North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2024 Winner
Chicago, IL (March 18, 2024) – The North Square Preferred and Securities Income Fund (ORDNX) has been named a LSEG Lipper Fund Awards USA 2024 Winner for its consistently strong risk-adjusted three-, five-, and 10-year performance relative to its peers in the Best Flexible Income Funds classification, Lipper has [...]
Flagstone Receives £108 Million Investment From Estancia Capital Partners
London, 11 March 2024: Flagstone, the UK’s leading cash deposit platform**, has announced a £108 million ($138 million) equity investment by Estancia Capital Partners, a US financial services specialist private equity firm with deep expertise in the cash management market. Under the terms of the deal, Estancia takes a [...]
InvestorCOM Wins 2024 WealthTech Americas Award for Innovative Compliance RegTech Product
Toronto, ON, February 22, 2024 – InvestorCOM, a leading regulatory software provider to the wealth management industry, today announced that its compliance platform was named the winner of the Innovative Compliance/RegTech Product category by the WealthTech Americas Awards. Sponsored by WealthBriefing, a publication of ClearView Financial Media, the annual [...]
Estancia Capital Partners and PMA Complete Sale of PMA to TA Associates
Naperville, Ill. – February 9, 2024 – Estancia Capital Partners (“Estancia”) and its portfolio company PMA Financial Network, LLC (“PMA”), a premier full-service provider of comprehensive financial and advisory services to municipalities, school districts and other local government entities, completed the majority acquisition of PMA by TA Associates (“TA”), [...]
InvestorCOM Introduces Account Recommendation Application
Toronto, ON, January 30, 2024 – InvestorCOM, a leading wealth compliance software provider, today announced that its powerful compliance platform now features an account analysis application to help financial professionals ensure the account type is best suited for the client and meets Regulation Best Interest’s (Reg BI) Care Obligation [...]
Alger Expands International Growth Equity Expertise with Acquisition of Redwood Investments
NEW YORK, Jan. 4, 2024 -- Alger Group Holdings, LLC. ("Alger"), a privately-held, women-owned and minority-led growth equity investment manager, today announced it has agreed to acquire Newton, Massachusetts-based Redwood Investments, LLC ("Redwood"), a specialized global growth equity manager with over $1.6 billion in assets under management. The acquisition [...]