Morningstar’s Kunal Kapoor Joins Wealth Enhancement Group’s Board of Directors. Junior Achievement USA (JA) announced the launch of JA BizTown Adventures. Web apps protection firm PerimeterX raised USD 57 mln. NextPoint acquired tax preparation firm Liberty Tax and lender LoanMe for US$354-million. Altruist has hired Pete Dorsey as its new chief strategy and revenue officer. Round Table Wealth Management announces the hiring of Rich Policastro as President. NFP announced that Imran Pira has joined its Complex Risk Solutions (CRS) Group in Canada. Smarsh released its 10th Annual Risk & Compliance Survey Report. STP Investment Services formed a strategic outsourcing partnership with Cramer Rosenthal McGlynn, LLC.
Morningstar’s Kunal Kapoor Joins Wealth Enhancement Group’s Board of Directors.
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Junior Achievement USA (JA) announced the launch of JA BizTown Adventures™, an online experience that helps younger students explore business ownership and various job and career roles. JA BizTown Adventures is funded by Truist Cares, a cooperative effort between Truist Financial Corporation, Truist Foundation, Inc., and Truist Charitable Fund to provide communities, organizations and individuals disaster relief and assistance during the COVID-19 crisis.
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Web apps protection firm PerimeterX raises USD 57 mln.
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NextPoint to acquire tax preparation firm Liberty Tax and lender LoanMe for US$354-million.
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Registered investment advisor–focused custodial and technology platform Altruist has hired Pete Dorsey, former managing director of institutional sales and advisor management at TD Ameritrade Institutional, as its new chief strategy and revenue officer. Dorsey was part of a round of layoffs of TDAI executives in October, in the wake of Charles Schwab’s acquisition of the firm.
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Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the hiring of Rich Policastro as President. Mr. Policastro’s appointment highlights Round Table’s commitment to exceptional client service and continued firm growth.
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NFP, a leading insurance broker and consultant that provides property and casualty (P&C), corporate benefits, retirement, and individual solutions, announced that Imran Pira has joined its Complex Risk Solutions (CRS) Group in Canada as a senior vice president, Management and Professional Lines.
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Smarsh, enabling organizations to manage risk within their digital communications and future-proof their compliance and supervision, released its 10th Annual Risk & Compliance Survey Report, capturing the responses of more than 100 compliance professionals in the financial services industry.
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STP Investment Services, an industry-leading fintech and global investment operations firm that provides complete front, middle, and back office solutions, announced that it formed a strategic outsourcing partnership with Cramer Rosenthal McGlynn, LLC (CRM), a leading value equity manager with a focus on the U.S. small and mid-cap space.
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