Recent Headlines
Within Asset Management
Concord Servicing Names Kyle Derry as Chief Operating Officer
In his new role as COO, Derry will manage daily operations at Concord while implementing growth strategies to help the company meet its business objectives. - August 03, 2023 - Concord Servicing
Concord Servicing Acquires Arizona-Based Loan Servicer Equiant
As the loan servicing industry continues to consolidate, leaders at Concord and Equiant see this acquisition as the catalyst that will help them drive strategic growth – and serve their customers more efficiently and effectively. - July 31, 2023 - Concord Servicing
Alternative Liquidity Capital Announces Offer to Purchase Shares in Morgan Creek Global Equity Long/Short Institutional Fund
Alternative Liquidity Index, LP, a Delaware limited partnership (the “Purchaser”), today announced an offer to purchase up to 343 (the “Shares”), of Morgan Creek Global Equity Long/Short Institutional Fund (the “Fund”). The Fund’s share repurchase program... - July 28, 2023 - Alternative Liquidity GP LLC
Wigen Financial Services LLC, and Founder James R. Wigen Announces Name Change to Independent Financial Management LLC or IFM
Wigen Financial Services LLC, a registered investment advisor representative announced today that it has changed its name to Independent Financial Management LLC or IFM. Founder of IFM, James R. Wigen, changed the name to better represent the growth his company will experience with hiring new financial advisors, and did not want them growing their business under his last name. - July 24, 2023 - Independent Financial Management LLC
Crypto Lists Announces Tom White as New Partner
Trusted crypto and casino comparison site moves its Head of Content into senior leadership in an exciting move for the review site with new heights in sight. - July 11, 2023 - Crypto Lists Ltd.
Charles Calloway and Associates Launches Financial Empowerment Program, Revolutionizing Women's Financial Literacy
Charles Calloway and Associates, a leading financial advisory firm, is proud to unveil its innovative financial empowerment program exclusively designed for women. This initiative marks a significant milestone in the realm of women's financial literacy, aiming to revolutionize how women approach and engage with their finances. - July 07, 2023 - Charles Calloway
Fenrir Asset Management Achieves Stellar Performance with 6.63% Return in June, Influencing Over €4,1 Billion in Assets
Fenrir Asset Management, an international investment firm established in 2018, is thrilled to announce a significant achievement in its performance. The firm, in conjunction with its subordinates, has successfully generated a 6.63 percent return for its clients in June, managing both directly and... - July 04, 2023 - Fenrir Asset Management
Alternative Liquidity Index LP announces an extension of the Solicitation of Offers for Shares in LF Equity Income Fund
Alternative Liquidity Index LP has extended the expiration date with respect to their Solicitation of Offers for Share in LF Equity Income Fund. The Purchasers are extending this offer in order to give investors more time to complete documentation required to submit offers to tender... - July 02, 2023 - Alternative Liquidity GP LLC
Crypto Lists Hits 200 Bitcoin Reviews Milestone
The fast-growth crypto review site achieves major milestone in iGaming diversification drive. - June 23, 2023 - Crypto Lists Ltd.
