Search Results for: Portfolio Management

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
by Business Wire0
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,......
Mississippi-Based Bank Chooses Teslar Software to Streamline Lending Process
Lending News

Mississippi-Based Bank Chooses Teslar Software to Streamline Lending Process

Fintech News Desk
by Fintech News Desk0
Magnolia State Bank partners with fintech to increase operational efficiencies and empower lenders Magnolia State Bank and Teslar Software announced their partnership to help manage exceptions volume and enhance the lending process. The $420 million-asset community bank will leverage Teslar’s sophisticated exceptions tracking tools to save time and boost efficiencies. “In a world full......
Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms
Digital Asset Management News

Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms

Business Wire
by Business Wire0
Linedata extends its APAC offerings to include private equity, private credit, specialized and structured credit, and services for allocators and aggregators Linedata, a global provider of asset management and credit technology data and services, announced the expansion of its services capabilities and offerings in the Asia-Pacific (APAC) region. Linedata has......
VettaFi Acquires the ROBO Global Index Suite
Artificial Intelligence News

VettaFi Acquires the ROBO Global Index Suite

Business Wire
by Business Wire0
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......
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
by Mina Tadrus0
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
by Pooja Choudhary0
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......
BankUnited Expands Corporate Banking Division in Florida
Banking News

BankUnited Expands Corporate Banking Division in Florida

Business Wire
by Business Wire0
BankUnited, N.A., one of the largest independent depository institutions headquartered in Florida, is expanding its Florida corporate banking division with the addition of three bankers who will help serve the bank’s growing portfolio of middle-market and large corporate companies doing business throughout the region. Latest Fintech Interview: Global Fintech Interview......
Citi Launches New Sustainable Time Deposit Solution to Support U.S. Institutional Clients
Finance Investment Services News

Citi Launches New Sustainable Time Deposit Solution to Support U.S. Institutional Clients

Business Wire
by Business Wire0
Citi has announced the launch of a new sustainable time deposit solution designed to assist U.S. institutional clients when investing excess cash while supporting their sustainability goals. Citi’s new Sustainable Time Deposit (TD) will deliver competitive yields and supports projects identified under Citi’s green and social bond frameworks, expanding the......
Cyberattacks, Social Media and Buy Now Pay Later: New Report Explores Solutions for Tech Risks in Financial System
Finance News Security

Cyberattacks, Social Media and Buy Now Pay Later: New Report Explores Solutions for Tech Risks in Financial System

Fintech News Desk
by Fintech News Desk0
A new report published by the World Economic Forum explores how technology-driven risks originating in financial services sectors could become systemic threats to the global financial system. Pushing Through Undercurrents, developed in collaboration with Deloitte, examines how different forces influence the way tech-driven risks spread and offers approaches that financial services......
SEBA Hong Kong Opens Hong Kong Office to Establish APAC Presence
B2B Fintech Markets News

OG Opens The First Stage Of OG Playground, A One-stop Community Exchange.

Fintech Staff Writer
by Fintech Staff Writer0
 OG Playground aims to provide an open space for the digital asset community to exchange ideas  The company envisions itself as a community exchange, or a one-stop experience for traders to exchange ideas, gather time-sensitive market intel, and trade digital assets. Currently, though, the company’s main objective is to consolidate......
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