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(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 terms of the agreement, Motive Partners will also contribute two portfolio businesses, Finantix and Tegr...

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 services to the growing accredited investor market. The Connecticut-based group will continue helping suc...

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 significant growth in both the number of advisors and in assets. The firm’s advisor count grew to over 150 ...

Thrivent Creates New Channel for Remote-Only Advisors Thrivent also promoted Luke Winskowski, current head of Thrivent Advisor Network, to lead the group's 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 independent advisor platform, Thrivent Advisor Network, to lead it. As part of the reorganization, Nikki S...

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 increases. Further, historically low-interest rates and pent-up transactional energy are also likely to cont...