How ESG Aligns with Changing Consumer Values: The Rise of Socially Responsible Consumers
July 25, 202415 min
Discover how ESG strategies align with evolving consumer values and the rise of socially responsible consumers driving market trends.
Alternative Data Rise: FinTech Innovation with Sean Adler, GZI Finance
April 18, 20245 min
Alternative Data refers to non-traditional data sets that investors use to guide investment strategy, examples being credit card transactions, mobile device data, satellite imagery, social media sentiment, product reviews, weather data, web traffic, and app usage. The number of alternative-data providers is more than 20 times larger now than it was 30 years ago â with more than 400 currently active providers, compared to only 20 in 1990. A survey by the Alternative Investment Management Association...
Morningstar brings the Evolving Investor to Future Proof
September 12, 202311 min
Morningstar launches new advisor-centered research, business intelligence solution for home offices, and the next step for its AI chatbot Mo
Trinity Capital Inc. announced CEO Transition
September 7, 20237 min
Trinity Capital Inc, a leading provider of diversified financial solutions to growth-stage companies, announced that as part of the Company’s long-term succession plan, its Board of Directors has named Kyle Brown as Chief Executive Officer, effective January 1, 2024. At the same time, Trinity’s current CEO, Steve Brown, will become Executive Chairman of the Board of Directors. This carefully designed leadership transition reflects the vision and planning of the Company’s management team and Board of Directors, who have...
Bake rolls out âRecurring Buysâ, new dollar-cost averaging feature that enables customers to maximize returns and minimize risk
August 10, 20235 min
In conjunction with the launch, Bake is running a lucky draw contest in which winners stand a chance to win $200,000 worth of prizes, including a brand new Tesla.
â Transaction Increases Scale and Enhances Access to Securitization Markets â â Synergistic Expansion Expected to Drive Earnings Accretion and Long-Term Growth â
WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
June 28, 202313 min
WisdomTree, Inc, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of global markets and asset allocation – a distinct process from the traditional index approach. CORBU x WT PolyMacro Model Portfolios are designed using CORBUâs...
Investing for Women â Strategies for Building Wealth and Achieving Financial Goals
March 7, 202313 min
Learn to be financially savvy this International Womenâs Day! Use these 5 strategies to build wealth and achieve your financial goals.