Tag : CFA

Jeff Weniger joins Corgi as Chief Investment Strategist After Nearly a Decade at WisdomTree Asset Management
Finance Fintech News

Jeff Weniger joins Corgi as Chief Investment Strategist After Nearly a Decade at WisdomTree Asset Management

PR Newswire
by PR Newswire0
Veteran macro strategist joins Corgi Invest to lead market strategy and investor education across the firm’s ETF lineup. Corgi Invest announced that Jeff Weniger, CFA, has joined the firm as Chief Investment Strategist. In the role, Mr. Weniger will help shape product strategy and lead the firm’s market commentary and......
CFA Institute Systemic Risk Council Renews “Too Big to Fail” Concerns Over Proposed Basel III Rules
Finance Fintech News

CFA Institute Systemic Risk Council Renews “Too Big to Fail” Concerns Over Proposed Basel III Rules

Business Wire
by Business Wire0
The CFA Institute Systemic Risk Council (SRC), an independent, nonpartisan group of financial experts and former policymakers, has issued a public comment letter warning about recent proposals by U.S. banking regulators to implement the final phase of the Basel III international capital standards. Read More on Fintech : Global Fintech Interview with Rob......
Manulife John Hancock Investments Launches New Active Hedged Equity ETF
Fintech Investments News

Manulife John Hancock Investments Launches New Active Hedged Equity ETF

PR Newswire
by PR Newswire0
Manulife John Hancock Investments announced the launch of John Hancock Hedged Equity ETF, managed by Manulife Investment Management (Manulife IM). With JHDG, Manulife John Hancock Investments’ ETF platform now has 19 funds with more than $12 billion in assets under management. Strategies include U.S. and international equity, preferred income, mortgage-backed......
viaNexus and SavaNet Launch Advanced U.S. Fundamentals Dataset Built for Modern Analytics and AI
Analytics Finance News

viaNexus and SavaNet Launch Advanced U.S. Fundamentals Dataset Built for Modern Analytics and AI

PR Newswire
by PR Newswire0
New dataset transforms complex regulatory filings into standardized financial data accessible through high-performance APIs viaNexus, the high-performance financial data platform, announced the launch of the SavaNet-viaNexus U.S. Normalized Fundamentals dataset, developed in partnership with financial analytics firm SavaNet. The new dataset converts complex corporate filings into a deeply standardized financial......
Pluto Launches an AI-Powered Lending Platform to Unlock Liquidity in Private Markets, Backed by Leading Credit Investors
Finance Lending News

Pluto Launches an AI-Powered Lending Platform to Unlock Liquidity in Private Markets, Backed by Leading Credit Investors

Business Wire
by Business Wire0
The company also announced $8.6 million in seed funding from Motive Ventures, Portage, Apollo, and Hamilton Lane to build AI-powered credit infrastructure that enables financial advisors and their high-net-worth clients to borrow against private equity, venture, and alternative assets without selling. Pluto Financial Technologies, Inc. has launched the first AI-powered......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
Northisle Announces $1.9 Million Strategic Investment By Michael Gentile, CFA And Pierre Beaudoin
Fintech Investment Services News

Northisle Announces $1.9 Million Strategic Investment By Michael Gentile, CFA And Pierre Beaudoin

Fintech News Desk
by Fintech News Desk0
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR RELEASE, PUBLICATION, DISTRIBUTION OR DISSEMINATION DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES Northisle Copper and Gold Inc. (“Northisle” or the “Company”) is pleased to announce that it intends to raise aggregate gross proceeds of......
Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde
Fintech News

Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde

Fintech News Desk
by Fintech News Desk0
Rothschild Joins as President & Valverde Joins as GM to Maximize Apex Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management Apex Clearing, a PEAK6 company and the custody and clearing engine powering the future of wealth management, announced the addition of two financial services and......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
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