Tag : Investment Management

XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits
Fintech Investments News

Twain Financial Partners Delivers Solar Energy Through Debt Financing and Investment Tax Credits

Fintech News Desk
by Fintech News Desk0
Twain Financial Partners is bringing both debt financing and Investment Tax Credit (ITC) equity to solar energy projects across the country. This move positions Twain as a one-stop shop for solar installers looking for installation financing, debt and tax equity. Twain makes equity investments in solar projects that qualify for......
ComplySci Appoints Widely-Respected Finance And Accounting Executive Wendy Fraulo As New CFO
Fintech Investments News

ComplySci Appoints Widely-Respected Finance And Accounting Executive Wendy Fraulo As New CFO

Fintech News Desk
by Fintech News Desk0
Veteran Leader’s Experience in High-Tech and Private Equity-Backed Enterprises Positions Leading Financial Services Sector RegTech Provider for Continued Growth, Expansion  ComplySci, the leading provider of regulatory technology and compliance solutions for the financial services sector, announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than......
John Hancock Investment Management launches actively managed Mortgage-Backed Securities ETF subadvised by Manulife Investment Management
Investments Mortgage News

John Hancock Investment Management launches actively managed Mortgage-Backed Securities ETF subadvised by Manulife Investment Management

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management LLC announced the availability of John Hancock Mortgage-Backed Securities ETF (ticker: JHMB). The exchange-traded fund (ETF) is subadvised by Manulife Investment Management (US) LLC, John Hancock Investment Management’s affiliated asset manager. It is the second actively managed fixed-income ETF launched by John Hancock Investment Management this......
Manulife Investment Management Further Strengthens Emerging Markets Capabilities
Investments News

Manulife Investment Management Further Strengthens Emerging Markets Capabilities

Fintech News Desk
by Fintech News Desk0
Appoints Bryony Deuchars, CFA, senior investment analyst and Talib Saifee, portfolio manager, to its emerging markets equity strategies  Manulife Investment Management announced the appointment of Bryony Deuchars, CFA, senior investment analyst, to its emerging markets equity strategies effective 16 August 2021. In addition, Talib Saifee is being promoted to portfolio manager on the......
B. Riley Financial Appoints Renée E. LaBran to its Board of Directors
Fintech News

B. Riley Financial Appoints Renée E. LaBran to its Board of Directors

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc., a diversified financial services company, announced that Renée E. LaBran has joined its Board of Directors and will serve on the Audit and Governance Committees. With her appointment, the number of directors on B. Riley’s board increases to nine members, including seven independent directors. Bryant Riley,......
Annette L. Nazareth Appointed to Broadridge Board of Directors
Fintech Investment Services News

Annette L. Nazareth Appointed to Broadridge Board of Directors

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, is pleased to announce the appointment of Annette L. Nazareth as an independent member of its Board of Directors, effective August 10, 2021. Following her appointment, Broadridge’s Board consists of 12 members, 10 of whom are independent. Ms. Nazareth is a Senior Counsel......
BNY Mellon Investment Management Commences Trading of Active ETF Solutions
Investments News

BNY Mellon Investment Management Commences Trading of Active ETF Solutions

Fintech News Desk
by Fintech News Desk0
The BNY Mellon Ultra Short Income ETF–First of Several Upcoming Active ETFs to Bring BNY Mellon Investment Management Specialist Capabilities to ETF Market BNY Mellon Investment Management, one of the world’s largest asset managers with $2.3 trillion in assets under management, announced the expansion of its Exchange-Traded Funds (ETFs) range with......
ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors
Fintech Investments News

ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors

Fintech News Desk
by Fintech News Desk0
Founder and Chairman of Smarsh and CMO of Advisor Group to Provide Strategic Guidance to ComplySci Executive Team, Supporting Company’s Continued Expansion Board Additions Follow $120 Million Growth Investment in ComplySci by Leading Private Equity Firm, K1 Investment Management  ComplySci, the leading provider of regulatory technology and compliance solutions for......
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