Search Results for: investment strategies

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
Startups Flock to Too-Big-To-Fail Banks
Banking Fintech Startups News

Startups Flock to Too-Big-To-Fail Banks

PR Newswire
by PR Newswire0
According to data from Kruze Consulting, the percent of startups with too-big-to-fail bank accounts went from 9% in February to 72% in April Based on data from 160+ venture fund startups and more than $2 billion in cash, startups have been flocking to the major banks like JP Morgan, Morgan Stanley and......
Qraft Technologies Launches AI-Pilot U.S. Large Cap Dynamic Beta and Income ETF
Artificial Intelligence News Risk Management

Qraft Technologies Launches AI-Pilot U.S. Large Cap Dynamic Beta and Income ETF

Business Wire
by Business Wire0
The new ETF leverages the firm’s proprietary risk model to assess market drawdown risk, seeking to deliver an optimized AI driven equity allocation for investors Qraft Technologies, a leading invest-tech company developing artificial intelligence investing solutions backed by SoftBank, announces the launch of its newest ETF, the QRAFT AI-Pilot U.S.......
GTCR Closes $11.5 Billion Fund XIV
Fintech Funding News

GTCR Closes $11.5 Billion Fund XIV

PR Newswire
by PR Newswire0
Fund to Support Management in Executing Upon Growth and Transformation GTCR, a leading private equity firm, announced the closing of GTCR Fund XIV (“Fund XIV” or the “Fund”), with aggregate commitments of $11.5 billion. The Fund, which had an initial target of $9.25 billion, reached its hard cap. The Fund includes......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
New Report Reveals Untapped Youth Market for Banks and Credit Unions
Digital Wallet News

New Report Reveals Untapped Youth Market for Banks and Credit Unions

GlobeNewswire
by GlobeNewswire0
Latest Cornerstone Advisors report explores how financial institutions can serve the next generation of banking customers by offering a family digital wallet experience Rego Payment Architectures, Inc. announced the release of “The Rise of Family Digital Wallets: Unlocking Opportunities for Banks and Credit Unions,” a new research report from Cornerstone Advisors.......
BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC
B2B News

BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC

PR Newswire
by PR Newswire0
Winsight, LLC, a leading B2B information provider in the foodservice and allied retail industries, is to combine with London-based Informa PLC, a publicly traded, global events, digital products, and academic services firm. Informa acquired Winsight from HPS Investment Partners, and the combination with Informa’s existing B2B foodservice portfolio establishes a category-leading......
Ultimus Assists in Launch of Nomura’s Inaugural Credit Interval Fund
Investment Services News

Ultimus Assists in Launch of Nomura’s Inaugural Credit Interval Fund

GlobeNewswire
by GlobeNewswire0
Ultimus selected to partner with Nomura Private Capital in launch of global firm’s first interval fund, Nomura Alternative Income Fund Ultimus Fund Solutions, a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, announced its collaboration with Nomura Private Capital in the launch of the firm’s first interval......
Role of Back-office Automation Software In Insurance And Mortgage Industry
Banking Commerce Featured Fintech Primers InsurTech Mortgage

Role of Back-office Automation Software In Insurance And Mortgage Industry

Pooja Choudhary
by Pooja Choudhary0
This is a piece with impeccable data sanity along with a combination of a few interesting splices and dices of information for a data geek like me. What’s the lesson here? Let’s scroll down. This exciting digital world, and the speed at which technology is being adopted, are enabling the......
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