Fenrir Asset Management Unveils AI-Driven Investment Strategy
Fenrir Asset Management, a leading hedge fund, has announced a groundbreaking investment strategy powered by artificial intelligence (AI). The new strategy, named "Odin," uses machine learning algorithms to analyze extensive financial data, adapt to changing market conditions, and identify profitable investment opportunities. This innovative approach, combined with Fenrir's diverse range of existing investment strategies, positions the firm to navigate market complexities. - June 22, 2023 - Fenrir Asset Management
Fieldcode to Host Webinar on Automating Service Dispatching with Fieldcode's Optimizer
The webinar is open to professionals in the Field Service Industry, Service Managers, Operations Executives, and anyone interested in enhancing their service dispatching processes. To register for the webinar, visit: https://fieldcode.com/en/resources/blog/webinar-automate-your-service-dispatching-and-meet-your-productivity-goals - June 17, 2023 - Fieldcode
More Retirement and Wealth Management Information is Now Available on MatthewJames.com
Matthew James Tax & Wealth Management has released a much larger website with articles specifically focused on Retirement Planning, Tax Strategy, Wealth Management, Long-term care planning, Risk Management, and Estate Planning. - June 16, 2023 - Matthew James
CapitaLand Investment Elevates Its ESG Efforts with Refreshed 2030 Sustainability Master Plan
The Master Plan integrates its 2050 Net Zero carbon emissions commitment, introduces new social targets, and increases focus on governance. - June 06, 2023 - CapitaLand Investment Limited
Fenrir Asset Management Announces Multi-Strategy Approach to Investment
Fenrir Asset Management, a leading hedge fund, has announced its innovative multi-strategy approach to investment. The firm's diverse strategies include Equity-Oriented investments, Private Equity and Private Credit, Distressed Securities, Non-Distressed Debt, Hedge/Arbitrage positions, Real Estate-Related Securities, Commodities Trading, and Portfolio Volatility Protection. This approach is designed to navigate complex market conditions and identify unique investment opportunities. - June 06, 2023 - Fenrir Asset Management
Crypto Lists Creates Crypto Tax Guide for Enthusiasts and Investors
Crypto Lists Ltd., a leading review platform specializing in cryptocurrencies and iGaming, has announced the launch of a new, comprehensive guide to crypto taxes around the world. - June 01, 2023 - Crypto Lists Ltd.
Group Plan Systems adds Envestnet Retirement Solutions as 3(38) to PEP
Group Plan Systems, LLC (GPS), an independent fiduciary for employer-sponsored retirement plans, has added Envestnet Retirement Solutions (ERS) as another ERISA 3(38) fiduciary option for banks, broker-dealers, and investment advisers looking to outsource investment management for employers... - May 27, 2023 - Group Plan Systems
Crypto Lists Launches Gamified Casino Roulette Site Selector
A new addition to the Crypto Lists website promises a fun and unique way for readers to discover top-rated crypto casinos. - May 18, 2023 - Crypto Lists Ltd.
Alternative Liquidity Capital Offers to Purchase Shares from Woodford Investors
Alternative Liquidity Capital has announced an offer to purchase shares in the LF Equity Income Fund, formerly known as the Woodford Equity Income Fund. This Offer provides an opportunity for investors to exit their investment. - May 16, 2023 - Alternative Liquidity GP LLC
Fenrir Asset Management Influence Extends Over €4 Billion in Assets
Fenrir Asset Management, an international investment firm established in 2018, is proud to announce that its influence now extends to over €4 billion in assets. These assets are indirectly influenced by Fenrir through a range of partnerships, strategic alliances, and investment advisory services, showcasing the firm's commitment to delivering exceptional results for its clients and partners. - May 10, 2023 - Fenrir Asset Management
Spool Announces New Partnership with Kunji Finance Ahead of Spool V2 Release
A Strategic collaboration to enhance DeFi investment products and user experience. - May 08, 2023 - Kunji Finance
Fieldcode Extends the Market Capabilities for its Clients with Access to Over 5000 Highly Skilled Technicians and Contractors Worldwide
Access more than 5000 highly skilled field service technicians worldwide Increase your brand recognition with our exclusive onsite services offering. Tap into external resources and empower your business with FSM software and unlock the power of onsite services everywhere with Fieldcode. - May 07, 2023 - Fieldcode
Fieldcode's Live Event Showcases the Power of Process Automation for Customer Engagement Within Field Services
Fieldcode's Live Event Showcases the Power of Process Automation for Customer Engagement within Field Services. - May 05, 2023 - Fieldcode
CapitaVoucher to Go Fully Digital from 1 July 2023
