Investment management

Financial Gravity Sees "Explosive Demand" for Planning

Wednesday, January 27, 2021 - 11:00am

"This will set off another round of the cat-and-mouse game where taxes go up and advisors work to minimize the blow, creating explosive demand for planning."

Key Points: 
  • "This will set off another round of the cat-and-mouse game where taxes go up and advisors work to minimize the blow, creating explosive demand for planning."
  • TMN provides a platform for CPAs, EAs, and financial advisors to use proactive tax planning to protect their clients from the brunt of higher taxes.
  • Financial Gravity Companies is a parent company of financial services companies including brokerage, wealth management, estate planning, family office services, risk management, business and personal tax planning, business consulting, and financial advisor services.
  • Financial Gravity's mission is to synergistically bring together companies that create symbiotic advantages to each other in order to bring a complete financial experience to our clients.

Braver Capital Management Becomes Adviser Capital

Wednesday, January 27, 2021 - 10:00am

Newton, MA, Jan. 27, 2021 (GLOBE NEWSWIRE) -- Braver Capital Management is rebranding to become Adviser Capital.

Key Points: 
  • Newton, MA, Jan. 27, 2021 (GLOBE NEWSWIRE) -- Braver Capital Management is rebranding to become Adviser Capital.
  • Adviser Capital carries on Braver Capitals mandate to offer proprietary tactical and fundamental strategies to institutions, registered investment advisers and turnkey asset management platforms (TAMPs).
  • The move is a culmination of the partnership that began in 2017, when Adviser Investments acquired Braver Wealth Management and its Braver Capital Management division.
  • Together, the firms have become a full-service wealth management provider with over $6 billion in assets under management, $1 billion of which is under Adviser Capitals care.

Temenos Extends Partnership with Schroders for Wealth Front Office

Wednesday, January 27, 2021 - 7:30am

Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business.

Key Points: 
  • Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business.
  • With Temenos Wealth Front Office, Schroders Wealth Management benefits from standardized advisory processes.
  • Giovanni Leonardo, Head of Investment, Schroders Wealth Management, Switzerland, commented: We chose Temenos Wealth Front Office following a selection process to support our advisory business in Switzerland.
  • The combination of Temenos Wealth Front Office and Temenos Transact creates an end-to-end wealth management platform with rich functionality, spanning back-office processing through to front-office portfolio management.

Waycross Partners Launches Strategic Marketing Initiative, Appoints Chris Greco as CEO and Adds to Investment Team

Tuesday, January 26, 2021 - 9:40pm

Louisville, Kentucky-based investment manager Waycross Partners, LLC ( www.waycrosspartners.com ) announced that it has hired Chris Greco to become the firms CEO, Principal and Director of Institutional Sales.

Key Points: 
  • Louisville, Kentucky-based investment manager Waycross Partners, LLC ( www.waycrosspartners.com ) announced that it has hired Chris Greco to become the firms CEO, Principal and Director of Institutional Sales.
  • Mr. Greco will lead the firms marketing initiative within the institutional defined benefit and defined contribution marketplace while working with investment consultants across the country.
  • During his career he has worked with large investment consultants and pension funds, marketing hedge funds, mutual funds and separate accounts.
  • Waycross has also added Anthony Brooks as a Portfolio Strategist and Sean Ketcherside, CFA as a Sector Analyst to its investment team.

Macquarie Global Infrastructure Total Return Fund Inc. Announces Share Repurchase Program

Tuesday, January 26, 2021 - 3:50pm

Macquarie Global Infrastructure Total Return Fund Inc. (NYSE:MGU) (MGU or Fund) today announced that its Board of Directors (Board) has approved a share repurchase program authorizing the Fund to purchase, from time to time, up to 10% of the Funds common shares in open-market transactions, at the discretion of management, in an effort to reduce the Funds market price discount to net asset value.

Key Points: 
  • Macquarie Global Infrastructure Total Return Fund Inc. (NYSE:MGU) (MGU or Fund) today announced that its Board of Directors (Board) has approved a share repurchase program authorizing the Fund to purchase, from time to time, up to 10% of the Funds common shares in open-market transactions, at the discretion of management, in an effort to reduce the Funds market price discount to net asset value.
  • The share repurchase program is intended to benefit shareholders by enabling the Fund to repurchase shares at a discount to net asset value, thereby increasing the proportionate interest of each remaining shareholder in the Fund.
  • The Board may amend or terminate this program, solely in its discretion, at any time during the duration of the program.
  • About Macquarie Global Infrastructure Total Return Fund Inc.
    Macquarie Global Infrastructure Total Return Fund Inc., a diversified closed-end fund, is listed on the New York Stock Exchange.

