Tag : investment research

GCG Advisory Partners Acquires Branstrom Financial
Finance News

GCG Advisory Partners Acquires Branstrom Financial

Fintech News Desk
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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......
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Business Fintech Investment Services News

Morningstar Ships Market Monitoring Platform

Fintech News Desk
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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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Capital Markets Fintech Investment Services News

S&P Global Market Intelligence Becomes Exclusive Provider of Citigroup Aftermarket Research

Fintech News Desk
by Fintech News Desk0
S&P Global Market Intelligence announced that investment research from Citigroup (Citi), consistently ranked among the top 3 research firms in the world, will be available exclusively on an embargoed basis to S&P Global Market Intelligence financial and professional services clients. With more than 250 research analysts, Citigroup covers over 3,500......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide
Fintech Investment Services News

Morningstar to Acquire Sustainalytics and Expand Access to ESG Research, Data, and Analytics for Investors Worldwide

Fintech News Desk
by Fintech News Desk0
Two firms will join forces to empower all types of investors to drive long-term, meaningful outcomes that contribute to a more just and sustainable global economy Morningstar, a leading provider of independent investment research, announced it has reached an agreement to acquire Sustainalytics, a globally recognized leader in environmental, social,......
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