Category Investment

Gateway Investment Advisers Closes Acquisition of Belmont Capital Group’s Business

Gateway Investment Advisers Closes Acquisition of Belmont Capital Group’s Business

Gateway Investment Advisers (“Gateway”), a pioneer in options-based investment strategies and affiliate of Natixis Investment Managers (“Natixis IM”), today announced the successful closing of its previously announced acquisition of the business of Belmont Capital Group (“Belmont”), a Los Angeles-based provider…

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Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals

Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals

Altruist, the modern custodian transforming how financial advisors serve clients, announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors. With this launch, Altruist delivers an intuitive tool that streamlines advisor productivity by drawing on deep…

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Advisor360° Wins 2025 WealthManagement.com Award for Digital Onboarding Innovation

Advisor360° Wins 2025 WealthManagement.com Award for Digital Onboarding Innovation

Advisor360°, a leading provider of integrated technology for wealth management firms, was named the winner for Client Onboarding/New Account Opening at the 2025 WealthManagement.com Industry Awards (“The Wealthies”). “We’re honored to receive our third Wealthies Award for Digital Onboarding,” said Mike Fanning,…

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Northern Trust Mutual Fund Servicing Relationship with Morningstar Investment Management Extended

Northern Trust (Nasdaq: NTRS) today announced the continuation of its comprehensive asset servicing relationship with Morningstar Investment Management, supporting nine multi-managed registered mutual funds with approximately $5 billion in assets under management. The renewed mandate spans a range of investment…

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KBRA Assigns Preliminary Ratings to BasePoint MCA Securitization II LLC, Series 2025-1

KBRA assigns preliminary ratings to notes issued by BasePoint MCA Securitization II LLC (the “Issuer”). BasePoint MCA Securitization II LLC will issue three classes of Series 2025-1 Notes totaling $102 million. BasePoint Capital LLC (“BasePoint” or the “Company”), a wholly-owned…

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SmartStop REIT Advisors Enters New Retail DST Distribution Partnership With Orchard Securities

SmartStop REIT Advisors Enters New Retail DST Distribution Partnership With Orchard Securities

SmartStop REIT Advisors, LLC (“SRA”), an affiliate of SmartStop Self Storage REIT, Inc. (“SmartStop”) (NYSE: SMA), an internally managed real estate investment trust and a premier owner and operator of self-storage facilities in the United States and Canada, announced a…

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