Search Results for: Investment Management

Experienced Tax Professional to Join Expanding Wealth Management Firm
Finance News

Experienced Tax Professional to Join Expanding Wealth Management Firm

Fintech News Desk
Mosaic Financial Advisers, founded by Adam Prewett, brings on Latoya Mack to help launch the tax advisory division of the firm and will open their third office, located in Spring, Texas. This marks an important step in the next phase of growth for Mosaic Financial Advisers as the firm looks......
Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
B2B Markets News Technology

Pow.re Announces Successful Closing Of US$9.2 Million Series A, US$18 Million Strategic Partnership and Investment in Paraguay, and Advisory Board Appointments

Fintech News Desk
Pow.re Holdings Limited , a high-density computing (“HDC”) proof-of-work digital mining and fintech enterprise, has closed a US$9.2 million Series-A funding round at a US$150 million post-money valuation. Haru United Pte Ltd. (“Haru”) – a holding company of asset management platform, haruinvest.com – led the round joined by Trinito Corporation, RFD Capital Pte......
Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy
Investment Services News

Northern Trust Asset Management Launches Natural Capital Paris-Aligned Strategy

Fintech News Desk
The Northern Trust World Natural Capital Paris-Aligned Index Strategy Provides Institutional Clients with an Enhanced Net Zero Solution Northern Trust Asset Management (NTAM), one of the world’s leading investment managers, continues to expand its sustainable index investment solutions with the launch of the World Natural Capital Paris-Aligned Index strategy. “As the world......
Comvest Credit Partners Announces Investment in The JG Wentworth Company
Finance Investment Services News

Comvest Credit Partners Announces Investment in The JG Wentworth Company

Fintech News Desk
Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it has acted as Administrative Agent on a $30 million senior secured credit facility to The JG Wentworth Company, LLC, a leading provider of consumer financial services. The Financing was used......
TransUnion Announces Investment in Bud to Drive Innovation and Growth in Open Banking
Investment Services News

TransUnion Announces Investment in Bud to Drive Innovation and Growth in Open Banking

Fintech News Desk
TransUnion has announced a strategic investment in Bud Financial Limited (Bud), a leader in Open Banking and data intelligence. This dynamic partnership will help drive innovation and growth in the personal finance market and support better outcomes for consumers, with greater financial inclusion. Open Banking plays an increasingly key role......
Cognitive Credit Launches European Investment Grade Coverage
Finance Investment Services News

Cognitive Credit Launches European Investment Grade Coverage

Fintech News Desk
Cognitive Credit, the leading provider of corporate credit data and analytics technology, announces the launch of a European Investment Grade (IG) license, expanding its global coverage to over 1,300 issuers. As credit investors look to capitalize on new opportunities in the BBB space, this coverage expansion empowers them with the......
Comerica Bank Announces Details on New Investment Banking Group
Banking News

Comerica Bank Announces Details on New Investment Banking Group

Fintech News Desk
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,......
Why is risk management important
Featured Fintech Primers Risk Management

What Is Risk Management?

Pooja Choudhary
Why Is Risk Management Important? Risk management is the process whereby one identifies, assesses, and controls the financial, legal, strategic, and security-related risks concerned with capital and earnings. These risks may arise from varied sources, including financial uncertainty, legal liabilities, strategic management errors, accidents, and natural disasters. In a worst-case......
Hamilton Lane's $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize
Fintech Funding Investment Services News

Hamilton Lane’s $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize

Fintech News Desk
New Securitize Fund Requires Minimum Investment of $20,000, Down from ~$5 Million, Tokenized Exclusively on Polygon Individual investors can now access Hamilton Lane‘s flagship direct equity fund, Equity Opportunities Fund V through a new Securitize feeder fund tokenized on Polygon. Leading private markets investment firm Hamilton Lane recently closed the Fund on nearly......
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