AdvisorVault is now a certified Microsoft partner able to host Microsoft 365 apps for its customers and give them a Compliant WorkSpace in the cloud. For most small FINRA firms, technology has become a big mess. Stuck with an outdated email system that surely isn’t being archived as per 17a-4, they end up with data … Read more
The 2021 edition of Northern Virginia Magazine has released their annual “Top Financial Professionals” list and a familiar name appears once again. This marks the fifth consecutive year that all three partners of Centurion Wealth Management, Sterling D. Neblett, Wendy Ann Payne, and Mark C. McKaig, have been recognized as among the best Financial Professionals. Northern Virginia … Read more
LINKPAD is a new and exciting type of decentralized and permissionless crowdfunding platform that is opening up a new way of fundraising in the crypto space. Through a tiered participation system, LINKPAD has found a solution to provide fair investment opportunities to everyone who holds and stakes LF tokens, thereby giving current and future LF … Read more
Coherra is strengthening its global business development ahead of the scaling phase with the appointment of Thomas Ebeling as Advisory Board Member. Thomas will be working with Coherra’s founder, Søren Haestrup on team expertise, the building of future revenue models and the drive for superior technological solutions that helps the global investor community. Thomas additionally joins the forthcoming investment phase of Coherra. … Read more
MarketBridge announces the release of “Next Generation Distribution Enablement: An Outlook for 2022,” a research-based outlook on how Asset Managers are innovating distribution with advances in analytics, improved customer experience, and business agility. This new research uncovers insights from 35+ leading asset management firms on their priorities and objectives for 2022 and beyond. In addition, … Read more
Coherra is going places fast; that’s why it is delighted to announce that experienced ex-Banker Alexander Jecht will join its advisory board. Alexander has an extensive background within the financial world, going back more than 30 years, from institutions like UBS, Citibank, Interhyp and as COO and Board Member of Julius Baer Germany. Later, he … Read more
Thane Stenner — the Vancouver-based Director, Wealth Management, Senior Vice President, Portfolio Manager, and Investment Advisor of Stenner Wealth Partners+ at Canaccord Genuity Wealth Management Canada and Canaccord Genuity Wealth Management USA — is proud to have been recently invited to be featured in the 2021 Top 100 People in Finance Magazine. The Top 100 … Read more
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
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, 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
