Insigneo Launches Alia 2.0 for Advisor Connectivity
September 5, 20255 min
The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.
MetLife Names Geert Henckens Global Head of Private Fixed Income
August 25, 20253 min
MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc. announced that it has named Geert Henckens global head of Private Fixed Income. Henckens will expand his role to lead teams that originate and manage a broad array of private asset investments that aim to offer clients attractive relative value, portfolio diversification, and potential downside protection. MIM has a longstanding track record of originating and managing private assets and originated $21.6 billion in...
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,...
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...
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...
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
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.
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
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...
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