Category : Investment Services

Banking Investment Services News

R.F. Lafferty & Co., Inc. Sponsors The National Investment Banking Association’s 152nd Investment Conference

EIN Presswire
by EIN Presswire0
Chief Operating Officer Robert Hackel to participate in the event’s welcome panel R. F. Lafferty & Co., Inc., a leading broker-dealer and investment bank, announces that it is a Diamond Sponsor of The National Investment Banking Association’s (NIBA) 152nd Investment Conference. The event will take place on March 11-12, 2026 in......
Finance Investment Services News

American IRA, LLC Named a Top 3 Financial Institution in Sioux Falls, South Dakota for 2026

EIN Presswire
by EIN Presswire0
Self-directed IRA administrator recognized for excellence in retirement services and client support. American IRA, LLC is proud to announce that it has been recognized as one of the Top 3 Financial Institutions in Sioux Falls, South Dakota for 2026, an honor that reflects the company’s continued commitment to exceptional client......
Finance Investment Services News

Kwanti Announces New Cash Flow and Watchlist Tools, Teases AI-Powered Features for 2026

Business Wire
by Business Wire0
Leading portfolio analytics platform introduces game-changing new features and shares 2026 roadmap Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to......
Finance Investment Services News

Uzum secures over $130 million in strategic investment led by the sovereign entities of the Sultanate of Oman

PR Newswire
by PR Newswire0
Uzum, Uzbekistan’s leading digital ecosystem, is pleased to announce the closing of a strategic investment exceeding $130 million, anchored by the sovereign entities of the Sultanate of Oman (the “Investor”). The transaction combines primary equity and structured capital and establishes a $2.3 billion pre-money valuation reference point, with conversion terms......
Finance Investment Services News

Topaz Ventures Announces Successful Exit from Visitt and Expands PropTech Investment Platform

EIN Presswire
by EIN Presswire0
Topaz Ventures Announces Successful Exit from Visitt Following Series B Financing and Expands Focus on Seed+ and Series-A PropTech Investments Topaz Ventures, the proptech-focused venture investment platform affiliated with Topaz Capital Group and administered through AngelList, today announced the successful exit of its investment in Visitt, the AI-driven commercial real......
Artificial Intelligence Investment Services News

Morningstar Introduces AI Assistant Built into the Advisor Workflow

Business Wire
by Business Wire0
The new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals Morningstar, Inc. , a leading provider of independent investment insights, introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor......
Finance Investment Services News

Fideo Intelligence Expands Dark Web Monitoring Capabilities to Strengthen Payment Fraud Prevention

Business Wire
by Business Wire0
Fideo’s identity intelligence platform enhances synthetic identity fraud prevention, account takeover detection, and real-time risk signals for fintech and financial services organizations. Fideo Intelligence, the leading AI-driven identity intelligence engine behind the industry’s most trusted fraud and identity platforms, announced an expansion of its dark web monitoring and threat intelligence capabilities......
Investment Services News Trading

MEXC Completes Rollout of Six-Tool AI Trading Suite, Reaching Over 1.5 Million Users

PR Newswire
by PR Newswire0
MEXC, the fastest-growing global cryptocurrency exchange redefining a user-first approach to digital assets through true zero-fee trading, today announced the full deployment of its AI trading suite — six integrated tools that support the complete crypto investment workflow, from real-time market monitoring through to trade execution and portfolio management. The suite has served 1.57......
Finance Investment Services News

Northern Trust Appointed to Provide CK Capital Partners with Asset Servicing Solutions

Business Wire
by Business Wire0
Northern Trust announced that it has been appointed to provide asset servicing solutions to Netherlands-based fund manager CK Capital Partners. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App Services provided by Northern Trust will include fund administration, global custody, financial reporting and......
Artificial Intelligence Banking Finance Fintech Interviews Investment Services

Global Fintech Interview with Baran Ozkan, co-founder & CEO of Flagright

Paroma Sen
by Paroma Sen0
How can banks and financial institutions (FIs) use new age fintech to prevent money laundering and threats? Baran Ozkan, co-founder & CEO of Flagright dives deeper in this fintech interview: ___________ Please take us through your fintech journey and tell us about your time as CEO at Flagright. My fintech......
1