SYDNEY, SAN FRANCISCO, NEW YORK – 20 August 2019 – CBL Markets (CBL) and Xpansiv today announced the completion of their merger to form Xpansiv CBL Holding Group (XCHG), a first-of-its-kind platform that uses authenticated production data to enable the creation and transaction of commodity products comprised of information that was invisible, until now.
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Ethic Inc. (“Ethic”), the tech-driven asset management platform that powers sustainable investment portfolios, today announced that it has closed $13 million in Series A funding.
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The Goldman Sachs Group, Inc. (NYSE: GS) has completed its acquisition of United Capital Financial Partners, Inc., a leading financial life management firm, for $750 million in cash. As a result of the transaction, United Capital will have access to greater reach and resources to help its clients live richly.
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San Francisco, Calif. – June 4, 2019 – Dynamic Wealth Advisors has partnered with RetireOne® to offer insurance and annuity back office services for the wealth management firms it supports. The new partnership provides distribution, education, servicing, and support for no-load insurance and annuity solutions.
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NEW YORK, NY, March 26, 2019 — Welton Investment Partners today announced the hiring of Basil Williams as President, a new position. Williams joins Welton’s senior leadership in managing the overall business, including oversight of the firm’s investment products, operations, and expansion initiatives. Based in New York City, Mr. Williams will report to Dr. Patrick Welton, CEO and CIO.
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