Manulife Securities

Cision PR Newswire | August 28, 2020

Spire Capital, a leading New York-based private equity firm specializing in investments in the technology-enabled business services, communications, media, and education sectors, today announced its investment in Advocate Networks, LLC ("Advocate" or the "Company"). Advocate is the Premier TBM Services Company providing technology business management ("TBM") and technology expense management ("TEM") services to enterprise organizations needing to optimize ...

Financial Management, Investments

Rowe Capital Group | December 07, 2022

Rowe Capital Group, a provider of end-to-end fund marketing and investor relations services for private equity, venture capital, and early-stage companies has announced a partnership with WealthBlock, a leader in the private capital raising technology sector that revolutionizes the way people access and invest in alternative assets. WealthBlock's platform allows private capital issuers to digitize the entire private investment and reporting processes for their investors....

PR Newswire | July 31, 2020

OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...

Financial Management, Fintech

Businesswire | July 27, 2023

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, today unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors to build robust, personalized client portfolios incorporating alternatives and structured investments. Advisors can use Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured i...