Acceptance of physical CapitaVoucher as a payment mode will cease from 1 July 2023; Consumers can convert physical CapitaVoucher(s) to STAR$® at 11 selected CapitaLand malls from 2 May to 30 September 2023. - May 03, 2023 - CapitaLand Investment Limited
Van De Mark Agency Announces New Financial Service to Help Business Owners Claim Accurate Employee Retention Tax Credit (ERTC)
Van De Mark Agency has announced a new financial service designed to help business owners accurately claim the Employee Retention Tax Credit (ERTC). The ERTC is a valuable source of cash for businesses that have been impacted by the COVID-19 pandemic, but many businesses have not been able to claim the full credit due to the complexity of the rules and the requirements for documentation. - May 01, 2023 - Van De Mark Agency
Canada Asset Management Group Opens New Research Office in Toronto
Canada Asset Management Group’s recent opening of a research center in Toronto's financial district, Exchange Tower, marks a significant milestone in the company's history. - May 01, 2023 - Canada Asset Management Group
Concord Servicing Announces New Partnership with ORKA Finance
Concord Servicing will become a loan sub-servicer for ORKA Finance, a lender that creates loan products for solar contractors and their small business customers to finance solar projects. As a loan sub-servicer for ORKA, Concord will provide solutions including billing and payment processing, re-amortizations and reporting, as well as overseeing delinquent accounts. - April 27, 2023 - Concord Servicing
Verivend Introduces Digital Signature Functionality for Streamlined Private Capital Transactions
Leading payments platform enhances signature management with seamless digital signing capabilities. - April 27, 2023 - Verivend
Francisco Soler Joins MAS Advisors
MAS Advisors, LLC, a Miami investment advisory firm, has announced the hiring of Francisco Soler as Senior Vice President and Chief Investment Officer effective April 3, 2023. "I am proud to rejoin an incredibly dynamic and talented team of professionals. MAS is a solidly established business... - April 26, 2023 - MAS Advisors, LLC
Ascott Unveils New Target to Double Fee Revenue to Over S$500 Million in Next Five Years
New signings of over 4,000 units in 1Q propel Ascott to exceed current target of 160,000 units. - April 26, 2023 - CapitaLand Investment Limited
Gary S. Williams of Williams Asset Management Honored in Forbes Best-in-State Wealth Advisors List in Maryland for 2023
Williams Asset Management, an independent investment and financial planning firm in Columbia, Maryland, announced that its Founder, Gary S. Williams, CFP®, CRPC, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2023. The list is published on Forbes.com. According... - April 22, 2023 - Williams Asset Management
Crypto Lists Outpaces Competitors with 150 Crypto Casino Reviews
In a major milestone, the site, CryptoLists.com, now features 150 reviews of top crypto casinos in remarkable iGaming drive. - April 21, 2023 - Crypto Lists Ltd.
Retirement Investments Aligned with Riskalyze Platform
Intellicapital Advisors LLC implements Riskalyze for retirement investments, using Nobel Prize-winning framework to quantify risk. - April 18, 2023 - Intellicapital Advisors LLC
CapitaLand Investment to Acquire Six Multifamily Assets in Osaka, Japan for Its Regional Core-Plus Private Fund for S$141.4 Million (US$105.9 Million)
CapitaLand Open End Real Estate Fund diversifies its portfolio with entry into multifamily sector. - April 14, 2023 - CapitaLand Investment Limited
CapitaLand Investment Strengthens Investment Bench Strength with Key Appointments in Japan and China to Accelerate Growth
CapitaLand Investment Limited (CLI) will strengthen its senior management and investment bench strength with two key appointments in Japan and China. CLI has appointed Mr Hideto Yamada as Managing Director for Japan from 17 April 2023, and Ms Kara Wang as Chief Investment Officer (CIO) for CLI... - April 14, 2023 - CapitaLand Investment Limited
CapitaLand Expands eCapitaVoucher Acceptance Points to 4 Shopping Malls Under Cuscaden Peak Investments
In a major boost to its digital shopping voucher programme, CapitaLand has expanded the acceptance points of eCapitaVoucher to four shopping malls under the Cuscaden Peak Investments Private Limited (“Cuscaden Peak Investments”) portfolio, namely Paragon, The Clementi Mall, The Rail... - April 14, 2023 - CapitaLand Investment Limited
Retirement Plan Executive Joins PRI and GPS
The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023. “We are excited to bring someone of Annie’s caliber into our firm,” said Jason C. Roberts,... - March 17, 2023 - Group Plan Systems
Crypto Lists First to Reach 100 Bitcoin Casino Reviews
The review site Crypto Lists passes a major milestone today as they celebrate the publication of their one hundredth Bitcoin casino review. - March 11, 2023 - Crypto Lists Ltd.
