DiligenceVault and Frontier Advisors Partner on Digital Due Diligence and Data Centralization

DiligenceVault, a digital diligence platform that delivers data collection and information exchange solutions for consultants, asset owners and asset managers, today announced a client partnership with Frontier, Australia’s leading independent asset consultant. Frontier has been at the forefront of delivering investment advice to institutional investors for more than 25 years. This client partnership delivers immediate … Read more

Jobs Are on the Rise & Trust Point Inc. is Seeking Financial Professionals Specializing in Trust Administration & Investment Management

Every year, the requirements and necessities of saving for retirement change. Unfortunately, so do investment techniques, financial planning, and tax strategies. As a result, people need the help of financial professionals more than ever to help ensure they can have enough money to retire, travel, and even care for loved ones. Randy Van Rooyen, CFA®, Trust … Read more

Mercer FundWatch™ Teams Up With Leading Due Diligence Platform DiligenceVault

Mercer, a leading global provider of investment advice and services, and DiligenceVault, the leading digital diligence platform that delivers diligence, data collection and information exchange technology for over 21,000 users in the investment management industry, today announced that, starting June 2021, Mercer FundWatch (“MFW”) Ratings will be embedded in the DiligenceVault platform. MFW provides investors and … Read more

Liberty One Investment Management Reaches $1 Billion Milestone

Liberty One Investment Management becomes the latest third-party asset manager to reach the $1 billion assets under management milestone. Based in Libertyville, IL, Liberty One was born out of The Tranel Financial Group, a client-facing financial planning firm. The founding team members of Liberty One could not find what they were looking for in traditional mutual … Read more

Southeastern Trust Company Expands Nashville Office With Addition of Trust Officer

Southeastern Trust today announced that Christopher Haigler has been named trust officer for the boutique wealth management firm. Mr. Haigler will serve clients from the Company’s recently opened Nashville office at One American Center, alongside Chief Investment Officer Britt Messer.  Prior to joining Southeastern Trust, Mr. Haigler spent eleven years in the private wealth management … Read more

Orthogonal Adds Leading Academics on SPACs and Corporate Governance From Harvard and Stanford as Advisors

Orthogonal, an asset management firm focused on legal and rule-driven investment opportunities, announced today the additions of Professor Michael Klausner of Stanford and Professor Guhan Subramanian of Harvard to the advisory board for its SPAC Advantage Fund. Professor Klausner is the Nancy and Charles Munger Professor of Business and Professor of Law at Stanford Law … Read more

Proxymity Delivers Digital Proxy Services in Ten Markets With Citi

Proxymity announced today that its connection with Citi to provide proxy voting services to institutional clients in ten markets: United Kingdom, Germany, Netherlands, Belgium, Ireland, Austria, Spain, France, Portugal, and Australia, is now live. Proxymity was spun out of Citi’s Securities Services business last year, backed by a consortium of the world’s largest issuer and investor … Read more

Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million

Orthogonal Asset Management, LLC (“Orthogonal”) is excited to announce the launch of a SPAC-focused vehicle with strategic anchor investments in excess of $10 million. The Orthogonal SPAC Advantage Fund employs a next-generation “quantamental” strategy that combines a bottom-up fundamental research approach with top-down quantitative risk controls. Investment insights and trading strategies are informed by Orthogonal’s … Read more

Barron’s Again Names Jeffrey Germain as One of Its Top 1,200 Financial Advisors in America in 2021

Jeffrey R. Germain, Managing Director and Private Wealth Financial Advisor for Wells Fargo Advisors in Los Angeles, has been included in Barron’s list of “2021 America’s Top 1,200 Financial Advisors”. This recognition is based on assets under management, designations, breadth, and quality of service, revenue, and compliance record. “I am honored to be recognized for … Read more