Soteris Private Wealth has launched an independent advisory firm focused on delivering disciplined planning and objective advice to help individuals and families preserve wealth, live with confidence, and shape an enduring legacy. The name “Soteris” – derived from an ancient…
NFTYDoor, an end-to-end platform for unlocking the $21 trillion in tappable home equity, announced that it is now operating as a fully independent company. This transition enables NFTYDoor to better serve its core partner channels through a significant expansion of…
Marathon Asset Management, a leading global credit manager, today announced that Murad Khaled has joined the firm as a Managing Director, where he will serve as a lead originator across ABL and DL in Europe, reporting to Alex Howell, Head…
BTG Pactual Global Alternatives, a US$10.9 billion division of BTG Pactual focused on specialized alternative investments across the U.S. and Latin America, has announced the appointments of Vincent Ingato as Senior Portfolio Manager and Brian O’Leary as Co-Head of Research…
ServiceMac honored for continued excellence in mortgage servicing performance for third straight year ServiceMac, a mortgage subservicer and a member of the First American family of companies, announced the company earned Fannie Mae’s 2025 Servicer Total Achievement and Rewards™ (STAR™)…
Orion announced that Jeff Schwantz has joined the company as Executive Vice President of Wealth Management Sales. In this role, Schwantz will lead Orion’s Wealth Management Sales organization, overseeing strategic growth initiatives that support continued demand as advisory firms look…
Praxent®, the AI consulting and engineering firm built exclusively for fintech, today announced a strategic growth investment from Delta-v Capital. The investment will accelerate Praxent’s expansion as enterprise financial services firms and technology providers race to embed AI into mission-critical operations.…
Virtus Investment Partners, Inc. (NYSE: VRTS) today reported preliminary assets under management (AUM) of $149.0 billion and other fee earning assets of $1.6 billion for total client assets of $150.6 billion as of March 31, 2026. The change in AUM from December…
Launch of a Bank-Affiliated Bitcoin Exchange-Traded Product Morgan Stanley Investment Management unveiled Morgan Stanley Bitcoin Trust (MSBT), a new exchange-traded product designed to track the performance of bitcoin and provide investors with a structured, transparent way to gain exposure to…
Strategic Leadership Appointment in the San Diego Market BMO Wealth Management announced the appointment of Ali Nafii as Managing Director for the San Diego market, signaling a targeted expansion of its West Region strategy. This leadership move reflects the organization’s…
Expansion of Active Fixed Income ETF Platform by PIMCO The launch of the PIMCO Inflation PLUS Active ETF (PCPI) represents a strategic addition to the firm’s expanding exchange-traded fund lineup, reinforcing its long-standing commitment to innovation within active fixed income…
Adjournment of Shareholder Meetings and Voting Continuation MFS Investment Management announced the adjournment of the special meetings of shareholders for MFS High Income Municipal Trust and MFS Investment Grade Municipal Trust, with both meetings rescheduled to April 7, 2026, at…
