Search Results for: capital firm

JPMorgan-Chase-Increases-Housing-Affordability-Commitments-With-Additional-$20-Million-in-Philanthropy-and-Expanded-Customer-Offerings
Finance Fintech News

JPMorgan Chase Increases Housing Affordability Commitments With Additional $20 Million in Philanthropy and Expanded Customer Offerings

Business Wire
by Business Wire0
Philanthropic funding will drive innovative programs increasing access to homeownership Chase Home Lending is also announcing expanded eligibility for affordable mortgage lending products JPMorgan Chase is increasing its housing affordability commitments across the U.S. with expanded philanthropic capital and consumer lending products. At an event today in Washington, DC, the......
Worth AI and Equifax Enter Strategic Relationship
News Risk Management

Worth AI and Equifax Enter Strategic Relationship

Fintech News Desk
by Fintech News Desk0
As part of the agreement, Worth AI will augment its expansive data capabilities with access to differentiated data from Equifax, including business firmographics, business credit attributes, and business principal information on millions of U.S. businesses. Worth AI, a newly launched, AI-powered risk management platform, led by unicorn founders Sal Rehmetullah......
Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Manulife Closes Largest Canadian Universal Life Reinsurance Transaction with RGA
InsurTech News

Manulife Closes Largest Canadian Universal Life Reinsurance Transaction with RGA

PR Newswire
by PR Newswire0
Manulife has received OSFI approval to amend our current share buyback program, which commenced on February 23, 2024, to return unlocked capital from the transaction to its shareholders. Manulife announced that it has successfully closed1 the previously announced transaction to reinsure a low ROE Canadian Universal Life block with RGA Life......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
Matrix Applications Launches Transparence, An Outsourced Securities Lending Solution
Lending News

Matrix Applications Launches Transparence, An Outsourced Securities Lending Solution

GlobeNewswire
by GlobeNewswire0
The platform highlights the demand in a changing industry landscape, where technology and innovation are creating more opportunities in stock loans for small to medium-sized institutions. This offering removes many hurdles, such as finding the right talent and technology, for securities lending in today’s world. Matrix Applications LLC (“Matrix”), a financial......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
BNY-Mellon-Alcentra-Global-Credit-Income-2024-Target-Term-Fund,-Inc.-Declares-Monthly-Distribution
Fintech Investments News

BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. Declares Monthly Distribution

Business Wire
by Business Wire0
The Fund intends to pay most, but likely not all, of its net income to common shareholders in monthly income dividends. On March 27, 2024, BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. (NYSE: DCF) declared a distribution of $0.035 per share of common stock, payable on April 25,......
NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
by Business Wire0
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
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