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InvestCloud recapitalizes at $1 billion and integrates two new businesses to create a financial technology leader with a SaaS global wealth solutions platform having over $4 trillion in assets

(1) New financial investors, led by Motive Partners and Clearlake Capital, partner to create next-generation SaaS wealth solutions platform with InvestCloud LOS ANGELES, Feb. 2, 2021 /PRNewswire/ -- InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners ("Motive") with Clearlake Capital Group, L.P. ("Clearlake") and include other InvestCloud client shareholders. Under the term...
New York United States New South Wales United Kingdom Santa Monica Clear Lake

Two Alternative Investment Directors Depart Morgan Stanley to Launch All Source Investment Management

Two Alternative Investment Directors Depart Morgan Stanley to Launch All Source Investment Management All Source is a veteran-owned small business founded on the partners experience with affluent investors and alternative investments News provided by Share this article Share this article HARTFORD, Conn., Jan. 14, 2021 /PRNewswire/ -- Morgan Stanley alums Justin Bernier and Patrick Kennedy today announced the formation of All Source Investment Management, a partnership aimed at expanding servic...
Yale University United States University Of Maryland Malaga Cove Plaza Justin Bernier Patrick Kennedy Justin Bernier

Thrivent Advisor Network Makes Significant Strides in First Year Approaching $5 Billion in Assets*

Press release content from PR Newswire. The AP news staff was not involved in its creation. Thrivent Advisor Network Makes Significant Strides in First Year Approaching $5 Billion in Assets* January 11, 2021 GMT (PRNewsfoto/Thrivent Advisor Network) MINNEAPOLIS, Jan. 11, 2021 /PRNewswire/ -- Thrivent Advisor Network, the platform for independent advisors looking to deliver fiduciary advice as members of a community with shared values, is finishing its first full year since launch with significa...
United States Gary Foster Kevin Ellis Luke Winskowski Michaela Morales Prnewswire Thrivent Advisor Network
Source: apnews.com

Thrivent Creates New Channel for Remote-Only Advisors

Thrivent Creates New Channel for Remote-Only Advisors Thrivent also promoted Luke Winskowski, current head of Thrivent Advisor Network, to lead the groups new advice and wealth management division. Thrivent, the Midwest-based not-for-profit financial services organization founded by Lutherans, has launched a new advice and wealth management division as part of its effort to recast itself as an advice-driven company; the firm has tapped Luke Winskowski, head of the firm’s hybrid indepen...
Brian Hamburger Kevin Ellis Luke Winskowski Nikki Sorum Thrivent Advisor Network Louisc Ciliberti Associates

Property experts reveal where to invest in 2021

Property experts reveal where to invest in 2021 By Bianca Dabu 08 January 2021 | 1 minute read SHARE As Australian property markets recover from a tumultuous 2020, most experts believe that this new year is shaping up to be stellar for real estate. Property Investment Professionals of Australia’s (PIPA) chairman Peter Koulizos said that 2021 will be a better year than 2020, particularly for the residential property market, as capital cities are expected to see a higher rate of value increase...
New South Wales Western Australia South Australia Richard Crabb Melinda Jennison Kevin Brogan

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Experts reveal what agents can expect from 2021

Experts reveal what agents can expect from 2021 05 January 2021 As Australian property markets recover from a tumultuous 2020, most experts believe that this new year is shaping up to be stellar for real estate. Experts believe that, among many factors, historically low-interest rates and pent-up transactional energy are likely to continue to provide a lift to the market in the early part of the new year. According to Kevin Brogan, Herron Todd White’s director of valuation policy and complia...
New South Wales Western Australia Sunshine Coast South Australia Richard Crabb Melinda Jennison

Rentvesting has a new rival

Rentvesting has a new rival 15 December 2020 A new investor demographic is fast replacing rentvestors as “Australia’s property market winners”, according to a property adviser network. ASPIRE Property Advisor Network has flagged an increase in the phenomenon of “livevesting”, which sees home buyers who qualify for government subsidies select their initial property based on its long-term investment potential rather than its suitability as a home. According to ASPIRE Property Advisor N...
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