The E-Valuator Software - Finalist at the 8th Annual Family Wealth Report Awards 2021

Tuesday, January 26, 2021 - 2:45pm

"To be nominated as a finalist in the Compliance category from Family Wealth Report is a huge privilege," said Kevin Miller, CEO.

Key Points: 
  • "To be nominated as a finalist in the Compliance category from Family Wealth Report is a huge privilege," said Kevin Miller, CEO.
  • I'm delighted that we have made these annual awards the brightest, and most keenly contested highlights in the family wealth management calendar."
  • Winners will be announced on May 6th, 2021 in Family Wealth Report alongside a series of videos and publications.
  • The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America.

Allvue Systems Provides TrustServe with Comprehensive Technology Solutions

Tuesday, January 26, 2021 - 2:00pm

Allvue Systems (Allvue), a leading alternative investment technology solutions provider, today announced an agreement with TrustServe to implement comprehensive solutions for its General Partner (GP) and management company clients in private equity, real estate, venture capital, fund of funds and family offices.

Key Points: 
  • Allvue Systems (Allvue), a leading alternative investment technology solutions provider, today announced an agreement with TrustServe to implement comprehensive solutions for its General Partner (GP) and management company clients in private equity, real estate, venture capital, fund of funds and family offices.
  • As part of the technology solution, Allvue will deliver its Fund Accounting, Investor Portal, Business Intelligence (BI) and Report Automation solutions, enabling TrustServe to streamline and seamlessly manage record-keeping, reporting and investor communications for their customers.
  • TrustServe provides excellent management services, and our partnership will offer the sophisticated integrated technology solutions they need to stay ahead of the curve and best service clients.
  • Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry.

Rob Mitchell steps down as President of Dixon Mitchell, Janine Guenther takes the helm

Tuesday, January 26, 2021 - 2:00pm

Rob Mitchell, who co-founded Dixon Mitchell two decades ago, has stepped down as President.

Key Points: 
  • Rob Mitchell, who co-founded Dixon Mitchell two decades ago, has stepped down as President.
  • As the first woman to lead our firm, she will be instrumental in continuing to grow the company and safeguarding our clients wealth, said Rob Mitchell, Executive Chair of Dixon Mitchell.
  • Im honoured to be a part of this firms two-decade legacy of creating wealth for clients, said Janine Guenther, President of Dixon Mitchell.
  • Dixon Mitchell Investment Counsel is a national asset management firm providing investment solutions for institutions, foundations, endowments, and affluent private clients.

Glenmede Investment Management Celebrates 5th Anniversary for Women in Leadership U.S. Equity Strategy

Tuesday, January 26, 2021 - 1:30pm

Glenmede Investment Management LP (GIM), a privately owned, independent asset management firm, recently celebrated the five-year anniversary of its Glenmede Women in Leadership US Equity Strategy (Strategy).

Key Points: 
  • Glenmede Investment Management LP (GIM), a privately owned, independent asset management firm, recently celebrated the five-year anniversary of its Glenmede Women in Leadership US Equity Strategy (Strategy).
  • The strategys investment universe consists of equities of companies which meet an identified percentage of gender diversity in senior management and board membership.
  • Since its inception in December 2015, Glenmedes Women in Leadership U.S. Equity Strategy increased its requirements by 5%.
  • Glenmede Investment Management LP (GIM) is an independently-owned boutique asset management firm offering actively managed equity, liquid alternative, fixed income and impact strategies through separately managed accounts and mutual funds.

Xtiva and partner Ezra Group Launch Performance Assessments and new Consulting Services for Wealth Management Firms

Tuesday, January 26, 2021 - 12:00pm

NEW YORK, Jan. 26, 2021 /PRNewswire-PRWeb/ --Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced a major alliance.

Key Points: 
  • NEW YORK, Jan. 26, 2021 /PRNewswire-PRWeb/ --Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced a major alliance.
  • "We are excited to be able to work with Xtiva and add our experience and consulting expertise to unlock opportunities for leading wealth management firms."
  • The combined resource of Xtiva and Ezra Group will enable wealth management firms to assess, define and execute strategies to build stronger organizational transformation and leverage of data for performance, in an accelerated time frame.
  • Xtiva Financial Systems provides the leading sales performance management (SPM) and incentive compensation management (ICM) systems for the financial services industry.