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Recent Activities

Activities between Nov. 15, 2024, 7:46 p.m. and Nov. 22, 2024, 7:46 p.m. from: Wealth Management Technology Services.

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Halo Investing Continues Growth with Strategic Investment in Income-Based Specialist, Piton Management

Document Date: Nov. 22, 2024, 2:10 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Chicago
Investor: Document Extract: CHICAGO, Nov. 22, 2024 (GLOBE NEWSWIRE) - Halo Investing ("Halo") , a global leader in wealth technology solutions for Protective Investments, is pleased to announce a strategic investment in Piton Management LLC, which is the General Partner of Piton Investment Management LP ("Piton") .
Document Source: https://www.globenewswire.com/news-release/2024/11/22/2986017/0/en/Halo-Investing-Continues-Growth-with-Strategic-Investment-in-Income-Based-Specialist-Piton-Management.html (archive.org page / archive.org listing)


Halo Investing Continues Growth with Strategic Investment in Income-Based Specialist, Piton Management

Document Date: Nov. 22, 2024, 2:10 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Chicago
Investor: Target: Document Extract: CHICAGO, Nov. 22, 2024 (GLOBE NEWSWIRE) - Halo Investing ("Halo") , a global leader in wealth technology solutions for Protective Investments, is pleased to announce a strategic investment in Piton Management LLC, which is the General Partner of Piton Investment Management LP ("Piton") .
Document Source: https://www.globenewswire.com/news-release/2024/11/22/2986017/0/en/Halo-Investing-Continues-Growth-with-Strategic-Investment-in-Income-Based-Specialist-Piton-Management.html (archive.org page / archive.org listing)


Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Clients will gain access to a branded mobile application, giving them insights into their finances through an easy and intuitive user experience. The adaptability of OneVest's platform allows Westwood Wealth Management to tailor features and functionality that align with its client - focused service model, reinforcing the firm's dedication to innovation and customization. " We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience ," said Brian Casey, President & CEO of Westwood Wealth Management and CEO of Westwood Holdings Group, Wealth Management's parent company. " This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available ," he continued. Amar Ahluwalia, CEO of OneVest, expressed his enthusiasm for the new partnership.
Document Source: https://www.businesswire.com/news/home/20241118534697/en/Westwood-Wealth-Management-Partners-with-OneVest-to-Elevate-Client-and-Advisor-Experience (archive.org page / archive.org listing)


Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience. OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management, a trusted leader in comprehensive financial services, to be its wealth management software provider. This strategic move underscores Westwood Wealth Management's commitment to delivering an exceptional client and advisor experience by integrating OneVest's cutting-edge, highly configurable platform. The adoption of OneVest's configurable advisor platform will benefit Westwood Wealth Management's private wealth advisors through a superior digital experience that streamlines operations, enabling them to focus less on administrative work, and more on serving their clients. With OneVest's advanced technology, Westwood Wealth Management will also enhance the overall client journey through a modern client portal.
Document Source: https://www.businesswire.com/news/home/20241118534697/en/Westwood-Wealth-Management-Partners-with-OneVest-to-Elevate-Client-and-Advisor-Experience (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)


Citadel founder Ken Griffin said he would be 'open' to selling a stake in his $65 billion hedge fund

Document Date: Nov. 21, 2024, 7:21 p.m. / Source: Business Insider
Activity Class: CorporateFinanceActivity / Type: Investment / Region: New York City
Investor: Target: Document Extract: BlackRock's potential investment into Izzy Englander's Millennium might have Citadel founder Ken Griffin thinking.
Document Source: https://www.businessinsider.com/ken-griffin-would-consider-selling-stake-in-citadel-2024-11 (archive.org page / archive.org listing)


Citadel founder Ken Griffin said he would be 'open' to selling a stake in his $65 billion hedge fund

Document Date: Nov. 21, 2024, 7:21 p.m. / Source: Business Insider
Activity Class: CorporateFinanceActivity / Type: Investment / Region: New York City
Investor: Document Extract: BlackRock's potential investment into Izzy Englander's Millennium might have Citadel founder Ken Griffin thinking.
Document Source: https://www.businessinsider.com/ken-griffin-would-consider-selling-stake-in-citadel-2024-11 (archive.org page / archive.org listing)


Wealth.com Establishes Partnership with Merit Financial Advisors

Document Date: Nov. 19, 2024, 2:08 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Wealth.com, the industry's leading end-to-end estate planning platform, today announced it has entered a strategic partnership with Merit Financial Advisors ("Merit") , a Georgia - based financial advisory firm. Merit specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions. The partnership provides Merit advisors with access to the industry's most advanced estate planning digital resources, enabling them to more fully service their clients and enhance their practices. Recognized among Barron's and Forbes' 2024 Top 100 RIAs, Merit is growing rapidly. As the firm has scaled, it recognizes that providing more comprehensive financial planning and high-touch service to clients is vital to sustaining its success.
Document Source: https://www.businesswire.com/news/home/20241119481102/en/Wealth.com-Establishes-Partnership-with-Merit-Financial-Advisors (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)


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)


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)


Benjamin Capital Taps Joseph Jaffe As First CMO To Accelerate 'Money Moments' Marketplace

Document Date: Nov. 18, 2024, 1 p.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Oulu, Delray Beach
Role: Person: Organization: Document Extract: DELRAY BEACH, Fla. and OULU, Finland, Nov. 18, 2024 /PRNewswire/ - Benjamin Capital Partners announced today it has hired Joseph Jaffe as its first Chief Marketing Officer.
Document Source: https://www.prnewswire.com/news-releases/benjamin-capital-taps-joseph-jaffe-as-first-cmo-to-accelerate-money-moments-marketplace-302307517.html (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)


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)


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)


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)

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