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Recent Activities

Activities between Nov. 15, 2024, 7:57 p.m. and Nov. 22, 2024, 7:57 p.m. from: Asset And Wealth Management.

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Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory

Document Date: Nov. 21, 2024, 2:08 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Bailiwick of Jersey
Buyer: Target: Document Extract: Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory.
Document Source: https://www.prnewswire.com/news-releases/steward-partners-acquires-mainstay-wealth-management-continuing-rapid-growth-trajectory-302312630.html (archive.org page / archive.org listing)


AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

Document Date: Nov. 21, 2024, 1:30 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Through the integration of TIFIN Sage's AI capabilities, AssetMark aims to enable its investment consultants to rapidly gather insights, align advisory firm inputs, and deliver tailored model portfolios for an advisor's practice with greater efficiency. This increased scalability not only meets the rising demand within AssetMark's advisor network for individualized investment services but also empowers the organization to engage with incremental firms while preserving AssetMark's exceptional service quality. " We are excited to partner with AssetMark, a leader in wealth management, to integrate TIFIN Sage's advanced AI-powered platform into its consulting process ," said Brooke Juniper, Chief Executive Officer of TIFIN Sage. " This partnership enables AssetMark to scale its comprehensive, high-touch portfolio construction services, equipping advisors to refine the client experience and deliver enhanced wealth outcomes ." David McNatt, EVP of Investment Solutions at AssetMark, commented, "The collaboration with TIFIN Sage is another step in our transformative journey to integrate AI-driven insights directly into our platform.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985205/0/en/AssetMark-Adds-TIFIN-AI-Capabilities-to-Enhance-and-Scale-its-Industry-Leading-Wealth-Management-Platform.html (archive.org page / archive.org listing)


AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

Document Date: Nov. 21, 2024, 1:30 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform. BOULDER, Colo. and CONCORD, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) - TIFIN Sage, an advanced AI-powered investment platform and a division of TIFIN, is pleased to announce an expanded collaboration with AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors. AssetMark will incorporate TIFIN Sage's cutting-edge AI capabilities into its wealth management platform through its investment consulting services, enabling AssetMark to streamline high-touch, personalized engagements. Through the integration of TIFIN Sage's AI capabilities, AssetMark aims to enable its investment consultants to rapidly gather insights, align advisory firm inputs, and deliver tailored model portfolios for an advisor's practice with greater efficiency. This increased scalability not only meets the rising demand within AssetMark's advisor network for individualized investment services but also empowers the organization to engage with incremental firms while preserving AssetMark's exceptional service quality.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985205/0/en/AssetMark-Adds-TIFIN-AI-Capabilities-to-Enhance-and-Scale-its-Industry-Leading-Wealth-Management-Platform.html (archive.org page / archive.org listing)


AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

Document Date: Nov. 21, 2024, 1:30 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: TIFIN Sage's AI technology helps us empower more advisor practices and drive client outcomes in a rapidly evolving wealth management landscape ." Building on AssetMark's successful collaboration with TIFIN Give (another TIFIN subsidiary) , this agreement reinforces a shared commitment to driving innovation and delivering impactful wealth solutions that elevate outcomes for advisors and their clients. The AssetMark and TIFIN GIVE relationship has empowered financial advisors and their clients with a modern donor-advised fund (DAF) solution, designed to streamline charitable giving and enhance the impact of philanthropic and tax planning efforts. About TIFIN Sage. TIFIN Sage is an advanced AI-powered investment platform that utilizes state-of-the-art technology to empower financial advisors and home office professionals, enhancing the client experience with personalized, efficient portfolio construction and management.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985205/0/en/AssetMark-Adds-TIFIN-AI-Capabilities-to-Enhance-and-Scale-its-Industry-Leading-Wealth-Management-Platform.html (archive.org page / archive.org listing)


Lightman Capital Joins Bison

Document Date: Nov. 21, 2024, 3:17 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Merger / Region: Atlanta
Protagonist: Document Extract: ATLANTA, Nov. 21, 2024 /PRNewswire/ - Bison has announced Lightman Capital, a private wealth management practice led by Becky Lightman, is joining the firm.
Document Source: https://www.prnewswire.com/news-releases/lightman-capital-joins-bison-302313065.html (archive.org page / archive.org listing)


Lightman Capital Joins Bison

Document Date: Nov. 21, 2024, 3:17 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Florida
Investor: Protagonist: Target: Document Extract: Bison is expanding its presence in Florida with the addition of Lightman Capital.
Document Source: https://www.prnewswire.com/news-releases/lightman-capital-joins-bison-302313065.html (archive.org page / archive.org listing)


