Search Results for: portfolio management

Boosted.ai Announces Boosted Insights 3.0 - Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity
Investment Services News

Boosted.ai Announces Boosted Insights 3.0 – Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity

Business Wire
Boosted.ai launches its most all-encompassing update yet – combining generative AI with its finance-specific algorithms – to save investment managers time, reduce their risk and help make data-driven decisions Boosted.ai, makers of the Boosted Insights platform for investment managers, announced the release of Boosted Insights 3.0, the most powerful update......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
LC Financial Holdings Completes Acquisition of BCM Global
Banking Mortgage News

LC Financial Holdings Completes Acquisition of BCM Global

PR Newswire
LC Financial Holdings (LCFH) proudly announces the successful completion of the acquisition of BCM Global (BCM), marking the next step in its evolution as a technology-led credit specialist. This landmark acquisition cements LCFH’s stronghold in the management of consumer and SME loans, leases and mortgages across Europe. Established in 1998, LC......
Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer
Investment Services News

Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer

GlobeNewswire
OSE introduces Chief Investment Officer role, appointing Jack Edmondson Oxford Science Enterprises (OSE), the independent investment company created to found, fund and build transformational businesses via its unique partnership with the University of Oxford, announces the appointment of Ed Bussey as CEO and Jack Edmondson as CIO. We are delighted......
An Investment Fund Created by ChatGPT Is Still Outperforming the UK’s Top 10 Most Popular Funds After 5 Months
Investment Services News

An Investment Fund Created by ChatGPT Is Still Outperforming the UK’s Top 10 Most Popular Funds After 5 Months

Fintech News Desk
ChatGPT has led the real funds for 116 out of the 121 market days (95.87%) A fund consisting of 38 stocks chosen by ChatGPT has consistently outperformed the UK’s top 10 most popular funds. This fictional fund was created as part of a conceptual experiment and, as of the 25th......
Acquisition of Abel Noser Solutions by Trading Technologies Now Complete
News Trading

Acquisition of Abel Noser Solutions by Trading Technologies Now Complete

PR Newswire
Trading Technologies International, Inc. (TT), a global capital markets technology platform provider, and Abel Noser Solutions, LLC (ANS),  the industry-leading provider of transaction cost analysis (TCA) for investment managers, brokers, asset owners and consultants, announced that TT’s acquisition of ANS from Abel Noser Holdings, a majority-owned portfolio company of Estancia Capital......
Wolters Kluwer Enhances Its Fair Lending Wiz Solution for Cloud Compatibility
Compliance management Lending News

Wolters Kluwer Enhances Its Fair Lending Wiz Solution for Cloud Compatibility

Business Wire
The updated, SaaS-based software offers lenders maximum flexibility Adding to its industry-leading Wiz SaaS product suite, Wolters Kluwer Compliance Solutions now offers Fair Lending Wiz SaaS to help lenders optimize their fair lending analytics and practices within a single SaaS platform. Fair Lending Wiz SaaS is a cloud-based solution that uses the flexibility of a modular system......
B2B Featured Fintech Fintech Primers Fintech Radar

Top 10 Fintech CEO Watchlist

Pooja Choudhary
The financial technology industry is booming, and undoubtedly it’s led by brilliant people. You can keep up with the newest developments in the fintech industry by analyzing what Fintech leaders are actually doing in their workspace, influencing adoption of new tools and strategies. You will also realize the power of......
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