Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of March 31, 2025, has announced the appointment of Michael Hunstad, PhD, and Christian (Chris) Roth, CFA, as Global Co-Chief Investment Officers, effective June 1, 2025.
Proximo Capital is proud to announce its support for Silverleaf Wealth Management’s ambitious growth strategy through a major acquisition deal. The $60M debt facility will accelerate Silverleaf’s expansion, allowing them to strengthen their position in the wealth management industry.
Modera Wealth Management, a fee-only RIA firm serving individuals, families, business owners, and non-profits, has achieved a major milestone being ranked second on USA TODAY’s 2025 Best Financial Advisory Firms list for firms managing over $5 billion in assets. This honor marks Modera’s highest placement to date and underscores its commitment to fiduciary excellence and client-centered service.
SoftPak Financial Systems, a recognized leader in enterprise fintech solutions, will take center stage at Seamless Fintech 2025, held in Dubai from May 20–22. With a 30-year legacy in transforming investment management technology, SoftPak is set to deliver critical insights and showcase its powerful tools that address the evolving needs of Registered Investment Advisors (RIAs), investment banks, and asset managers globally.
First Sentier Investors, a leading global investment manager, has appointed Ashley Conn as the new Chief Financial and Strategy Officer. Conn, who will join the company in late May, brings over 25 years of experience in finance and investment banking.
intelliflo redblack, a leading provider of trade and rebalance technology solutions, today announced that Focus Financial Partners Inc. has extended its use of the platform across its network of wealth management firms. This strategic partnership enhances Focus Financial Partners’ ability to support its firms with advanced wealth-technology-stack options, fueling their growth and success.
