Asset Management

Musaffa: Interview With CEO Dilshod Jumaniyazov About The Halal Investment Research Platform

By Amit Chowdhry ● Feb 21, 2025

Musaffa is a comprehensive platform for ethical investing, Halal stock trading, and financial education. Pulse 2.0 interviewed Musaffa CEO Dilshod Jumaniyazov to learn more about the company.

Infinite Investment Systems Secures Majority Investment from J.C. Flowers to Accelerate Growth

By Amit Chowdhry ● Feb 21, 2025

Infinite Investment Systems, a leader in providing portfolio management solutions to the Canadian wealth management industry, announced that it has secured a majority investment from J.C. Flowers & Co. (a private investment firm dedicated to investing in the financial services industry).

Tikehau Capital: €1.2 Billion Raised For Special Opportunities Strategy Fund

By Amit Chowdhry ● Feb 21, 2025

Tikehau Capital, a global alternative asset management group, announced that its tactical strategies business has raised a record €1.2 billion for the third generation of its special opportunities strategy, showing the increasing demand for flexible credit solutions.

Bluespring Wealth Partners Buys $560 Million Firm Reliant Wealth Planning

By Amit Chowdhry ● Feb 19, 2025

Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced its acquisition of Reliant Wealth Planning, a premier wealth management and financial advisory firm based in Louisville, Kentucky.

Amplify: Headcount Doubled And $18 Billion AUM Surpassed

By Amit Chowdhry ● Feb 19, 2025

Amplify Platform, an all-in-one wealth management platform for financial services, announced record growth. Over the past year, it doubled its total employee headcount and added new wealth management clients, pushing its total assets under management (AUM) past $18 billion.

Mercer Advisors Brings In $600 Million Financial Partners Group Team

By Amit Chowdhry ● Feb 19, 2025

Mercer Global Advisors, a national Registered Investment Adviser (RIA), announced the acquisition of Financial Partners Group (FPG), which is an investment advisory and financial planning firm based in Gallatin, Tennessee.

LPL Brings In $600 Million Charter Oak Wealth Partners Team

By Amit Chowdhry ● Feb 19, 2025

LPL Financial announced that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA, and custodial platforms, which are aligned with the existing firm Academy Financial. They reported serving approximately $600 million in advisory, brokerage, and retirement plan assets and joined LPL from Osaic.

Faes & Co: Interview With CEO Christian Faes About The Investment Firm

By Amit Chowdhry ● Feb 18, 2025

Faes & Co is an investment firm focused on providing investors with consistent, stable, asset-backed returns. Pulse 2.0 interviewed Faes & Co CEO Christian Faes to learn more about the firm.

Cache: $300 Million AUM Milestone Surpassed

By Amit Chowdhry ● Feb 18, 2025

Cache, a fintech company that offers specialized products for managing large, concentrated stock positions for individuals and their advisors, announced that it crossed $300 million in assets under management (AUM). Reached within only ten months of their launch, the milestone reflects Cache’s rapid growth and commitment to democratizing access to advanced financial instruments, starting with its modern exchange funds.

LPL Onboards $1.3 Billion Bruen Wealth Management Team

By Amit Chowdhry ● Feb 13, 2025

LPL Financial announced that father and son financial advisors William “Bill” Bruen, Jr., and Andrew Bruen had joined LPL Financial’s broker-dealer, aligned with existing firm Paradigm Partners. The Bruens reported serving about $1.3 billion in advisory, brokerage, and retirement plan assets* and joined LPL from UBS.

Ares Management: Kipp deVeer And Blair Jacobson Named As Co-Presidents

By Amit Chowdhry ● Feb 12, 2025

Leading global alternative investment manager Ares Management announced that it has appointed Kipp deVeer and Blair Jacobson to the newly created positions of co-presidents. And Jacobson and deVeer will report to Ares’ Chief Executive Officer Michael Arougheti. And deVeer and Jacobson will continue to be based in New York and London, respectively.