Tag : Investment Strategies

AGF Investments Announces Proposed Changes to the Investment Objective of AGF Global Sustainable Growth Equity ETF
Investment Services News

AGF Investments Announces Proposed Changes to the Investment Objective of AGF Global Sustainable Growth Equity ETF

GlobeNewswire
by GlobeNewswire0
AGF Investments Inc. (AGF Investments) announced today proposed changes to the investment objective of AGF Global Sustainable Growth Equity ETF (Ticker: AGSG) (the “ETF”), subject to obtaining securityholder and regulatory approval. Following an extensive review, AGF Investments believes it is in the best interests of the ETF and its securityholders......
Buffalo Funds Announces Portfolio Management Transition for Buffalo Mid Cap Discovery Fund
Fintech Funding Investment Services News

Buffalo Funds Announces Portfolio Management Transition for Buffalo Mid Cap Discovery Fund

EIN Presswire
by EIN Presswire0
Experienced managers with over 60 years of small and mid-cap expertise step in to lead strategy, reinforcing disciplined, research driven approach. Buffalo Funds today announced a portfolio management transition for Buffalo Mid Cap Discovery Fund (BUFTX/BUITX), underscoring the firm’s commitment to disciplined active management and continuous evaluation of its investment......
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......
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......
Redeem Wealth Rebrands as Redeem Financial Group, Unveiling a Fully Integrated Financial Ecosystem to Serve Clients Across the U.S.
Finance News

Redeem Wealth Rebrands as Redeem Financial Group, Unveiling a Fully Integrated Financial Ecosystem to Serve Clients Across the U.S.

Cision PRWeb
by Cision PRWeb0
Redeem Wealth unveils rebrand to Redeem Financial Group and launches integrated “one-team” financial headquarters. Established in 2021, the firm has expanded its boutique roots to offer a comprehensive suite of wealth management, tax, insurance, and real estate services under a single unified brand. Redeem Wealth, a premier financial services firm......
Similize Inc. Acquires $10 Million Proprietary Quantitative Trading Ecosystem to Anchor New FinTech IP Vault
Fintech News Trading

Similize Inc. Acquires $10 Million Proprietary Quantitative Trading Ecosystem to Anchor New FinTech IP Vault

EIN Presswire
by EIN Presswire0
Similize secures a $10M “turnkey” quant ecosystem with 25 alpha models to anchor its IP vault, entering a perpetual license with Rozario Global Management. Similize Inc., a specialized financial technology holding company, announced the definitive completion of a strategic asset acquisition valued at $10,000,000. The transaction secures the transfer of......
Flow Traders Global Diversified Trading Competition Kicks Off: Leading a New Era in Financial Talent Selection
Finance News Trading

Flow Traders Global Diversified Trading Competition Kicks Off: Leading a New Era in Financial Talent Selection

GlobeNewswire
by GlobeNewswire0
Amid the dynamic global financial markets and the convergence of digital assets with traditional investments, Dutch fintech giant Flow Traders proudly announces the launch of the Global Diversified Trading Competition. This highly anticipated international event aims to identify top fund managers with exceptional investment strategies, risk management skills, and market......
North American CFOs Anticipate Significant Uptick in Corporate Cryptocurrency Adoption by 2027
Cryptocurrency Fintech News

North American CFOs Anticipate Significant Uptick in Corporate Cryptocurrency Adoption by 2027

PR Newswire
by PR Newswire0
Nearly 1 in 4 CFOs expect their finance teams to adopt digital currency within two years, according to Deloitte’s latest CFO Signals survey Surveyed corporate finance leaders are signaling a meaningful shift in their approach to digital assets, with growing openness to integrating cryptocurrency into their operations. According to Deloitte’s “Q2 2025......
MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing
Analytics Artificial Intelligence News

MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing

Business Wire
by Business Wire0
Partnership brings AI-driven personalization, tax-loss harvesting, and values-based investing into scalable, advisor-friendly workflows MyVest, a leading provider of enterprise wealth management technology, announced a strategic partnership with Alphathena, an innovator in AI-powered direct indexing. The integration of Alphathena’s personalized direct indexing platform with MyVest’s Strategic Portfolio System (SPS) delivers a......
Haptiq Launches Game-Changing AI Platform to Future-Proof Private Equity Portfolios Through Market Cycles
Artificial Intelligence Fintech News

Haptiq Launches Game-Changing AI Platform to Future-Proof Private Equity Portfolios Through Market Cycles

Business Wire
by Business Wire0
Built for the private equity firms shaping the future, Haptiq delivers the speed, clarity, and execution edge today’s market demands As economic volatility continues to test the limits of traditional investment strategies, private equity firms face longer holding periods and mounting pressure to deliver value creation beyond financial engineering with......
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