Latest updates for Virtus Investment Partners
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Recent items include:
- Virtus Ceredex Mid-Cap Value Equity Fund Q2 2026 Commentary
- Virtus Terranova U.S. Quality Momentum ETF Q2 2026 Commentary
- Virtus Westchester Event-Driven Fund Q2 2026 Commentary
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Virtus Terranova U.S. Quality Momentum ETF Q2 2026 Commentary
Virtus Stone Harbor Emerging Markets Debt Income Fund Q2 2026 Commentary
Tech-Based Custodian Altruist Sells to Vanguard
Jason Wenk’s would-be giant-killer custodian Altruist goes institutional with sale to investor and board member Vanguard.
Former VestGen CEO Launches New Wealth Firm
Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.
Investment Roundup: ACORE Capital Adds Wealth Division
In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.
Bitwise Partners with Vise for Crypto Model Rollout
The partnership integrates digital asset allocations into traditional portfolios, offering rebalancing and tax management.
European credit fund house Valcia Asset Management launches with backing of New York boutique
European credit investment manager Valcia Asset Management has launched today (29 September) with the backing of New York-headquartered alternatives specialist Värde Partners, whic...
Orion Adds BlackRock, Fidelity, Vanguard to its Tailored Allocation Portfolios
The program pairs third-party models with Orion’s custom indexing tech.
Investment Management Platform Ridgeline Raises $250M Series E
The funding, led by founder and Chairman Dave Duffield, values the company at $1.4 billion.
Why Vanguard is Still an Enigma to the 401(k) Industry
The $4.3 billion Altruist acquisition adds to the mystery.
BNY Pershing Sunsetting Wove Wealth Platform
BNY has told advisors it is restructuring its multi-custodial wealth management platform to be part of its larger wealth solutions business, led by recently promoted wealth head Ad...
Creative Planning Set to Acquire $4.3T Institutional Investment Firm RVK
With the move, Creative Planning would expand its institutional investment capabilities and join other large RIAs that have entered the space through acquisitions.
Vanguard expands further into advice with acquisition of US wealth platform Altruist
Vanguard has purchased Altruist, a US-based wealth technology platform serving financial advisers, in a move that signals ambitions by the global asset manager to further expand it...
Can the ‘Vanguard Effect’ Extend to Wealth Management?
CEO Salim Ramji is pushing Vanguard further into financial advice with the deal to acquire Altruist, but the hill may be steep to win over RIAs.
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