Investment professionals

Boosted.ai Names Christian Antaloczy As Chief Product Officer

April 15, 20253 min

Boosted.ai, developers of the leading agentic AI for investment professionals – Boosted.ai Alfa™ – today announced it has appointed Christian Antaloczy as Chief Product Officer (CPO). Antaloczy joins the Boosted.ai team from WhatsApp (parent company Meta) where he led generative AI for businesses, bringing deep expertise in product strategy, AI-driven innovation, and scaling solutions across organizations of all sizes in a highly regulated space. With a proven track record of building and launching industry-defining products,...

by BusinessWire

Platforms

martini.ai Launches Financials Agent to Analyze Credit Risk Using AI

March 28, 20255 min

martini.ai, a leader in AI-driven credit risk analysis, today introduced Financials Agent, an AI-powered tool that lets users upload financial documents, such as 10-K filings, and instantly generate a financial risk report. Instead of spending hours manually extracting data and calculating credit scores, professionals can now get a full financial assessment in just minutes. AI Agents That Do the Heavy Lifting, With Full User Control Credit professionals deal with thousands of financial reports, each requiring...

by PRNewswire

Investments

Altoo Marks 2024 with Continuous Growth and Innovations

March 20, 20258 min

Significant revenue and user adoption fuelled by new partnerships and market expansion Over 125 platform enhancements, including automated dividend forecasting and a revamped mobile app Trebling in mobile user logins over 12 months, highlighting the interest and importance of wealth ‘on the go’ Strong client satisfaction showcased via client survey and new case studies in Altoo’s Resource Center Altoo AG, a Swiss fintech bridging technology and wealth management, achieved significant milestones in 2024, including a more than...

by PRNewswire

Investments

Federated Hermes wins 2025 LSEG Lipper Fund Awards

March 17, 202514 min

Federated Hermes MDT Advisers secures awards for multiple funds and performance periods Two active fixed-income strategies recognized for category outperformance through market cycles

by BusinessWire

Blockchain

Bitwise Appoints Author Jonathan Bier as Advisor on Initiatives

February 21, 20259 min

Bitwise, which recently crossed $12 billion in client assets, is committed to the stewardship of the Bitcoin network in which its clients are invested.

by BusinessWire

Platforms

FTSE Russell Indices Added to Syntax Direct Platform

February 4, 20254 min

Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform

by PRNewswire

Investments

Vanguard Expands Fixed Income Lineup with New Actively Managed Bond ETF

January 13, 20254 min

Vanguard today announced plans to introduce Vanguard Short Duration Bond ETF (VSDB), an active fixed income ETF that will be managed by Vanguard Fixed Income Group. Vanguard intends to launch the ETF in early April of this year. “The addition of VSDB to our line up underscores Vanguard’s commitment to meeting the needs of our clients, providing them with access to Vanguard’s world-class active investment talent at a low cost with the convenience and flexibility...

by BusinessWire

Banking

QED Investors Promotes Camila Vieira to Partner, Head of Brazil

December 19, 20245 min

Camila joined QED in 2022 as the company’s first employee based in São Paulo

by PRNewswire

Investments

CFA Institute Announces Agenda for Flagship Alpha Summit GLOBAL

April 7, 20229 min

Virtual conference for investment and wealth professionals set to welcome more than 3,000 delegates CFA Institute, the global association of investment professionals, today announced the agenda for its flagship conference, Alpha Summit GLOBAL, set to take place between 17 and 19 May 2022. Registration is now open. A fully virtual three-day event, Alpha Summit GLOBAL will address the industry’s biggest challenges and trends. Calling on investment leaders and practitioners to “think beyond the horizon,” Alpha Summit GLOBAL will deliver engagement with renowned...