Recent Headlines
Within Asset Management

CapitaLand Launches Second S$400 Million Logistics Private Fund in India

CapitaLand India Logistics Fund II will grow the Group’s funds under management reinforcing its position as one of the world’s leading real estate fund managers. - July 22, 2021 - CapitaLand Investment Limited

Kentucky Housing Market Stabilizing

Buyers willing to wait as price growth expectations abate. - July 14, 2021 - WAIN Street

Horizon Financial Services, LLC and Advisory Alpha Form a Strategic Partnership

Horizon Financial Services, LLC to expand its planning services, strengthen its infrastructure and provide clients with a broader range of investment choices with its recent strategic partnership with Advisory Alpha. - July 13, 2021 - Horizon Financial Services, LLC

KL Winterbourne Associates – El Salvador Looks to Bitcoin as New Legal Tender

President Nayib Bukele plans to formally recognize Bitcoin as currency, with some believing that Paraguay will follow suit. - July 05, 2021 - KL Winterbourne Associates

Stansberry Asset Management Appoints Austin Root as Chief Investment Officer

Stansberry Asset Management, LLC (“SAM”), a registered investment advisory firm, announced that Austin Root has joined the firm as the new Chief Investment Officer, effective July 1. “Austin has worked at some of the most renowned firms on Wall Street,” said Molly Lienesch,... - July 02, 2021 - Stansberry Asset Management

Kentucky Home Prices Leveling Off

Increased price-cutting by sellers as homebuyer enthusiasm tempers. - June 23, 2021 - WAIN Street

JC Rothchild General - NZ Economic Recovery Stronger Than Expected

Better than expected Q1 growth could prompt RBNZ to hike interest rates sooner, say economists at JC Rothchild General. - June 22, 2021 - JC Rothchild General

PK Dryden Associates - Australia and UK Agree to Free Trade Deal

In a win for jobs, free trade and businesses, the UK and Australia have agreed to Britain’s first free trade agreement since Brexit. - June 18, 2021 - PK Dryden Associates

RoZetta Technology Awarded Best Tick Data Management Platform

RoZetta Technology awarded the 2021 TradingTech Insight USA Award for Best Tick Data Management Platform. Ensuring organisations have cost-effective and easy access to the burgeoning amount of data needed to support their analytic, trading, risk management and compliance activity, is where RoZetta... - June 18, 2021 - RoZetta Technology

C&C Financial Group, LLC Launches “Open Access” Financial Planning Firm in Houston, Texas

Today at the launch Event, C&C Financial Advisory announced the firm’s focus on working with individuals and families who value financial security over promises of “quick riches.” “We think of ourselves as a thinking partner for our clients as we help them fortify their... - June 12, 2021 - C&C Financial Advisory

Peoples Processing Promotes Manoj Naik to Head of Global Mortgage Operations

Peoples Processing Inc. announced today that it has recently promoted Manoj Naik to Head of Global Mortgage Operations. In his new role, Manoj will be responsible for overall client delivery/operations across the globe. Manoj provides guidance and leadership to a diverse team of employees spread... - June 11, 2021 - Peoples Processing

KL Winterbourne Associates - Brazil Records Better Than Expected Growth in Q1

Brazilian economic growth surprises in first quarter as economy returns to pre-pandemic level. - June 03, 2021 - KL Winterbourne Associates

JC Rothchild General - Australian Job Market Strengthens

Australian job market recovers well but RBA still inclined to hold interest rates steady say analysts at JC Rothchild General. - May 27, 2021 - JC Rothchild General

The Nathan Agencies Become Livictus Financial Services

The Nathan Agencies proudly announces its new name, Livictus Financial Services. The Nathan Agencies, a premier financial planning firm in Western Massachusetts, is changing its name to Livictus Financial Services. Christian Sulmasy, Owner of Livictus, stated, “We are excited about our... - May 25, 2021 - Livictus Financial Services

Global Private Equity Partners Provides Financing for Development of One of Europe's Largest Wind Farm Projects in Several Locations

The Wind Farm Project is to have a combined capacity of over 150 MW, providing electricity to over 100,000 households from renewable energy sources. Global Private Equity Partners provides total funding of EUR 144 Million. Global Private Equity Partners holds 33% of the Corporate Shares which are... - May 17, 2021 - Global Private Equity Partners

