Tag : investment research

Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. announced that financial advisors Laura Burback, AAMS and Kari Brown, AAMS, APMA joined the firm for its client-first culture and technology. The advisors operated separate......
Tellimer Launches Scriber a Financial Insights and Research Platform for the Independent Investment Community
Finance News

Tellimer Launches Scriber a Financial Insights and Research Platform for the Independent Investment Community

Fintech News Desk
– Created for independent analysts, traders, investors, and business commentators to provide the growing investment community with subscription-led research, insight, and financial information – Giving financial writers and experts professional-grade publishing tools to design and distribute digital content via email, web, and social channels – Targets the estimated 300 million......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
GCG Advisory Partners Acquires Branstrom Financial
Finance News

GCG Advisory Partners Acquires Branstrom Financial

Fintech News Desk
GCG Wealth Management, an independent, regional financial services firm that manages more than $1.5 billion of total client assets under management and provides acquisition, succession and liquidity deals for advisors who need support prepping for retirement while continuing to work with their clients. GCG Wealth Management announced that 46-year financial services veteran, John......
Introducing Asia Investment Research: Tracking Global Investment Flows into China and Asia
Investments News

Introducing Asia Investment Research: Tracking Global Investment Flows into China and Asia

Fintech News Desk
Asia Investment Research – AIR – is a new, unique data source for tracking outbound investment from the United States and European Union into China and Asia. Latest Fintech Insights: Embedded Finance Leader Alviere Runs Ad Campaign Announcing Official Arrival of New Era of Finance Tracking where the money is heading is an excellent way......
People Data Labs Raises $45M to Empower Engineers Building B2B Data Products
Fintech News

People Data Labs Raises $45M to Empower Engineers Building B2B Data Products

Fintech News Desk
PDL will expand its offerings in fintech, fraud detection, risk mitigation, and investment research and expand its team People Data Labs (PDL), which builds innovative APIs that empower developers, engineers, and data scientists to build new data-driven products using its 3 billion high-quality B2B data records, has raised $45 million in......
Morningstar-ships-market-monitoring-platform
Business Fintech Investment Services News

Morningstar Ships Market Monitoring Platform

Fintech News Desk
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
MackeyRMS Expands Leadership Team with Appointment of VP, Customer Success
Fintech Investment Services News

MackeyRMS Expands Leadership Team with Appointment of VP, Customer Success

Fintech News Desk
Sheryl Hawk to Lead Expansion of Group Dedicated to Maximizing Individual, Team, and Enterprise Value for the Firm’s Rapidly Growing Global Asset Manager Client Base MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real......
MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios
Fintech Fintech Funding Investment Services News

MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios

Fintech News Desk
The Release of ESG Scorecards Comes as Funds Applying ESG Investment Criteria Topped $1 Trillion AUM in Q2 2020 MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the release of......
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