Betterment Expands Charitable Giving with Donor-Advised Funds from Daffy

Document Date: Nov. 20, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Daffy.org, the modern platform for charitable giving, announces a new integration with Betterment, a leading digital-first wealth management platform, allowing Betterment customers to easily donate low-cost-basis securities to more than 1.5 million U.S. charities through Daffy's donor-advised fund (DAF) . With this integration, Betterment's 900,000+ customers can donate appreciated shares from their Betterment taxable accounts to Daffy and easily manage their donations by setting up a Daffy account for a low monthly fee. Betterment's platform automatically selects the lowest cost-basis investments held over a year, maximizing tax savings, and seamlessly transfers the shares to Daffy. This generates an immediate tax deduction for the customer, while Daffy invests those funds tax-free in the customer's chosen portfolio. When inspired to give, customers can easily donate to nearly any U.S. charity, including schools, faith - based organizations, and international aid groups, using Daffy's iOS app or web platform.
Document Source: https://www.businesswire.com/news/home/20241120656554/en/Betterment-Expands-Charitable-Giving-with-Donor-Advised-Funds-from-Daffy (archive.org page / archive.org listing)


MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth

Document Date: Nov. 20, 2024, 3:14 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Minnesota
Buyer: Target: Document Extract: OMAHA, Neb., Nov. 20, 2024 /PRNewswire/ - MAG Wealth Management announced its acquisition of Ovation Wealth Advisors and its subsequent rebranding to Carson Wealth.
Document Source: https://www.prnewswire.com/news-releases/mag-wealth-management-acquires-ovation-wealth-advisors-rebrands-as-carson-wealth-302311656.html (archive.org page / archive.org listing)


Partners Group Introduces New Infrastructure Evergreen Fund in Canada

Document Date: Nov. 19, 2024, 5 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: Canada
Partnership: Document Extract: Partners Group1, one of the largest firms in the global private markets industry, announced today that it is introducing access to Partners Group Next Generation Infrastructure to eligible Canadian accredited investors through a partnership with iCapital, the global fintech platform driving access to alternative investments for the wealth management industry. This offering will allow eligible Canadian accredited investors to gain access to Partners Group Next Generation Infrastructure through the Partners Group NXGN Infrastructure Canada (Access Fund) ("Fund") 2 on iCapital's alternative platform. The Fund will be managed by iCapital Network Canada Ltd., a Canadian investment fund manager. The Fund is the latest in a series of evergreen funds that Partners Group has introduced this year, building on the firm's status as one of the pioneers in developing innovative solutions to help a growing number of individual investors access private markets. Partners Group has run private markets focused evergreens since 2001 and is now expanding to additional asset classes for its evergreen solutions.
Document Source: https://www.businesswire.com/news/home/20241119736445/en/Partners-Group-Introduces-New-Infrastructure-Evergreen-Fund-in-Canada (archive.org page / archive.org listing)


Citigroup Center in Downtown Miami Announces Over 50,000 SF of New Leasing Activity

Document Date: Nov. 19, 2024, 1:33 p.m. / Source: Business Wire
Activity Class: LocationActivity / Type: Removed
Location_Removed_By: Location: Document Extract: Boreal Capital Management, an international wealth management services firm, signed a lease for 12,500 square feet of office space, relocating from Brickell.
Document Source: https://www.businesswire.com/news/home/20241119332744/en/Citigroup-Center-in-Downtown-Miami-Announces-Over-50000-SF-of-New-Leasing-Activity (archive.org page / archive.org listing)


Citigroup Center in Downtown Miami Announces Over 50,000 SF of New Leasing Activity

Document Date: Nov. 19, 2024, 1:33 p.m. / Source: Business Wire
Activity Class: LocationActivity / Type: Removed
Location_Removed_By: Location: Document Extract: Citigroup Center, an 810,000-square-foot, 34-story trophy tower in downtown Miami and the second-largest Class A office building in Florida, today announced that it has executed approximately 51,000 square feet in leasing agreements.
Document Source: https://www.businesswire.com/news/home/20241119332744/en/Citigroup-Center-in-Downtown-Miami-Announces-Over-50000-SF-of-New-Leasing-Activity (archive.org page / archive.org listing)


Financial Advisor Jason L. Zachter joins UBS in New York City

Document Date: Nov. 21, 2024, 3 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: Manhattan
Role: Person: Organization: Document Extract: UBS Wealth Management today announced that Jason L. Zachter has joined the firm as a Managing Director and Financial Advisor in Manhattan.
Document Source: https://www.businesswire.com/news/home/20241121427552/en/Financial-Advisor-Jason-L.-Zachter-joins-UBS-in-New-York-City (archive.org page / archive.org listing)


Praxis Solutions Welcomes Andre Hatibi as Senior Vice President of Business Development

