RIAS

Addepar acquires AdvisorPeak to streamline portfolio rebalancing and trading for wealth managers

Friday, October 22, 2021 - 4:16pm

As a strategic technology partner within Addepar's vibrant open ecosystem, AdvisorPeak offers investment professionals enterprise-class portfolio management tools that support portfolio trading and rebalancing, incorporating client cash management needs, and tax-optimized strategies.

Key Points: 
  • As a strategic technology partner within Addepar's vibrant open ecosystem, AdvisorPeak offers investment professionals enterprise-class portfolio management tools that support portfolio trading and rebalancing, incorporating client cash management needs, and tax-optimized strategies.
  • The AdvisorPeak team and technology are now a part of Addepar, and will further bolster its industry-leading solution for advisors.
  • As we've supercharged our growth to become the de-facto platform for wealth managers, we've listened closely to our clients.
  • Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research and development of tax-smart portfolio trading and rebalancing.

Federated Hermes, Inc. ESG survey reveals increased importance of issues in addition to environment in wake of social unrest and global pandemic

Thursday, October 21, 2021 - 11:16pm

The 2021 Federated Hermes ESG Investing Survey underscores the continuing importance of ESG initiatives as 95% of financial advisors said that their clients have asked them about ESG or responsible investing, up from 90% in 2020.

Key Points: 
  • The 2021 Federated Hermes ESG Investing Survey underscores the continuing importance of ESG initiatives as 95% of financial advisors said that their clients have asked them about ESG or responsible investing, up from 90% in 2020.
  • "ESG is increasingly important for investment professionals as their clients, boards and investment committees are asking for more insights and options.
  • "Evolving investor viewpoints highlight the continued importance of monitoring ESG-related considerations and their potential impact on investment opportunities and risks."
  • Headquartered in Pittsburgh, Federated Hermes' nearly 2,000 employees include those in London, New York, Boston and offices worldwide.

Orbis Systems Partners with Signzy to Expand Identity Verification Services to India

Thursday, October 21, 2021 - 2:17pm

JERSEY CITY, N.J., Oct. 21, 2021 /PRNewswire/ -- Orbis Systems, Inc. is partnering with Indian banking workflow automation platform Signzy to enhance its Global Identity Verification Services in India.

Key Points: 
  • JERSEY CITY, N.J., Oct. 21, 2021 /PRNewswire/ -- Orbis Systems, Inc. is partnering with Indian banking workflow automation platform Signzy to enhance its Global Identity Verification Services in India.
  • Orbis's Global Identity Verification Services offers a tailored experience for each client, including customized decision logic and vendor selection.
  • Through its partnership with Signzy, Orbis is able to offer local identity checks for Indian residents, as well as global checks across the Orbis network of vendors, delivering a more comprehensive identity check.
  • For more information, visit the ViewTrade Securities, Inc. (Member FINRA and SIPC) and Orbis Systems, Inc. websites, and follow ViewTrade Holding Corporation on LinkedIn and Twitter .

ComplySci Acquires NRS, An Advanced Provider Of Compliance And Regulatory Consulting, Education And Technology For Financial Services Companies

Thursday, October 21, 2021 - 11:00am

Education: NRS co-sponsors the Investment Adviser Certified Compliance Professional program, one of the only designations for investment adviser compliance professionals in the financial services industry.

Key Points: 
  • Education: NRS co-sponsors the Investment Adviser Certified Compliance Professional program, one of the only designations for investment adviser compliance professionals in the financial services industry.
  • With the acquisition of NRS, ComplySci will enhance their already robust suite of compliance solutions and continue to evolve as the provider of choice for automated regulatory and compliance solutions in the financial services space."
  • We believe advanced compliance technology empowers compliance professionals to transform their business and elevate the role of compliance in their firm.
  • National Regulatory Services (NRS) is an advanced provider of compliance and registration products and services for investment advisers, broker-dealers, hedge funds, investment companies and insurance institutions.

ComplySci Acquires NRS, An Advanced Provider Of Compliance And Regulatory Consulting, Education And Technology For Financial Services Companies

Thursday, October 21, 2021 - 11:00am

NEW YORK, Oct. 21, 2021 /PRNewswire/ -- 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.

Key Points: 
  • Education: NRS co-sponsors the Investment Adviser Certified Compliance Professional program, one of the only designations for investment adviser compliance professionals in the financial services industry.
  • With the acquisition of NRS, ComplySci will enhance their already robust suite of compliance solutions and continue to evolve as the provider of choice for automated regulatory and compliance solutions in the financial services space."
  • We believe advanced compliance technology empowers compliance professionals to transform their business and elevate the role of compliance in their firm.
  • National Regulatory Services (NRS) is an advanced provider of compliance and registration products and services for investment advisers, broker-dealers, hedge funds, investment companies and insurance institutions.

