Strategic partnership seamlessly combines Tumelo’s pass-through voting technology with Proxymity’s digital voting platform and global reach

Keystone Private Wealth is thrilled to announce the addition of Robert Valenzuela and Todd Luttmers to our firm. With their combined expertise and unwavering commitment to client service, Robert and Todd bring fresh energy to Keystone that aligns perfectly with our mission of prioritizing our clients. Together, they managed over $100 million in investment assets.

Rotation Out of Large Cap Banks Accelerates

ComparisonAdviser shares a recent study that investigates the impact of a financial advisor on people's confidence in their financial plan.

Deutsche Bank Singapore goes live with Proxymity Vote Connect Global, the first Proxymity partner to launch in Singapore, expediting the arrival of true shareholder democracy worldwide with complete global meeting coverage.

Partnership supercharges superior research through strategic technology integration

The Border to Coast Alternatives team plans to digitize their due diligence questionnaires, research and operational risk monitoring activities with the help of DiligenceVault.

Credit and Market Risk Menace Banks

US-based Lessor Continues New Gen Fleet Expansion

Securitization Backed by Nonagency Closed End Second Lien, Owner Occupied and Investor Mortgage Loans

Bank Leaders Up Double Digits in First Four Months of '24

The SnapTrade API enhances Delta's portfolio tracking features

Callahan Joins After 13 Years at Man Group

From Podcast to Video: Christian Briggs Brings Expert Commentary and Financial Insights to a New Platform

Commercial Real Estate Deflates, Residential Slowing

New Video Podcast Episode Discusses the Implications of Central Bank Digital Currencies in the U.S.

Expanding Horizons with Onramp MENA

The latest transaction carries a AAA (sf) rating from both Fitch Ratings Inc. and Kroll Bond Rating Agency, LLC on the Class A Notes.

Product delivers innovative investor relations services for HSBC in the Australian market, with deployment in other markets expected in due course

Bosun is a diverse-owned and led asset management firm broadening representation in the investment industry while seizing growth opportunities to deliver alpha for its clients.

2-10 HBW Offers Members Free Access to Leading Digital Home-Care Platform

Over 50% of Americans in Varying Age Groups Say They are Open to Working With a Remote Financial Advisor in Recent Survey

For Investors Actively Seeking More - A distinct active approach seeking sustainable income and capital appreciation.

Indices Focus on Top Performing Banks

Locusview provides a seamless digital workflow for construction jobs from planning to construction to closeout.

Seeking income and capital appreciation regardless of Fed policy

Aisot Technologies, a leader in advanced artificial intelligence solutions for professional and institutional investors, is excited to announce the launch of its latest innovation – the AI Insights Platform for Equities. This state-of-the-art platform is designed to transform the way investors design, validate, and customize investment strategies at scale, providing unprecedented actionable, real-time analytical capabilities and insights for the stock market.

Delivers access to transparent and real-time digital communications through Proxymity Vote Connect Total

Braemar Village Center is the 74th property currently owned by Sterling Organization, via managed subsidiaries, in markets throughout the U.S.

As Inman expands its awards program recognizing the achievements of trailblazers throughout the real estate community, Sponholtz is selected as a winner in “Alternative Finance.”

Investors Recognize ImpactAlpha’s Purpose-Built Platform for Investors and Entrepreneurs Seeking Outperformance in Financial Returns and Positive Impact

Cardano adopts DiligenceVault for manager research, operational due diligence and ESG assessment because it is flexible, integrates with their existing systems and has the largest ecosystem of asset managers & GPs.

Proxymity, in partnership with Computershare and Citi, now provides the South African market with the unprecedented ability to leverage golden source data, delivering investor communications in real-time and error-free, throughout the entire chain of ownership.

The acquisition will accelerate the development of Passiv's SnapTrade product