Tag : Investment Management

Causeway Capital Management Named Mutual Fund Provider of the Year by InvestmentNews
Finance Investment Services News

Causeway Capital Management Named Mutual Fund Provider of the Year by InvestmentNews

Business Wire
by Business Wire0
Causeway Capital Management, an investment management firm specializing in global equity strategies, announced it has been named Mutual Fund Provider of the Year at the 2026 InvestmentNews Awards. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted “This award reflects the dedication of our......
First Financial Bankshares Renames Wealth Company to First Financial Wealth Management
Finance Investment Services News

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

EIN Presswire
by EIN Presswire0
First Financial Bankshares has announced that its wealth services company, formerly known as First Financial Trust, is now operating as First Financial Wealth Management. The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months. First Financial Wealth Management reflects the......
Dasseti Launches Integration with Nasdaq eVestment™ Omni to Streamline Consultant Database Narrative Management
Artificial Intelligence Investment Services News

Dasseti Launches Integration with Nasdaq eVestment™ Omni to Streamline Consultant Database Narrative Management

Business Wire
by Business Wire0
Dasseti, the investment management industry’s specialist RFP and DDQ response platform, announced the launch of its direct integration with Nasdaq eVestment Omni. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted “Our relationship with Nasdaq eVestment has always been centered around improving how investment......
Choate Continues to Grow Its Fund Formation and Investment Management Practice with the Addition of Jason Karlinsky
Fintech Funding Investment Services News

Choate Continues to Grow Its Fund Formation and Investment Management Practice with the Addition of Jason Karlinsky

EIN Presswire
by EIN Presswire0
Seasoned partner with extensive experience advising fund managers and institutional investors at Credit Suisse strengthens Choate’s New York presence. Choate welcomes Jason S. Karlinsky as a partner in the firm’s nationally recognized Fund Formation and Investment Management practice. Karlinsky pairs deep fund formation experience across asset classes with more than a......
PGIM Announces Strategic Enhancements to Equity ETF Platform
Finance Investment Services News

PGIM Announces Strategic Enhancements to Equity ETF Platform

Business Wire
by Business Wire0
Enhancements organize equity ETF lineup around core and focused strategies PGIM, the $1.4 trillion1 global investment management business of Prudential Financial, Inc. , announced a series of enhancements to its Jennison equity exchange-traded fund (ETF) lineup. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at......
Moment and Ramp Partner to Bring Institutional Cash Management to Finance Teams
Finance Investment Services News

Moment and Ramp Partner to Bring Institutional Cash Management to Finance Teams

PR Newswire
by PR Newswire0
Two leaders in modern financial infrastructure are combining capabilities to automate how businesses manage and invest cash Moment, the AI operating system for investment management, and Ramp, the leading financial operations platform, announced a strategic partnership that marks a fundamental shift in corporate treasury. For the first time, finance teams can......
Boosted.ai Appoints Jackie Wylie as Chief Marketing Officer
Artificial Intelligence Investments News

Boosted.ai Appoints Jackie Wylie as Chief Marketing Officer

Business Wire
by Business Wire0
Seasoned Executive Joins Agentic AI Leader Redefining How The World Invests Boosted.ai, the leader in agentic AI for investment management, announced that Jackie Wylie has joined the company as Chief Marketing Officer (CMO). Ms. Wylie brings more than 15 years of B2B and SaaS marketing leadership, with a proven track......
XA Investments Launches Custom GenAI Tool for Interval Fund Market Research
Fintech Funding Investment Services News

XA Investments Launches Custom GenAI Tool for Interval Fund Market Research

GlobeNewswire
by GlobeNewswire0
YOGI Designed to Effectively Combine Human Expertise with Technology XA Investments LLC, a Chicago-based alternative investment management and consulting firm, announced the availability of the firm’s first generative artificial intelligence capability for its consulting clients and research subscribers. XA Investments built YOGI, a proprietary GenAI research tool designed to transform......
Dynamo Software Acquires InvestHub to Expand Highly-Optimized Private Markets Operations Capabilities
Artificial Intelligence Investment Services News

Dynamo Software Acquires InvestHub to Expand Highly-Optimized Private Markets Operations Capabilities

Business Wire
by Business Wire0
Highly Adaptable, Secure InvestHub Platform Supports Private Equity Infrastructure & Private Debt Workflows Dynamo Software, a leading provider of AI-powered technology for alternative investment management, announced the acquisition of InvestHub, a specialized platform designed to digitize workflows for private equity and asset management firms. The acquisition strengthens Dynamo Software’s market position by......
Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65
Finance Investment Services News

Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65

EIN Presswire
by EIN Presswire0
Colorado Financial Advisors announces Andrew Burnside’s Series 65 qualification, expanding its tax-focused investment advisory expertise. Colorado Financial Advisors has announced that Andrew P. Burnside Jr. has successfully passed the Series 65 exam and is now a licensed Investment Advisor Representative, further expanding the firm’s advisory capabilities. The Series 65 license qualifies......
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