New Woman-Owned Consultancy Aims to be Mortgage Industry’s Trusted Advisor

“Unprepared is Unacceptable.” - New Consultancy, Consigliera, Founded to Assist Mortgage Servicing Industry Through New Era of Regulatory Scrutiny, Focusing on Readiness, Innovative Solutions and Meaningful Connection with the Default Consumer. - May 11, 2021 - Consigliera LLC

Award Winning Professor, Author and Financial Advisor Joins ARGI

ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Dr. Ron A. Rhoades, J.D., CFP® has joined the firm as a Financial Advisor and Content Specialist. Currently, Dr. Rhoades serves as Director for Western Kentucky University’s Personal... - May 08, 2021 - ARGI Financial Group

JMS Financial Forecasts an Electrifying Year Ahead for EVs

According to JMS, the global market for electric vehicles is expected to expand from USD 121.8 billion in 2020 to USD 236.3 billion in 2027, with a CAGR of 10.6% between 2021 and 2027. - May 07, 2021 - JMS Financial

CapitaLand Acquires Its First Hyperscale Data Centre Campus in China for RMB3.66 Billion

Expansion into one of the world’s largest data centre markets reinforces CapitaLand’s ambition to grow data centres into a global business. - May 06, 2021 - CapitaLand Investment Limited

JC Rothchild General: Australia’s COVID Win Boosts Economy

Australia’s management of the coronavirus health crisis has enabled its economy to recovery more quickly after a less severe contraction than its peers. - April 30, 2021 - JC Rothchild General

RPA to Host Virtual Continuing Education Seminar Trustee University for Missouri Plan Trustees

May 4 virtual event helps DC retirement committee members satisfy state’s annual continuing education requirement. - April 28, 2021 - Retirement Plan Advisors

Saint James Holding and Investment Company Announces Acquisition of Victura Construction Group and Provides Shareholder Update

Saint James Holding and Investment Company Trust (SJT) announces that it has acquired Victura Construction Group, Inc. (OTC: VICT), a holding company focused on strategic acquisitions within the construction industry and provides updates to its shareholders. Management Commentary: Contract Mining... - April 28, 2021 - Saint James Holding and Investment Co.

European Based Private Investment Firm Received USD $875 Million of Equity Financing from Global Private Equity Partners

Proceeds from the Financing will be used to Fund Business Growth and for general Corporate expansion purposes. - April 28, 2021 - Global Private Equity Partners

SimplyBiz Appoints Hoxton Capital Management to Pension Transfer Bureau

SimplyBiz has announced the appointment of Hoxton Capital Management to its DB pension transfer referral bureau panel. Hoxton, through its global companies and network, offers an international service, meaning it is able to conduct cases for clients not only in the UK, but also the EU, US,... - April 28, 2021 - Hoxton Capital Management

Da Vinci Increases Investment in DataArt

Emerging markets private equity firm Da Vinci Capital has closed a follow-on investment in global software engineering company DataArt. Da Vinci Capital made its initial investment in DataArt in 2018. Despite the COVID-19 pandemic in 2020, DataArt achieved record annual revenue up over 15% from... - April 15, 2021 - Da Vinci Capital

Sexton Advisory Group Reveals Top Retirement Risks to Address in 2021

As More Americans Face Early Retirement, Financial Consultant Steve Sexton Shares Important Risk Management Tips. - April 15, 2021 - Sexton Advisory Group

Ascendas India Trust Secures Maiden S$100 Million Sustainability-Linked Loan from UOB

Securing the Trust’s maiden sustainability-linked loan facility is testament to the Trust’s effort in minimising its environmental footprint - April 15, 2021 - CapitaLand Investment Limited

Fundacion Génesis Empresarial Sees 3x Lower Loan Defaults After Using Alternative Credit Data by Innovative Assessments

Fundación Génesis Empresarial has partnered with IAssessments to assist in their risk assessments and loan origination processes. Génesis Empresarial, a Guatemala based foundation specialized in economic and social development, originally tested Worthy Credit during 2018. They... - April 14, 2021 - Innovative Assessments

Global Private Equity Partners Provided a USD $575 Million Loan for Power Plant

Global Private Equity Partners provided a USD $575 Million Loan to set up an 800 megawatt (MW) Power Plant in the South Western region of Asia. The plant, operating on the latest technology, will help meet the south Asian Country’s growing demand for clean energy, said Global Private Equity... - April 13, 2021 - Global Private Equity Partners

