Search Results for: investment strategies

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Follow Launches with $9 Million in Funding to Build The First Social Investment Platform To Automate Copying of Trades for US Equities to US Clients
Investment Services News

Follow Launches with $9 Million in Funding to Build The First Social Investment Platform To Automate Copying of Trades for US Equities to US Clients

Fintech News Desk
by Fintech News Desk0
Anchored by a team of successful founders and tech executives (Google, Acorns), Follow gives investors a platform to subscribe to screened financial voices and automatically mirror their investments Follow, the first community-centric investment platform joining selected finance-focused influencers called ‘Leaders’ and individual investors launches with $9M in funding. As the......
Comerica Bank Announces Details on New Investment Banking Group
Banking News

Comerica Bank Announces Details on New Investment Banking Group

Fintech News Desk
by Fintech News Desk0
Comerica Securities, a subsidiary of Comerica Bank, has formed a new Investment Banking Group. This new team broadens the capital markets solutions and services Comerica offers its commercial and wealth management customers to include mergers and acquisitions, as well as private placement advisory services. The group will be national in scope,......
7 Ways To Better Sell Artificial Intelligence To The Business
Artificial Intelligence Business Fintech Primers

Seven Strategies To Pitch Artificial Intelligence To Businesses

Pooja Choudhary
by Pooja Choudhary0
AI adoption is greatest in industries with a strong digital adopters. This article will discuss AI adoption by businesses and how to sell AI to them more effectively. In light of the undeniable impact of AI in the present day, how shall we initiate this? Should we discuss algorithms, training......
Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
Is Real Estate Still Worth Your Investment Dollars?
Banking Digital Payments Featured Finance Investments

Is Real Estate Still Worth Your Investment Dollars?

Fintech Analyst
by Fintech Analyst0
In these times of rising interest rates and market uncertainty, should real estate still have a seat in your investment portfolio? As we know it, interest rates in many countries have been rising in leaps and bounds in the past year or so, thanks to skyrocketing inflation. And naturally, costs of......
Former Credit Suisse and Bladex Execs Announce ArtCap Strategies' First Private Credit Fund for Latin America and Caribbean
Lending News

Former Credit Suisse and Bladex Execs Announce ArtCap Strategies’ First Private Credit Fund for Latin America and Caribbean

Fintech News Desk
by Fintech News Desk0
ArtCap Strategies (“ArtCap”) is a fund specialized in direct lending throughout Latin America and the Caribbean. ArtCap seeks to generate a balanced risk/return profile through focused origination, strong collateral and covenant packages, attractive transaction economics, and active portfolio management. ArtCap stands for “Artisanal Capital”, a way of providing tailor-made financial......
New FICO and Corinium Report Finds Financial Services Firms Lack Responsible AI Strategies Despite Surging Demand
Artificial Intelligence News

New FICO and Corinium Report Finds Financial Services Firms Lack Responsible AI Strategies Despite Surging Demand

Fintech News Desk
by Fintech News Desk0
Report surveys 100 banking and financial C-level AI leaders on how they are ensuring AI is used ethically, transparently, securely, and in customers’ best interests Global analytics software platform provider FICO released its third annual State of Responsible AI in Financial Services report, developed in collaboration with market intelligence firm Corinium.......
Plesion Capital Announces Launch and Inaugural Investment
Investment Services News

Plesion Capital Announces Launch and Inaugural Investment

Fintech News Desk
by Fintech News Desk0
Makes first investment in XENO, a fintech platform helping millions in Africa to plan, save and invest Plesion Capital announced its formation as a social impact venture capital firm focused on partnering with mission-based entrepreneurs and companies to combat poverty around the world. Plesion Capital’s strategy is predicated on making......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
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