SoFi, Templum partner for expanded access to alternative assets by Andrea Zander | May 14, 2024 Templum has partnered with SoFi, the all-in-one digital personal finance company, to expand everyday investor access to investment opportunities with its recent launch of Alternative Investments.
Brennan Investment Group names new CIO by Released | May 14, 2024 Brennan Investment Group has named Kevin Brennan as CIO.
AI insights from last month’s GAIM Ops Cayman conference by Lewis Dayton | May 13, 2024 Last month’s GAIM Ops Cayman conference, held in Grand Cayman, was a global conference for operations professionals working in alternative investments. Deloitte recently shared highlights from the four-day event, reported theDIWire.
Park Avenue Securities launches new Private Client Group by Released | May 13, 2024 Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian) and the company's broker-dealer and corporate Registered Investment Adviser, has announced a new Private Client Group to support high-net-worth clients in achieving their unique financial goals.
Global Supply Chains are in the goldilocks zone, says GEP by Released | May 13, 2024 The GEP Global Supply-Chain Volatility Index, a leading indicator tracking demand conditions, shortages, transportation costs, inventories and backlogs based on a monthly survey of 27,000 businesses, rose in April to -0.18, from -0.32 in March, which signals that global supply chains are operating at close to full capacity.
WNC & Associates closes tax credit fund with $302m in equity by Lewis Dayton | May 13, 2024 WNC & Associates, a family-owned business known as a pioneer and leader in the affordable housing industry, has closed its WNC Institutional Tax Credit Fund 56 (Fund 56), which includes 24 multifamily properties across 16 states.
Venom and KuCoin Ventures forge strategic partnership by Released | May 13, 2024 Venom, an innovative layer-0 and layer-1 blockchain network capable of hosting projects at massive scale, has continued to expand its offerings, this time forming a strategic partnership with KuCoin Ventures, the investment arm of KuCoin, a leading global crypto exchange.
Former UBS Wealth Management Americas CEO joins Cetera board of directors by Released | May 13, 2024 Cetera Financial Group, a premier financial advisor Wealth Hub, announced today that Marten Hoekstra has joined its Board of Directors. Hoekstra has nearly 30 years of experience in leadership roles at UBS and its predecessor firm PaineWebber and has a deep understanding of the wealth management industry. As the newest member of Cetera's Board of Directors, he will be instrumental in guiding Cetera's organic growth strategies through recruitment, retention and asset growth.
Monarch Alternative Capital hires Kristina Kuhnke and Roddy Conner by Released | May 13, 2024 Monarch Alternative Capital, a leading investment firm with more than $14 billion of assets under management, announced that it has added two senior professionals to its Investor Relations and Business Development team focused on opportunistic credit and real estate. These additions to the team will further support Monarch's long-standing relationships and cultivate new partnerships with first-class investors globally.
MassMutual partners with iCapital to launch new customized platform by Andrea Zander | May 10, 2024 MassMutual has partnered with iCapital to launch a new customized platform designed to streamline financial advisors’ access to alternative investments