Bitwise Launches Polygon (MATIC) Fund, Offering Exposure to Leading Ethereum-Scaling Solution

Wednesday, October 20, 2021 - 4:21pm

The strategy seeks to give investors exposure to MATIC, the native cryptoasset of the fast-growing Polygon platform, through a professionally managed investment vehicle.

Key Points: 
  • The strategy seeks to give investors exposure to MATIC, the native cryptoasset of the fast-growing Polygon platform, through a professionally managed investment vehicle.
  • Many are working on Ethereum competitors to solve this, but Polygon has seen breakthrough traction with a uniquely complementary solution that boosts Ethereums speed and efficiency.
  • With the new Bitwise Polygon Fund launching today, were excited to continue helping investors gain access to the expanding set of opportunities emerging in crypto.
  • The custodian of the Bitwise Polygon Fund is Coinbase Custody Trust Company, LLC, the worlds largest crypto custodian.6
    The launch of the Polygon fund follows several other launches by Bitwise earlier this year, including the Bitwise Uniswap (UNI) Fund, the Bitwise Aave (AAVE) Fund, the Bitwise 10 ex Bitcoin Crypto Index Fund, the Bitwise Crypto Industry Innovators ETF (BITQ), and the Bitwise DeFi Crypto Index Fund.

Beese Fulmer Named to CNBC FA 100 List

Wednesday, October 20, 2021 - 2:00pm

CANTON, Ohio, Oct. 20, 2021 /PRNewswire/ --Beese Fulmer Private Wealth Management, a leading Northeast Ohio private investment firm, has been named to the 2021 CNBC FA 100 list of top U.S. registered investment advisors (RIAs).

Key Points: 
  • CANTON, Ohio, Oct. 20, 2021 /PRNewswire/ --Beese Fulmer Private Wealth Management, a leading Northeast Ohio private investment firm, has been named to the 2021 CNBC FA 100 list of top U.S. registered investment advisors (RIAs).
  • Making its debut at #55, Beese Fulmer is the only financial advisory firm in Northeast Ohio on the CNBC FA 100 list.
  • "We are honored to be named to the CNBC FA 100 and appreciate the recognition that a rational strategy is a winning strategy," Fulmer continued.
  • CNBC and AccuPoint Solutions determined the weighting for each category, further refining and ranking the firms, ultimately creating the list of CNBC FA 100.

Matt Schref Joins Chicago Atlantic

Tuesday, October 19, 2021 - 3:53pm

CHICAGO, Oct. 19, 2021 /PRNewswire/ -- Chicago Atlantic Advisers, LLC ("Chicago Atlantic") today announcedMatt Schrefhas joined the firm as Managing Director, Investor Relations based inChicago.

Key Points: 
  • CHICAGO, Oct. 19, 2021 /PRNewswire/ -- Chicago Atlantic Advisers, LLC ("Chicago Atlantic") today announcedMatt Schrefhas joined the firm as Managing Director, Investor Relations based inChicago.
  • Prior to joining Chicago Atlantic, Matt spent time working in alternative investments with Vida Capital.
  • Chicago Atlantic Group ("Chicago Atlantic") is a private market investment firm combining deep expertise with an entrepreneurial approach to multi-asset class investing.
  • Chicago Atlantic combines out-of-the-box thinking and modern technology with proven underwriting to provide investors risk-adjusted returns exceeding traditional markets.

Envestnet to Announce Third Quarter 2021 Results on November 8, 2021

Tuesday, October 19, 2021 - 1:30pm

Envestnet, Inc. (NYSE: ENV), today announced that the Company will release third quarter 2021 financial results on Monday, November 8, 2021 after market close.

Key Points: 
  • Envestnet, Inc. (NYSE: ENV), today announced that the Company will release third quarter 2021 financial results on Monday, November 8, 2021 after market close.
  • The Company will host a conference call and earnings webcast to discuss third quarter 2021 financial results on Monday, November 8, 2021 at 5:00pm ET.
  • The conference call will be webcast live from the Company's investor relations website at https://investor.envestnet.com/ .
  • Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

Interactive Brokers Group Introduces Cryptocurrency Trading for Financial Advisors in the U.S.

Monday, October 18, 2021 - 3:00pm

Adding cryptocurrency trading underscores our ongoing dedication to providing advisors with the investment products and tools they need to successfully manage client portfolios and grow their businesses.

Key Points: 
  • Adding cryptocurrency trading underscores our ongoing dedication to providing advisors with the investment products and tools they need to successfully manage client portfolios and grow their businesses.
  • While initially available to RIAs in the U.S., Interactive Brokers plans to launch the service for financial advisors in other parts of the world, in the future.
  • We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers.
  • Barrons ranked Interactive Brokers #1 with 5 out of 5 stars in its February 26, 2021, Best Online Broker Review.