Crypto Lists Celebrates 100 Crypto Casinos Milestone
The Crypto Lists organisation is overjoyed to reach 100 reviews of the best crypto casinos that are available around the world. - March 10, 2023 - Crypto Lists Ltd.
Alternative Liquidity Capital Extends Tender Offer for Ohio Valley University Bonds
Alternative Liquidity Index LP has extended the expiration date with respect to their offer to purchase for cash up to a maximum of $5,000,000 in combined par amount of the (i)The County Commission of Wood County, West Virginia Tax-Exempt Subordinate Refunding Revenue Bonds (Ohio Valley University,... - March 09, 2023 - Alternative Liquidity GP LLC
Concord Servicing Announces New Partnership with Home Run Financing
Concord Servicing is pleased to announce that it will become the loan servicing provider for Home Run Financing, a lender offering innovative home improvement financing solutions for residents in more than 830 communities across California, Missouri and Florida. The company will provide complete loan servicing and reporting for the entire Home Run Financing loan portfolio, powered by Concord’s leading technology platform. - February 27, 2023 - Concord Servicing
CapitaLand Investment Establishes China Data Centre Development Fund with S$1 Billion Investments
CapitaLand China Data Centre Partners will develop two hyperscale data centres in Greater Beijing, bringing CapitaLand’s data centre portfolio to 26 across Asia and Europe. - February 26, 2023 - CapitaLand Investment Limited
401GO Partners with DriveWealth
Partnership offers more retirement options for small businesses and advisors. - February 23, 2023 - 401GO
CapitaLand Hope Foundation Expands Hope School Programme to Pune to Offer Quality Education to Over 500 Children
Third school under the programme in India extends the Group’s support to over 28,500 children across 32 schools in India, China and Vietnam. - February 16, 2023 - CapitaLand Investment Limited
2022 Year in Review: a Pivotal Year of Transformation for Concord Servicing
Since the company’s inception more than 30 years ago, Concord Servicing has driven strong loan portfolio performance for customers through their investments in people, innovation, technology, and world-class service. Looking back at key highlights from 2022, it is evident this past year was a... - February 09, 2023 - Concord Servicing
Williams Asset Management Named One of the Largest Wealth Management Companies in the Baltimore Business Journal
Williams Asset Management, a leading wealth management firm located in Columbia, Maryland, has been named one of the Largest Wealth Management Companies in the Baltimore Business Journal. The Baltimore Business Journal’s annual list recognizes the top wealth management companies in the... - February 01, 2023 - Williams Asset Management
Crypto Lists Test 215 Casino Game Developers
Crypto Lists is widening their visitor offering and are now showcasing extensive reviews of casino developers. The first release of this section boasts an impressive 215 of the best developers for slots and live casino games. - January 21, 2023 - Crypto Lists Ltd.
Alternative Liquidity Capital Announces Offer to Purchase Jade Power Trust CVRs
Alternative Liquidity Index LP has announced an offer to purchase up to 2,002,000 Contingent Value Rights (the “CVRs”) of Jade Power Trust (the “Issuer”), at a price of $0.2 (2 cents) in US Dollars per CVR. - January 18, 2023 - Alternative Liquidity GP LLC
Prism Capital Management, LLC Launches New Website
Prism Capital Management, a financial advisor in Mount Vernon, WA, is excited to announce the launch of their new website, PrismAdvisor.com. The financial world can be very complicated, and their website was designed to share resources and market updates with their perspective on some of the most... - January 10, 2023 - Prism Capital Management, LLC
Capitaland Investment’s Global Sustainability Leadership Recognised on Dow Jones Sustainability Indices in 2022
CapitaLand’s 11th consecutive year on the World Index and 14th straight year on the Asia Pacific Index demonstrate its consistently strong sustainability performance. - December 14, 2022 - CapitaLand Investment Limited
Alternative Liquidity Capital Announces Extension of Offer to Purchase Shares in Seychelle Environmental Technologies, Inc.
Alternative Liquidity Index LP has extended their tender offer for the Shares of Seychelle Environmental Technologies, Inc. The Purchasers are extending this offer in order to give investors more time to complete the documentation required to participate in the Offer. - December 11, 2022 - Alternative Liquidity GP LLC