Document Date: Nov. 21, 2024, 11 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: San Diego
Role: Person: Organization: Document Extract: SAN DIEGO, Nov. 21, 2024 /PRNewswire/ - Praxis Solutions, an AI-driven, tech-enabled services firm serving the Wealth and Asset Management industries, announces the appointment of Andre Hatibi as Senior Vice President of Business Development.
Document Source: https://www.prnewswire.com/news-releases/praxis-solutions-welcomes-andre-hatibi-as-senior-vice-president-of-business-development-302312355.html (archive.org page / archive.org listing)


Aspiriant Adds Two Experienced Advisors in Bay Area

Document Date: Nov. 20, 2024, 2:15 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Mountain View
Role: Person: Organization: Document Extract: LOS ANGELES, Nov. 20, 2024 /PRNewswire/ - Aspiriant, an employee owned and independent wealth management firm, today announced that two new advisors, Tim Harvey, CFA®, CFP®, Senior Manager in Wealth Management and Rohit Mansukhani, CFA®, Senior Manager in Wealth Management have joined the Mountain View office.
Document Source: https://www.prnewswire.com/news-releases/aspiriant-adds-two-experienced-advisors-in-bay-area-302311359.html (archive.org page / archive.org listing)


Aspiriant Adds Two Experienced Advisors in Bay Area

Document Date: Nov. 20, 2024, 2:15 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Mountain View
Role: Person: Organization: Document Extract: LOS ANGELES, Nov. 20, 2024 /PRNewswire/ - Aspiriant, an employee owned and independent wealth management firm, today announced that two new advisors, Tim Harvey, CFA®, CFP®, Senior Manager in Wealth Management and Rohit Mansukhani, CFA®, Senior Manager in Wealth Management have joined the Mountain View office.
Document Source: https://www.prnewswire.com/news-releases/aspiriant-adds-two-experienced-advisors-in-bay-area-302311359.html (archive.org page / archive.org listing)


Beacon Pointe Advisors Hires CFO Jon Frojen

Document Date: Nov. 18, 2024, 3 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Newport Beach
Role: Person: Organization: Document Extract: NEWPORT BEACH, Calif., Nov. 18, 2024 /PRNewswire/ - Beacon Pointe Advisors has hired Jon Frojen as Chief Financial Officer.
Document Source: https://www.prnewswire.com/news-releases/beacon-pointe-advisors-hires-cfo-jon-frojen-302307453.html (archive.org page / archive.org listing)


Elevation Point Expands Leadership Ranks with Two Key Industry Hires in Marketing & Operations

Document Date: Nov. 18, 2024, 2:07 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Minneapolis
Role: Person: Organization: Document Extract: MINNEAPOLIS, Nov. 18, 2024 /PRNewswire/ - Elevation Point, a growth-oriented wealth management firm serving as a value-aligned investor and partner for RIAs and independence-seeking advisors, announces that Jenna Bloomgarden has joined the firm as head of marketing and advisor experience, while Brian R. Terraciano has joined as head of operations.
Document Source: https://www.prnewswire.com/news-releases/elevation-point-expands-leadership-ranks-with-two-key-industry-hires-in-marketing--operations-302308205.html (archive.org page / archive.org listing)


Elevation Point Expands Leadership Ranks with Two Key Industry Hires in Marketing & Operations

Document Date: Nov. 18, 2024, 2:07 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Minneapolis
Role: Person: Organization: Document Extract: MINNEAPOLIS, Nov. 18, 2024 /PRNewswire/ - Elevation Point, a growth-oriented wealth management firm serving as a value-aligned investor and partner for RIAs and independence-seeking advisors, announces that Jenna Bloomgarden has joined the firm as head of marketing and advisor experience, while Brian R. Terraciano has joined as head of operations.
Document Source: https://www.prnewswire.com/news-releases/elevation-point-expands-leadership-ranks-with-two-key-industry-hires-in-marketing--operations-302308205.html (archive.org page / archive.org listing)


Jared Copinga, CRPC®, Joins Prime Capital Financial

Document Date: Nov. 19, 2024, 2 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Continuing / Region: Salt Lake City
Role: Person: Organization: Document Extract: Prime Capital Financial, formerly Prime Capital Investment Advisors, proudly announces the addition of Salt Lake City, Utah - based financial advisor Jared Copinga.
Document Source: https://www.businesswire.com/news/home/20241118780122/en/Jared-Copinga-CRPC%25C2%25AE-Joins-Prime-Capital-Financial (archive.org page / archive.org listing)


