Tag : Investment Management

EFCG Advises Olsson on its Sale to Morgan Stanley Capital Partners
Finance Investment Services News

EFCG Advises Olsson on its Sale to Morgan Stanley Capital Partners

EIN Presswire
by EIN Presswire0
The Environmental Financial Consulting Group, LLC (“EFCG”), through its registered broker-dealer affiliate EFCG Transaction Services LLC, is pleased to announce the sale of the engineering firm Olsson, Inc. (“Olsson”) to investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management.......
Digital Shape Technologies Unveils Its New Digital Showcase
Finance Investment Services News

Digital Shape Technologies Unveils Its New Digital Showcase

EIN Presswire
by EIN Presswire0
A new website offering a clear window into Webfolio®’s full capabilities in institutional investment management. Digital Shape Technologies, a Canadian company specializing in investment management software solutions, is proud to announce the launch of its brand-new website. This redesign marks a new chapter in the evolution of the company and......
Arey Group Appoints New Chief Financial Officer
Finance Investment Services News

Arey Group Appoints New Chief Financial Officer

EIN Presswire
by EIN Presswire0
Veteran Real Estate Executive Rustyn Osier Joins the AREY Team AREY Group, a real estate investment, development, and property management firm with a clear vision to quickly grow and scale, announced the appointment of Rustyn (Rusty) Osier as its Chief Financial Officer, marking a key addition to the company’s executive......
JPMorgan Announces Cash Distributions for the JPMorgan ETFs
Fintech News

JPMorgan Announces Cash Distributions for the JPMorgan ETFs

GlobeNewswire
by GlobeNewswire0
J. P. Morgan Asset Management (JPMAM) announced the final October 2025 cash distributions for the below listed JPMorgan ETFs. The JPMorgan ETFs trade on the Toronto Stock Exchange (TSX). Unitholders of record on November 18, 2025 will receive cash distributions payable on November 24, 2025. Details of the “per unit”......
Artificial Intelligence Featured Finance Fintech Investments

Beyond Robo-Advisors: Is AI Finally Ready to Be Your Financial Advisor?

Fintech Staff Writer
by Fintech Staff Writer0
You may think that a personal financial advisor, one who can grasp all the nuances of your finances, is beyond your means. Such personalized advice was once the preserve of the ultra-wealthy. The first wave of technology attempted to solve this with robo-advisors, which was a good start. But what......
CWAN Reports 800+ AI Agents Now Available for Deployment Across $10 Trillion in Client Assets
Digital Asset Management Finance News

CWAN Reports 800+ AI Agents Now Available for Deployment Across $10 Trillion in Client Assets

Business Wire
by Business Wire0
Global institutions deploy CWAN GenAI agents that can scale to millions of daily tasks across reconciliation, reporting, and portfolio management Clearwater Analytics , the most comprehensive technology platform for investment management, announced the global deployment of CWAN GenAI, a newly-launched, embedded generative AI platform that can be deployed to transform investment......
Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management
Fintech News

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management

GlobeNewswire
by GlobeNewswire0
Seasoned Financial Advisor Jakub Kubrak has launched his own independent Fiduciary firm, Kubrak Wealth Advisors, to simplify complex wealth management topics for everyday individuals. Drawing on more than a decade of experience at top financial institutions, including Fisher Investments, JPMorgan, and Texas Capital Bank, Kubrak now leads his firm with......
SoftPak Financial Systems CEO to Deliver Keynote ‘AI Revolution in Investment Management’ at RIA Edge Los Angeles 2025
Finance Investment Services News

SoftPak Financial Systems CEO to Deliver Keynote ‘AI Revolution in Investment Management’ at RIA Edge Los Angeles 2025

EIN Presswire
by EIN Presswire0
Naaz Scheik, CEO of SoftPak shares how RIAs can embed AI into portfolio, compliance, and client service at RIA Edge LA 2025. SoftPak Financial Systems, a leading provider of custom software solutions for the wealth management industry, announced that its Chief Executive Officer, Naaz Scheik, will deliver a keynote address at......
Manatt Adds Seasoned Investment Funds Partner to its Growing Corporate Practice
Fintech Investment Services News

Manatt Adds Seasoned Investment Funds Partner to its Growing Corporate Practice

GlobeNewswire
by GlobeNewswire0
Peter Tsirigotis brings nearly 30 years of experience advising domestic and international clients on fund formation, investment management, securities and financial services regulation Manatt, Phelps & Phillips, LLP, a multidisciplinary, integrated professional services firm, announced the arrival of Washington, D.C.-based Partner Peter Tsirigotis to the Firm’s M&A, Private Equity, Capital Markets......
Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher
Fintech Investment Services News

Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher

Cision PRWeb
by Cision PRWeb0
Industry leaders bring world-class expertise from investment management and enterprise SaaS domains Ridgeline, the AI-embedded cloud platform for investment management, announced the appointments of Daniel Eriksson as Senior Vice President of Product Strategy, and Lisa Faucher as Senior Vice President of People and Operations. In their respective roles, Eriksson will define and execute......
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