Category : Investment Services

Finance Investment Services News

Americor Appoints Finance Executive Drew Bourne As Senior Vice President Of Strategic Finance And FP&A

Cision PRWeb
by Cision PRWeb0
Mr. Bourne to continue leading company-wide financial processes along with long range planning. Americor, a leading provider of consumer financial services, announced the promotion of Drew Bourne from Vice President of Strategic Finance and FP&A to Senior Vice President of Strategic Finance and FP&A. In this new executive role, Bourne will......
Finance Investment Services News

AdvisorCheck Launches the First Service That Continuously Monitors Your Financial Advisor

Cision PRWeb
by Cision PRWeb0
Essentials financial advisor monitoring now available for free, delivering monthly updates and alerts directly to investors’ inboxes AdvisorCheck announced the broad availability of AdvisorCheck Essentials, the first free monitoring service that continuously tracks a financial advisor’s professional status and delivers key updates directly to investors via email. By signing up......
Cryptocurrency Investment Services News

FGLFIN Investments Named to Global Top 10 Investment Firms List for 2025 Following Strong Q3 Performance

GlobeNewswire
by GlobeNewswire0
FGLFIN Investments, a leader in cryptocurrency trading and asset management, has been named to the Global Top 10 Investment Firms list for 2025. The recognition follows a strong third quarter in which the company delivered exceptional results across client portfolios, increased assets under management, and expanded its global market presence.......
Fintech Investment Services News

Abacus Global Management and Dynasty Financial Partners Announce Minority Investment

GlobeNewswire
by GlobeNewswire0
Continuing a Years-Long Strategic Partnership Abacus Global Management, a leader in the alternative asset management space, announced a minority investment in Dynasty Financial Partners (“Dynasty”), a leading provider of technology-enabled wealth management solutions for independent financial advisors. “Over the years, we have developed a deep relationship with the team at......
Fintech Investment Services News

LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group

GlobeNewswire
by GlobeNewswire0
 LPL Financial LLC announced that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based on the Gulf Coast in Ocean Springs, Miss., the......
Analytics Artificial Intelligence Investment Services News

Summit Equity Partners Ltd Launches Flagship AegisX System, Pioneering Independent Financial Education and AI-Driven Quantitative Investment Solutions

GlobeNewswire
by GlobeNewswire0
Summit Equity Partners Ltd, a leading U.S.-based independent financial education and research institution, proudly announces the launch of AegisX 4.0, its cutting-edge, AI-powered quantitative wealth advisory system. This milestone marks a transformative leap in the company’s mission to redefine financial literacy and investment strategy through advanced technology and impartial education.......
Artificial Intelligence Investment Services News

eToro Leverages AI to Redefine Social Investing

GlobeNewswire
by GlobeNewswire0
AI-powered tools and APIs, enabling users to create AI powered strategies and dashboards. Open-garden marketplace will allow users to build, publish and access customized tools. AI Companion, Tori, answering questions, surfacing personalized insights and guiding users. Alpha portfolios tapping into eToro’s proprietary retail trading data. Community-powered innovation exemplified by acquisition......
Investment Services News Security

Cosmos Health Secures up to $300 Million Financing Facility to Launch Ethereum Treasury Strategy

GlobeNewswire
by GlobeNewswire0
Cosmos Health Inc. a diversified, vertically integrated global healthcare group, announced that it has entered into a securities purchase agreement with a U.S.-based institutional investor for the issuance of up to $300 million in senior secured convertible promissory notes (the “Facility”), subject to the satisfaction or waiver of certain conditions,......
Fintech Investment Services News

Profusa, Provides Strategy Overview and Business Update for Investors

GlobeNewswire
by GlobeNewswire0
Profusa, a commercial stage digital health company pioneering the next generation of technology platform enabling the continuous monitoring of an individual’s biochemistry, provides a strategy overview and business update from Chairman and CEO, Ben Hwang, Ph.D. in the following Letter to Shareholders: To our valued shareholders, In the last two......
1