Changes in Board and Committee Composition

Document Date: Nov. 22, 2024, 9 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Finishing / Region: People’s Republic of China
Role: Person: Organization: Document Extract: SHANGHAI, Nov. 22, 2024 /PRNewswire/ - Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623) , a leading financial services enabler for small business owners in China, today announced that (i) Mr. Gregory Dean Gibb has retired from his roles as an executive director and the co-chief executive officer of the Company to dedicate more time to his personal matters, (ii) Mr. Yuqiang Huang has tendered his resignation as a non-executive director of the Company due to changes in his personal work arrangements, and (iii) Mr. Xudong Zhang has tendered his resignation as an independent non-executive director of the Company due to changes in his personal work arrangements.
Document Source: https://www.prnewswire.com/news-releases/changes-in-board-and-committee-composition-302314050.html (archive.org page / archive.org listing)


Changes in Board and Committee Composition

Document Date: Nov. 22, 2024, 9 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Finishing / Region: People’s Republic of China
Role: Person: Organization: Document Extract: SHANGHAI, Nov. 22, 2024 /PRNewswire/ - Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623) , a leading financial services enabler for small business owners in China, today announced that (i) Mr. Gregory Dean Gibb has retired from his roles as an executive director and the co-chief executive officer of the Company to dedicate more time to his personal matters, (ii) Mr. Yuqiang Huang has tendered his resignation as a non-executive director of the Company due to changes in his personal work arrangements, and (iii) Mr. Xudong Zhang has tendered his resignation as an independent non-executive director of the Company due to changes in his personal work arrangements.
Document Source: https://www.prnewswire.com/news-releases/changes-in-board-and-committee-composition-302314050.html (archive.org page / archive.org listing)


Changes in Board and Committee Composition

Document Date: Nov. 22, 2024, 9 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Finishing / Region: People’s Republic of China
Role: Person: Organization: Document Extract: SHANGHAI, Nov. 22, 2024 /PRNewswire/ - Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623) , a leading financial services enabler for small business owners in China, today announced that (i) Mr. Gregory Dean Gibb has retired from his roles as an executive director and the co-chief executive officer of the Company to dedicate more time to his personal matters, (ii) Mr. Yuqiang Huang has tendered his resignation as a non-executive director of the Company due to changes in his personal work arrangements, and (iii) Mr. Xudong Zhang has tendered his resignation as an independent non-executive director of the Company due to changes in his personal work arrangements.
Document Source: https://www.prnewswire.com/news-releases/changes-in-board-and-committee-composition-302314050.html (archive.org page / archive.org listing)


Changes in Board and Committee Composition

Document Date: Nov. 22, 2024, 9 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Finishing / Region: People’s Republic of China
Role: Person: Organization: Document Extract: SHANGHAI, Nov. 22, 2024 /PRNewswire/ - Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623) , a leading financial services enabler for small business owners in China, today announced that (i) Mr. Gregory Dean Gibb has retired from his roles as an executive director and the co-chief executive officer of the Company to dedicate more time to his personal matters, (ii) Mr. Yuqiang Huang has tendered his resignation as a non-executive director of the Company due to changes in his personal work arrangements, and (iii) Mr. Xudong Zhang has tendered his resignation as an independent non-executive director of the Company due to changes in his personal work arrangements.
Document Source: https://www.prnewswire.com/news-releases/changes-in-board-and-committee-composition-302314050.html (archive.org page / archive.org listing)


Changes in Board and Committee Composition

Document Date: Nov. 22, 2024, 9 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Finishing / Region: People’s Republic of China
Role: Person: Organization: Document Extract: SHANGHAI, Nov. 22, 2024 /PRNewswire/ - Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623) , a leading financial services enabler for small business owners in China, today announced that (i) Mr. Gregory Dean Gibb has retired from his roles as an executive director and the co-chief executive officer of the Company to dedicate more time to his personal matters, (ii) Mr. Yuqiang Huang has tendered his resignation as a non-executive director of the Company due to changes in his personal work arrangements, and (iii) Mr. Xudong Zhang has tendered his resignation as an independent non-executive director of the Company due to changes in his personal work arrangements.
Document Source: https://www.prnewswire.com/news-releases/changes-in-board-and-committee-composition-302314050.html (archive.org page / archive.org listing)


Snowden Lane Partners Appoints Armando Ureña to its Operating Committee, Continues Strong 2024 Financial Performance

Document Date: Nov. 20, 2024, 2:30 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Person: Organization: Document Extract: Snowden Lane Partners, an independent, advisor - owned, wealth advisory firm dedicated to providing client - focused advice in a values-driven culture, today announced it has appointed Senior Partner and Managing Director, Armando Ureña, to the firm's Operating Committee.
Document Source: https://www.businesswire.com/news/home/20241120500162/en/Snowden-Lane-Partners-Appoints-Armando-Ure%25C3%25B1a-to-its-Operating-Committee-Continues-Strong-2024-Financial-Performance (archive.org page / archive.org listing)

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