stock market - FinTecBuzz

UBS Advisor Matt Odom Recognized on Forbes Best-In-State Wealth Advisors List

June 2, 20233 min

UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. “We are incredibly proud to see Matt recognized for his achievements and commitment to helping clients achieve their financial goals,” said Chris Cannon, Knoxville Market Director at UBS Wealth Management USA. “Matt consistently goes above and beyond for his clients and exemplifies...

by BusinessWire

Investments

High-Net-Worth Population and Wealth Experience Significant Decline

June 2, 20239 min

Equity market plunge saw HNWIs lose $3 Trillion in wealth; North America retains top wealth spot, while Africa, Latin America, and the Middle East were the only growth regions

by PRNewswire

Investments

Paul J. Carbone Joins Larry H. Miller Company Board

June 2, 202310 min

Mary Lee Schneider Appointed as Board's Lead Independent Director Founding Director Dennis Haslam Retires from the Board

by PRNewswire

Investments

Investment technologies leader SigTech enters APAC market

June 1, 20233 min

SigTech, a leading provider of investment technologies, announces its entry into the Asia-Pacific (APAC) market. Building upon its recent partnerships with three of Australia’s top ten superannuation funds, SigTech is expanding its operations to better serve local customers and capitalize on the immense growth potential within the region. “In today’s macro environment, there is a clear need for innovative and differentiated technology solutions to challenges in trading and investing,” said Amy Wu, the newly appointed APAC Regional Director at...

by PRNewswire

Investments

Lannebo Fonder AB Adopts Bloomberg Buy-Side Solutions

May 31, 20234 min

Bloomberg announced that Lannebo Fonder AB, an independent Nordic investment manager of 19 funds, has adopted Bloomberg Buy-Side Solutions offerings, including Bloomberg AIM, a leading order and investment management solution, and PORT Enterprise, Bloomberg’s advanced portfolio and risk analytics solution. Lannebo Fonder AB will utilize Bloomberg AIM to streamline and future proof its order management operations as it scales and completes a refresh of its operating model design. PORT Enterprise delivers industry-leading risk and attribution...

by BusinessWire

Investments

KKR Names Dan Pietrzak Global Head of Private Credit

May 22, 20234 min

KKR, a leading global investment firm, today announced it has named Dan Pietrzak as Global Head of Private Credit. Most recently, Mr. Pietrzak served as Co-Head of Private Credit with Matthieu Boulanger, who is leaving to pursue other opportunities. “As traditional lenders pull back, scaled private credit investors have a real opportunity to provide capital to high quality issuers and the breadth and depth of our platform enables us to support issuers with bespoke solutions,”...

by PRNewswire

Investments

MDOTM Ltd announces new ChatGPT-powered features in Sphere

May 18, 20233 min

Sphere's ChatGPT-powered Integration Provides Asset And Wealth Managers With New Tools To Enhance Investment Decision-Making

by BusinessWire

Investments

YCharts and Orion Release Integration Enhancement

May 18, 20233 min

This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications.

by PRNewswire

Financial Software

IPC CEO Robert A. Santella Named ‘Ops Business Person of the Year’

June 9, 20204 min

IPC, a leading global provider of secure, compliant communications and networking solutions for the global financial markets, is thrilled to announce today that Chief Executive Officer Robert (Bob) A. Santella has won the prestigious “Ops Business Person of the Year” award in the 2020 FTF News Technology Innovation Awards. The FTF Awards celebrate and recognize the professionals, financial technology vendors, service providers, industry bodies, and regulators that have made significant strides and had noteworthy achievements in operational excellence....

by PRNewswire

Investments

ANSYS to Join NASDAQ-100 Index

December 18, 20194 min

ANSYS (Nasdaq: ANSS) will become a component of the NASDAQ-100® Index (Nasdaq: NDX) effective with the stock market open on Dec. 23, 2019. The NASDAQ-100 index is composed of the 100 largest non-financial company stocks listed on The Nasdaq Stock Market based on market capitalization. Payments “We are honored to join this elite group of the world’s most successful and dynamic companies on the NASDAQ-100 Index,” said Ajei Gopal, ANSYS president and CEO. “The simulation...

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