Tag : Investment Management

Valkyrie Funds Converts Bitcoin Futures ETF to Dual Bitcoin Futures and Ether Futures ETF
Cryptocurrency Digital Asset Management News

Valkyrie Funds Converts Bitcoin Futures ETF to Dual Bitcoin Futures and Ether Futures ETF

Business Wire
The leader in digital asset ETF offerings brings combined Ether futures (“Ether Futures”) and Bitcoin futures (“Bitcoin Futures”) exposure under a single ETF wrapper for U.S. investors Valkyrie Funds, LLC, a leading digital asset investment management company, is excited to announce the first-of-its-kind dual cryptocurrency futures ETF: Valkyrie Bitcoin and......
RiverStone International to Drive Investment Strategy with Clearwater Analytics
Analytics Investment Services News

RiverStone International to Drive Investment Strategy with Clearwater Analytics

PR Newswire
Delivers Greater Transparency for Lloyd’s Reporting and RiverStone International’s Growing Business Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that RiverStone International, a leading global nonlife run-off insurance business specialist and the largest provider of legacy solutions in the Lloyd’s market, has successfully implemented......
Josh Warren Named Chief Financial Officer of Envestnet
Investment Services News

Josh Warren Named Chief Financial Officer of Envestnet

PR Newswire
Succeeds Pete D’Arrigo Who Will Assist During Transition Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk
Fintech Investment Services News

Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk

Business Wire
Schulte Roth & Zabel is proud to announce the addition of Michael Didiuk as a partner in the Investment Management Regulatory & Compliance Group in New York. Latest Fintech Interview : Global Fintech Interview with Mitchell Morrison, CEO and Founder at Eyeballs Financials “Michael brings a wealth of experience and......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
The Orical Group of Companies Launches SuperVision Brokerage LLC
Investment Services News

The Orical Group of Companies Launches SuperVision Brokerage LLC

Business Wire
The Orical Group of Companies has launched SuperVision Brokerage LLC, to offer capital raising services to its growing number of private fund and private company clients, and adds Paul Mashkovich as SuperVision’s Managing Director and Chief Growth Officer. The Orical Group of Companies (the Orical Group), an award-winning investment management......
State Street’s Market Leading FX Execution Venue, FX Connect, Enters into a Commercial Arrangement with LoopFX
Investment Services News Trading

State Street’s Market Leading FX Execution Venue, FX Connect, Enters into a Commercial Arrangement with LoopFX

Business Wire
State Street’s FX Connect business and LoopFX have agreed to collaborate on an integration to make the LoopFX functionality available through FX Connect State Street Corporation announced that FX Connect, part of the GlobalLink suite of e-trading platforms, technology and workflow solution that provide capabilities that simplify and automate the......
Boosted.ai Announces Boosted Insights 3.0 - Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity
Investment Services News

Boosted.ai Announces Boosted Insights 3.0 – Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity

Business Wire
Boosted.ai launches its most all-encompassing update yet – combining generative AI with its finance-specific algorithms – to save investment managers time, reduce their risk and help make data-driven decisions Boosted.ai, makers of the Boosted Insights platform for investment managers, announced the release of Boosted Insights 3.0, the most powerful update......
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