Kentucky Home Price Growth to Moderate on Low Inventory

Opportunity for single-family rental investors as first-time buyers get priced out. - April 10, 2021 - WAIN Street

Peoples Processing Appoints Rich Kean as Senior Manager, Client Engagement

Peoples Processing, Inc., a DBA of Direct Mortgage, Corp., announced today that it has recently appointed Rich Kean as Senior Manager, Client Engagement. In this new role, Rich will be responsible for bringing in and managing new strategic partnerships with marquee clients. Before joining Peoples... - April 10, 2021 - Peoples Processing

Global Private Equity Partners Provides a USD $650MM Loan for European-Based International Energy Company

Global Private Equity Partners provided a USD $650MM Loan for European-based International Energy Company for their energy and wholesale marketing divisions. The facility supports Company's oil product purchase and storage, energy and wholesale marketing, logistics and merchant activities. Global... - April 05, 2021 - Global Private Equity Partners

Longshore Capital and Revco Solutions Acquire ARMC Financial Services

Revco Solutions is pleased to announce the acquisition of ARMC Financial Services, a healthcare revenue cycle management company that specializes in insurance denial management - helping hospitals collect revenue that is improperly denied by insurance carriers. - March 31, 2021 - Revco Solutions

WealthScope Financial Presents Financial Education to Residency Programs at Geisinger Hospital

Financial Advisors in Allentown PA offer financial educational seminars to residency programs at hospitals and schools around the country. - March 30, 2021 - WealthScope Financial

WealthScope Financial Announces the Opening of New Office in Allentown, PA

Financial Consulting firm relocates to Commerce Corporate Center located just off the North East extension of the PA turnpike. - March 19, 2021 - WealthScope Financial

KL Winterbourne Associates - Vaccine Delays Threaten EU Recovery

KL Winterbourne Associates warns that delay in EU vaccine rollout could damage the region’s prospects for economic recovery. - March 18, 2021 - KL Winterbourne Associates

On a Time Capsule to the Moon with 1200 Artists and One A.I.

The Peregrine Collection assembles thousands of artistic and literary works from 1200 international artists and writers - and an OpenAI-based machine poet - on a time capsule scheduled for launch in late 2021 via Astrobotic's Peregrine Lunar Lander to the Moon. - March 11, 2021 - Incandence

Kentucky Housing Market Roars Into Spring

Hot sellers market to worsen buyer affordability challenges. - March 11, 2021 - WAIN Street

Hoxton Capital Management Surpasses GBP 500 Million (USD 691 Million) in Assets Under Management

The milestone comes less than 3 years since the firm’s initial launch in April 2018. - March 10, 2021 - Hoxton Capital Management

Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List 2021

Williams Asset Management announces that its President and Founder, Gary Williams, CFP®, CRPC®, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2021. - March 04, 2021 - Williams Asset Management

Sam Verma, CEO, Features Among Most Influential CEOs to Watch Globally

Peoples Processing, Inc., a DBA of Direct Mortgage, Corp., announced today that their CEO, Sam Verma has recently been featured as the most influential CEOs to watch globally by Innovative Zone magazine. “For Peoples Processing, it has always been about delivering value consistently for... - March 01, 2021 - Peoples Processing

Does Money Buy Happiness? No. But, Structured Financial Plans May Result in a Stress-Free Life - Hoxton Capital Management Study

Statistically, people who have financial plans in place are less stressed than those who do not have any detailed financial plans. - February 25, 2021 - Hoxton Capital Management

Sexton Advisory Group Discusses 5 Things to Know When Considering a ROTH IRA Conversion

Financial Consultant Steve Sexton Shares the Perks and Pitfalls of a ROTH Conversion - February 20, 2021 - Sexton Advisory Group

NPPG Expands Employer Retirement Plan Services as a Pooled Plan Provider

NPPG announced that the company will serve as the Pooled Plan Provider (PPP) to the Lockton Companies, LLC (Northeast Series) Pooled Employer Plan (PEP), EZ Flex 401(k). NPPG’s Florida office, formerly Pinnacle Financial Services, a leader in the MEP/PEP industry, will serve as the... - February 17, 2021 - NPPG, Inc.

Recent Headlines Within Asset Management

Recent Headlines
Within Asset Management