Alto Solutions, a self-directed IRA platform aiming to make it easier for individuals to access and invest in alternative assets using their retirement funds, has closed a USD17 million Series A funding round led by Unusual Ventures, with additional participation from existing investors Moment Ventures, Acrew Capital, and Alpha Edison, and strategic investments from Carta, Coinbase Ventures, Franklin Templeton, New York Life Ventures, and Stone Ridge Holdings Group.
Beyond Animal, a digital platform accelerating the growth of the animal-free economy, has launched a funding service that matches investors with pre-approved investment deals and enables these deals to proceed to completion within a secure, structured environment.
Epilogue, an online estate planning solution in Canada founded by estate planning lawyers, has launched a Social Media Will – a free, online service developed to help people anywhere in the world document their final wishes for their social media accounts and online presence.
Advisor Group welcomes two Pennsylvania-based wealth management practices with total assets of USD323m to platform
Advisor Group, a US network of independent wealth management firms, has added GL Capital and East Coast Advisory, wealth management practices based in Pennsylvania that collectively oversee USD323 million in total client assets.
Advice from friends, family and colleagues plays biggest role in investment decision-making for accredited US investors
New analysis from Block Builders, a news and information platform publishing forecasts and investment news, has revealed that advice from friends, family and colleagues play the biggest role in investment decision-making among accredited US investors, with 24 per cent of such investors ranking such recommendations as their top priority.
Wealth management and professional services group Tilney Smith & Williamson is continuing to recruit new talent during the Covid-19 crisis. The latest addition is Rob Bickerstaffe who joins the business development team as Business Development Manager.
The Fry Group, the international tax, financial and estate planning firm, has announced two leadership changes following continued growth and successful expansion.
Free retirement guidance tool Guiide has secured a further round of investment as it continues to make retirement planning tools 'more practical, insightful, easier to use and freely accessible to everyone who does not, or cannot access paid retirement advice'.
SVM Asset Management, an Edinburgh investment boutique, has appointed Kevin McFarlane as Sales Manager to help develop the company’s growth strategy.
Refinitiv has released the findings of its Wealth Management report titled ‘The Gold Standard: The Race for Digital Differentiation’ – the second in a two-part series and examines how investors’ trading activities, data needs and digital expectations have changed and continue to evolve.