This collaboration integrates Advyzon Investment Management solutions to simplify investment management for financial ...
Demand from investors is in retreat as the popularity of passive funds and fixed income rises — but loyalists are convinced that opportunities remain ...
Technology has also impacted investment management over the decades, although some portfolio managers have been loath to adapt. LOS ANGELES, UNITED STATES - 2020/02/01: A view of a Deloitte logo.
THB Capital Management, an investment management company, released its “THB Micro Cap Strategy” Q3 2024 investor letter. A ...
Fees are under pressure, clients are looking for “more holistic solutions … (from) fewer asset managers” covering both public ...
Conflicts are meant to be disclosed. The reality is often different, Hunter Lewis writes in a guest commentary.
The $500 million firm gives the fast-growing national RIA additional footholds in the Northern California and the Pacific ...
Generative artificial intelligence company Boosted.ai announced this week the closing of a $15 million financing round. Part of the funding will go toward further developing its latest technology and ...
In what will increase standardization and integration, Franklin announced in July 2024 that it is bringing Aladdin, BlackRock’s popular investment management technology platform, to the firm ...