Search Results for: investment portfolios

KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
Finastra Integrates Alygne’s Tailored ESG Data into Fusion Invest
Finance Fintech News

Finastra Integrates Alygne’s Tailored ESG Data into Fusion Invest

PR Newswire
Finastra’s Fusion Invest, integrated with Alygne’s sustainability technology platform, will allow financial institutions to utilize ESG alternative data on private and public companies Finastra, a global provider of financial software applications and marketplaces, announced its partnership with Alygne, a sustainability technology platform that provides tailored ESG alternative data, to help......
VettaFi Acquires the ROBO Global Index Suite
Artificial Intelligence News

VettaFi Acquires the ROBO Global Index Suite

Business Wire
ROBO Global is a leading provider of research-driven disruptive technology portfolios; acquisition boosts total assets tracking VettaFi indexes to more than $17 billion VettaFi, a data, analytics, digital distribution, and thought leadership company that helps asset managers solve their most pressing and complex challenges, is announcing that it has acquired......
Lirunex Aims to Create a Reliable Investor Market by Putting Users First
Investment Services News

Lirunex Aims to Create a Reliable Investor Market by Putting Users First

PR Newswire
As the number of investors grow, platforms need to innovate and pave the way With the growing popularity of forex trading around the world, there is an immediate need for dependable brokers and platforms to serve the users in the face of market volatility. Lirunex is one such platform, delivering protection,......
Quant Investing: What Is It and Is It Effective
Analytics Guest Posts Investment Services Stock Market

Quant Investing: What Is It and Is It Effective

Mina Tadrus
For every investor, choosing a stock involves employing a system that identifies promising opportunities. This system can include assessing overall market movements, pinpointing a particular sector that looks promising, and screening for stocks that meet particular criteria, among other things. In general, the system allows investors to select a few......
Discover 5 Hand-Picked Mutual Funds Startups
Artificial Intelligence Business Featured Fintech Primers

Discover 5 Hand-Picked Mutual Funds Startups

Pooja Choudhary
Are you curious about the latest technological developments in the fintech sector? Learn how their solutions affect your business by exploring our analysis of mutual funds startups. Enhancing your competitive edge entails staying ahead of the technology curve. We will be providing you with data-driven innovative insights into the fintech......
Piper Sandler Continues to Grow Real Estate Team with the Additions of Peter Fish and Mark Stierman
Investment Services News

Piper Sandler Continues to Grow Real Estate Team with the Additions of Peter Fish and Mark Stierman

Business Wire
Piper Sandler Companies, a leading investment bank, is thrilled to announce the additions of Peter Fish and Mark Stierman as managing directors to its real estate investment banking team within the financial services group. “We are excited to welcome Peter and Mark as we expand our team’s pre-IPO and M&A capabilities. Their combined 50+......
Trepp Sizes Up Fed Policy and Interest Rate Impact on Bank Securities and Capital
Banking News

Trepp Sizes Up Fed Policy and Interest Rate Impact on Bank Securities and Capital

Fintech News Desk
Ahead of the March 2023 FOMC meeting, Trepp released a bank capital analysis, considering the impact of interest rate changes on bank holdings and how Federal Reserve monetary policy could play a role in recapitalizing the bank sector Trepp, a leading provider of data, insights, and technology solutions to the......
B2B Blockchain Cryptocurrency News Technology

Robo Inu Finance To Solidify Its Place In Memecoin History With New Fintech Products

Fintech Staff Writer
Crypto utility has become increasingly vital in the realm of cryptocurrencies and memecoins. The days of traders and investors relying solely on market sentiment and fluctuations to gauge token success are over. These days, a coin or token can only succeed if it has practical applications and real-world use cases.......
Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering
Finance News

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering

PR Newswire
An Expansion of the Firm’s Wealth Management Offerings, Personal Credit Line Enables Financial Professionals to Manage and Navigate their Clients’ Life Changes While Keeping Them On Track to their Long-Term Financial Goals Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the launch of Personal Credit......
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