presidents by Released | Mar 27, 2024 Rockpoint has appointed Tom Gilbane and Aric Shalev, managing members, to co-presidents of the firm.
Bluerock Value Exchange Fully subscribes $46.5m Diversified Industrial Portfolio I DST by Released | Mar 27, 2024 Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, has fully subscribed BR Diversified Industrial Portfolio I, DST (DIP I) program with $46.5 million in equity from third-party investors and $36.5 million in first-mortgage proceeds. Bluerock reported more than $2.5 billion in past and current 1031 exchange programs as of February 2024.
UBS Financial Advisors form $1.3b team in Hartford, Conn by Released | Mar 27, 2024 UBS Wealth Management USA has formed Stone Harbor Group, a new team of financial advisers in its Hartford, Conn., office.
FusionIQ launches FIQ Market One, expanding access to opportunities by Lewis Dayton | Mar 27, 2024 FusionIQ, a deliverer of cloud-based wealth management solutions with an all-in-one digital platform for financial advisors and institutions, has announced the launch of FIQ Market One on the FusionIQ One Platform.
Alternative Wealth Partners launches AWP Diversity Fund II by Lewis Dayton | Mar 27, 2024 Alternative Wealth Partners (AWP) has announced the launch of its second vintage, AWP Diversity Fund II. The private equity fund is seeking to raise $150 million of investments and will invest directly into energy, manufacturing, real estate and infrastructure projects, businesses and properties that have the potential to deliver cash flow and equity returns within five to seven years.
SageView makes two new C-suite hires by Released | Mar 27, 2024 SageView Advisory Group, a leading independent RIA firm, has announced the buildout of its senior-leadership team as part of the next stage of its growth strategy. The leadership-team enhancements include the appointment of Christina Walsh as chief financial officer and Steve Gaven to the newly created role of chief growth officer. The two new C-suite leaders will each report directly to SageView CEO John Longley.
Integrated Partners and WFY team up to unveil WFY Wealth Management by Released | Mar 26, 2024 Integrated Partners (Integrated), a national financial planning and registered investment advisory (RIA) firm overseeing more than $12.7 billion in advisory assets, has announced a new partnership with Wright, Ford, Young & Co. (WFY), Orange County, Calif.'s largest single-office accounting firm. This collaboration paves the way for the introduction of WFY Wealth Management.
Eaglebrook introduces bitcoin and Ethereum SMA in partnership with Franklin Templeton by Released | Mar 26, 2024 Eaglebrook, a digital asset investment platform that provides registered investment advisers (RIAs) with direct access to bitcoin and other digital assets, has announced the launch of the Franklin Templeton Digital Asset Dynamic BTC/ETH separately managed account (SMA) strategy. This strategy, which is specifically designed for RIAs and U.S.-based wealth managers, is available on Eaglebrook’s Digital Asset SMA Platform, and invested assets will be custodied at Anchorage Digital.
RWA tokenization opens up a door for retail investors by Lewis Dayton | Mar 26, 2024 The tokenization of real-world assets (RWA) has the potential to transform crypto like ETFs did stocks, writes Nimrod Lehavi for Forbes.
Euroclear partners with iCapital by Released | Mar 26, 2024 Euroclear, a financial market infrastructure provider, has formed a partnership with iCapital.