R&T Deposit Solutions (R&T) and Total Bank Solutions (TBS) Announces they have Increased the FDIC Insurance Coverage Level Accessible Through DDM to $50MM
NEW YORK (February 15, 2023) – Today, R&T Deposit Solutions/Total Bank Solutions (“R&T/TBS”), a leading provider of innovative cash sweep, deposit funding, and securities-based lending programs, announced they have increased access to FDIC insurance coverage on deposits under the Demand Deposit Marketplace® Program (DDM®) to $50MM, up from $30MM [...]
North Square McKee Bond Fund Marks Third Anniversary with 5 Star Overall Morningstar Rating and Robust Asset Growth
Chicago, IL (January 19, 2023) – North Square McKee Bond Fund marked its third anniversary with top decile performance for the three-year period ended December 31, 2023 and its first Morningstar Overall Rating of five stars, according to North Square Investments, the Fund’s investment adviser. North Square McKee Bond [...]
Snowden Lane Partners Secures $100 Million Credit Facility
NEW YORK--(BUSINESS WIRE)--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, together with Snowden Lane’s private equity partner, Estancia Capital Partners (“Estancia”), today announced that Snowden Lane secured a new $100 million credit facility. The new facility replaces a facility [...]
Abel Noser Finishes Year with an Impressive List of Achievements
New York, NY, Dec. 29, 2022 (GLOBE NEWSWIRE) -- Abel Noser Holdings, the market leader in institutional trade analytics and agency-only trading solutions, has many notable achievements to look back on this year as 2022 comes to a close. For instance, the company’s analytics arm, Abel Noser Solutions, began offering [...]
Riskalyze and InvestorCOM Partner to Bring Rollover Compliance Workflows to Wealth Management Firms
December 20, 2022. AUBURN, Calif.--(BUSINESS WIRE)--Riskalyze, the industry-leading growth platform for wealth management firms — used by tens of thousands of financial advisors to help investors invest fearlessly in all market conditions — today announced a strategic partnership with leading compliance software firm InvestorCOM. The partnership will afford advisors access [...]
North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments for Second Consecutive Year
New York, NY (Dec. 14, 2022) – For the second consecutive year, North Square Investments (North Square) was named one of the “Best Places to Work in Money Management” by Pensions & Investments on Monday, among firms with 20-49 employees. Presented by Pensions & Investments, the global news source [...]