Intapp partners with Bite Investments to enhance investor management
June 04, 2024 09:00 ET | Intapp Inc.
PALO ALTO, Calif., June 04, 2024 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today...
Wealthspire Advisors
Wealthspire Advisors to Acquire Ohio-Based Walden Wealth Partners
May 08, 2024 09:00 ET | Wealthspire Advisors
New York, May 08, 2024 (GLOBE NEWSWIRE) -- Wealthspire Advisors LLC, an NFP company and independent registered investment advisor firm headquartered in New York City, today announced that it has...
Greenbacker's 104 MW MTSun solar project
Greenbacker delivers 2023 results
April 04, 2024 09:00 ET | Greenbacker Renewable Energy Company LLC
Company announces annual revenue; year-over-year increases in power generation and operating capacity; and 2023 highlights, including its first wind asset repowers, milestone monetization of IRA...
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TAG Associates Named Best Multi-Family Office
March 04, 2024 10:45 ET | TAG Associates, LLC
NEW YORK, March 04, 2024 (GLOBE NEWSWIRE) -- TAG Associates LLC, a multi-family office and portfolio management services firm, today announced the firm was named Best Multi-Family Office by Private...
Greenbacker announces new Chief Financial Officer, expands team with new Head of Infrastructure and Head of Capital Markets
February 01, 2024 13:32 ET | Greenbacker Renewable Energy Company LLC
Christopher Smith, former Partner & CFO of SER Capital, joins Greenbacker as CFO.Daniel De Boer, former Head of Renewables, Allianz Capital Partners of America, joins as Head of...
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DOL Provides Regulatory Clarity on Pure Bitcoin in 401k Plans
January 29, 2024 14:50 ET | Digital Asset Investment Management
DOL completes examination of DAIM, offering spot Bitcoin in 401k plans. 10% cap within diversified portfolios mitigates risks. Contact DAIM for details.
Robo Advisory Market Thrives as Hybrid Models and AI Enhance Financial Planning
December 21, 2023 10:18 ET | Research and Markets
Dublin, Dec. 21, 2023 (GLOBE NEWSWIRE) -- The "Robo Advisory Global Market Report 2024" report has been added to's offering. The latest comprehensive Robo Advisory Global...
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Stadion Money Management Named a Best Place To Work in Money Management by Pensions & Investments
December 11, 2023 16:02 ET | Stadion Money Management
Stadion Money Management has been named to Pensions & Investments Best Places to Work in Money Management list for the fifth consecutive year.
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Digital Asset Investment Management (DAIM) Wants Investors To Know That Licensed Advisors And Managers For Crypto Are Available
December 08, 2023 17:30 ET | Digital Asset Investment Management
DAIM: Expert crypto wealth management. CEO Bryan Courchesne advocates for separately managed accounts, ensuring informed and secure investment.
big xyt launches portfolio liquidity analysis solution in partnership with Baillie Gifford to address new dilution levy guidance for the buy-side
December 06, 2023 03:01 ET | big xyt
London, Dec. 06, 2023 (GLOBE NEWSWIRE) -- big xyt, the independent provider of smart data and analytics solutions to the global trading and investment community, today announced the launch of its...