Tag : Investment Management

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......
Morgan Stanley Investment Management Introduces Wealth Education Center
Finance Investment Services News

Morgan Stanley Investment Management Introduces Wealth Education Center

Business Wire
by Business Wire0
Morgan Stanley Investment Management (MSIM) today announced the launch of the Wealth Education Center, a centralized education platform designed to help financial advisors translate growing market, tax and investment complexity into clear, practical guidance for their clients. “Advisors face a growing challenge as financial markets, products and tax considerations become......
Ridgeline Introduces AI-Powered, Real-time Market News in its Investment Management Platform
Artificial Intelligence Investments News

Ridgeline Introduces AI-Powered, Real-time Market News in its Investment Management Platform

GlobeNewswire
by GlobeNewswire0
New, embedded Ridgeline Market Intelligence helps firms see macro insights, conduct research, and make faster decisions without leaving core workflows. Ridgeline, the first front-to-back system of record for investment management, announced the release of Ridgeline Market Intelligence, a new capability designed to help firms make faster, more informed decisions and......
Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research
Finance Investment Services News

Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research

EIN Presswire
by EIN Presswire0
VC-Backed Boutique Asset Manager Deepens Intellectual Capital and Expands Differentiated Model Delivery Across Major TAMP Platforms Quartz Partners Investment Management, a venture capital-backed, SEC-registered investment adviser specializing in quantitative separately managed account (SMA) strategies, today announced the acquisition of the investment strategies and intellectual property of AthenaInvest Advisors LLC, a Denver-area pioneer in......
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