Portfolio Management

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NEW YORK — June 5, 2026 Executive Summary ERShares has announced a shareholder protection plan for the ERShares Private-Public Crossover ETF (XOVR) ahead of the anticipated...

BOSTON — May 12, 2026 Executive Summary Dynamo Software, Inc. has announced the acquisition of InvestHub as part of its strategy to expand operational capabilities for...

SAN DIEGO — May 4, 2026 Executive Summary Thirdpath, LLC (“Thirdpath” or “Firm”) has announced its public launch as a next-generation private markets solutions platform designed...

SAN FRANCISCO — April 22, 2026 Executive Summary Bitwise Asset Management and RFG Advisory have announced the rollout of diversified crypto model portfolios designed for financial...

NEW YORK and BERWYN, Pennsylvania — April 15, 2026 Executive Summary iCapital and Envestnet have announced an expansion of their strategic partnership to enable broader integration...

GREENWICH, Connecticut — March 31, 2026 Executive Summary Interactive Brokers Group Inc. has announced the launch of crypto-asset trading capabilities for eligible individual investors across the...

SAN FRANCISCO — February 12, 2026 Executive Summary WealthRabbit and Bitwise Asset Management have announced a strategic partnership to provide diversified crypto investment portfolios within retirement...