Wealth management tips for High-wealth taxpayers
May 24, 202113 min
Diverse Group of Immigrants Fund Fair Fintech
May 21, 20217 min
Grassroots fundraising effort forgoes funding from big banks and VCs to close opportunity gaps Fair, an ethical digital bank and multilingual financial services platform, offering banking, lending, investments and retirement announces 90% of its investors are people of color, 80% are immigrants and many are first-time investors in fintech. Fair CEO and Founder, Khalid Parekh, lead the grassroots fundraising effort and intentionally sought investors from the communities most in need of services from Fair to close...
Totus Wealth Management Launches with Cetera
May 6, 20215 min
Texas-based team supports $2.4 Billion in Assets Cetera, a leading financial advice firm, has announced the affiliation of the newly launched Totus Wealth Management. The Texas-based team supports a reported $2.4 billion in wealth management assets. Led by President & CEO, James Starnes, the practice offers full-service financial planning, a complete suite of wealth management services and an array of insurance and protection products. With the need for greater representation within our profession and access to sound financial guidance ever...
Itiviti partners with True Market
May 6, 20213 min
Itiviti, a leading trading technology and service provider to financial institutions worldwide, today announced a partnership with True Market, a portfolio trading fixed income EMS. This partnership ensures that buy-side institutions utilizing Itiviti’s NYFIX network can aggregate, surveille and trade fixed income on a single screen best execution solution. True Market is one of over 50 buy-side service providers to select NYFIX as their main connectivity partner through Itiviti’s Partnership program. As part of the partnership,...
SRAX, Inc. (NASDAQ: SRAX), a financial technology company that unlocks data and insights for publicly traded companies through Sequire, its SaaS platform, has announced that Sequire has grown to over 5 million retail investors. The Sequire platform is an operating system utilized by publicly traded companies to track their shareholders’ behaviors and trends, and use those insights to engage current and potential investors across marketing channels. Sequire features a network of 5 million+ influential, forward-thinking...
Morningstar, Inc. Reports First-Quarter 2021 Financial Results
April 29, 202118 min
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported first-quarter 2021 financial results. “Broad-based growth reflects strength across our business,” said Kunal Kapoor, Morningstar’s chief executive officer. “Our license-based offerings keep resonating with both public and private market investors, DBRS Morningstar remains focused on cementing its position as the leading alternative to legacy rating agencies, and our ongoing expansion of environmental, social, and governance (ESG) solutions fulfills rising interest in sustainable investing. Recent ESG-related...
Fund the First Partners with GALLS
April 26, 20213 min
GALLS® is the official tactical supply sponsor for the crowdfunding platform, Fund the First, supporting America’s First Responders
Coastal Bridge Advisors Named Gold Winner of 2020 NYX Award
April 26, 20214 min
Firm earns prestigious win in website category
ICE launches Micro Asia Tech 30 Index Futures contracts
April 23, 20215 min
Futures contracts based on the recently launched ICE Asia Tech 30 Index Offers the ability to invest in the 30 largest technology-related companies across Asia-Pacific