Search Results for: Investment Management

Patria Investments Announces Agreement to Acquire VBI Real Estate to Anchor Brazil Real Estate Platform
Investments News

Patria Investments Announces Agreement to Acquire VBI Real Estate to Anchor Brazil Real Estate Platform

Fintech News Desk
by Fintech News Desk0
Top player in Brazil’s REIT market will increase the size of Patria’s combined real estate platform three-fold and add valuable and scalable permanent capital AUM Patria Investments a global alternative asset manager, announced an agreement to acquire VBI Real Estate (“VBI”), one of the top independent alternative real estate asset......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Ppl Management Outlines Financial Targets and Vision for New PPL A Premier US Regulated Utility
Finance News

PPL Management Outlines Financial Targets and Vision for New PPL A Premier US Regulated Utility

Fintech News Desk
by Fintech News Desk0
Top-tier earnings and dividend growth to be fueled by $27 billion of investment opportunities through 2030, superior operating expertise and one of the strongest balance sheets in the U.S. utility sector. Forward-looking investments and strong focus on technology and innovation underpin strategy to advance cleaner, reliable, affordable energy and drive significant, sustainable......
MA Financial Group scales investments with ICS ATHENA
Investments News

MA Financial Group scales Investments with ICS ATHENA

Fintech News Desk
by Fintech News Desk0
Investment Control Systems (ICS), announced that MA Financial Group will be implementing ICS ATHENA. MA Asset Management division will be leveraging the cloud-based solution to move to a single source of truth for all its investment data. This will support a number of functions including maintaining multiple books of records,......
Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
Finance News

Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group

Fintech News Desk
by Fintech News Desk0
The agreement adds another Allworth office in the Southeastern U.S. With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America[1], has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adams Chetwood was supported and represented by Republic Capital Group of......
UMD to Present Climate Finance and Risk Management Bootcamp
Finance News

UMD to Present Climate Finance and Risk Management Bootcamp

Fintech News Desk
by Fintech News Desk0
As climate change increasingly affects business decision making, risk managers, financial analysts and other leaders must anticipate how weather events may impact their growth outlook, estimate how port taxes may increase because of rising sea levels, develop contingencies for supply chain disruptions and respond to the unexpected. Latest Fintech News: Skolem......
Apptio Improves Technology Investment Decision-Making for Digital-First Businesses with New Portfolio Enhancements
Investments News

Apptio Improves Technology Investment Decision-Making for Digital-First Businesses with New Portfolio Enhancements

Fintech News Desk
by Fintech News Desk0
Portfolio-wide enhancements to Business Intelligence reports, cloud optimization capabilities and agile planning enable better technology investment decisions Apptio, the leading provider of technology business management (TBM) applications, announced several enhancements to its product portfolio that support organizations adopting a digital-first strategy and improving technology investment decision-making. New features provide key......
Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
by Fintech News Desk0
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
NICE Actimize Xceed AI Cloud Platform Chosen by American State Bank to Manage AML and Fraud Risk Management
Banking News

NICE Actimize Xceed AI Cloud Platform Chosen by American State Bank to Manage AML and Fraud Risk Management

Fintech News Desk
by Fintech News Desk0
Xceed’s best-in-class AI, data intelligence, and behavioral analytics within a unified cloud platform permits mid-sized financial institutions to perform with greater agility NICE Actimize, a NICE business, confirmed that American State Bank, a Texas-based financial institution, has selected NICE Actimize Xceed, an all-in-one AI fraud and anti-money laundering platform, to drive the financial......
Matillion Announces Strategic Investment from Citi Ventures
Investments News

Matillion Announces Strategic Investment from Citi Ventures

Fintech News Desk
by Fintech News Desk0
As financial institutions face new and diverse data demands, Citi Ventures’ investment in Matillion underscores the need for accelerated, cloud-native data integration Matillion, the leading enterprise cloud data integration platform, announced that Citi Ventures has made a strategic investment in the company, contributing to its recent valuation of $1.5B. As......
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