Tag : Investment Management

B. Riley Financial Announces Notification of Delinquency with Nasdaq
Compliance management News

B. Riley Financial Announces Notification of Delinquency with Nasdaq

PR Newswire
Nasdaq has informed the Company that it must submit a plan within 60 calendar days, or by May 17, 2024, to address how it intends to regain compliance with Nasdaq’s listing rules. If accepted, Nasdaq can grant an exception of up to 180 calendar days from the filing’s due date,......
Trian Issues White Paper on The Walt Disney Company
Investment Services News

Trian Issues White Paper on The Walt Disney Company

GlobeNewswire
This White Paper provides information about the qualifications and insights of Trian’s two nominees for the Board and outlines initiatives that Trian believes the Board should consider to improve the governance and performance of the Company. The Trian Group,1 which beneficially owns $3.5 billion of common stock in The Walt......
Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data
Investment Services News

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

PR Newswire
Dynamic performance reporting is the “wow factor” in presenting financial goals to clients versus a static page report or presentation Zephyr, a subsidiary of Informa plc, and a recognized leader in investment management and reporting software for financial advisors and wealth managers, unveiled enhanced performance reporting capabilities allowing Zephyr software subscribers......
Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF
Fintech News

Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF

Business Wire
New BondBloxx IR+M ETF designed for investors seeking income and tax-efficient bond strategies Income Research + Management (“Income Research” or “IR+M”) and BondBloxx Investment Management (“BondBloxx”) today announced a new partnership. BondBloxx filed a registration statement for the BondBloxx IR+M Tax-Aware Short Duration ETF, which IR+M will sub-advise. IR+M is......
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023
Fintech News

Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023

PR Newswire
Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023 Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023. Put simply, investment management refers to the supervision of financial assets and investments, extending......
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......
1