Recent Headlines
Within Asset Management
RoZetta Technology Awarded Best Tick Data Management Platform
RoZetta Technology awarded the 2021 TradingTech Insight USA Award for Best Tick Data Management Platform. Ensuring organisations have cost-effective and easy access to the burgeoning amount of data needed to support their analytic, trading, risk management and compliance activity, is where RoZetta... - June 18, 2021 - RoZetta Technology
C&C Financial Group, LLC Launches “Open Access” Financial Planning Firm in Houston, Texas
Today at the launch Event, C&C Financial Advisory announced the firm’s focus on working with individuals and families who value financial security over promises of “quick riches.” “We think of ourselves as a thinking partner for our clients as we help them fortify their... - June 12, 2021 - C&C Financial Advisory
Peoples Processing Promotes Manoj Naik to Head of Global Mortgage Operations
Peoples Processing Inc. announced today that it has recently promoted Manoj Naik to Head of Global Mortgage Operations. In his new role, Manoj will be responsible for overall client delivery/operations across the globe. Manoj provides guidance and leadership to a diverse team of employees spread... - June 11, 2021 - Peoples Processing
KL Winterbourne Associates - Brazil Records Better Than Expected Growth in Q1
Brazilian economic growth surprises in first quarter as economy returns to pre-pandemic level. - June 03, 2021 - KL Winterbourne Associates
JC Rothchild General - Australian Job Market Strengthens
Australian job market recovers well but RBA still inclined to hold interest rates steady say analysts at JC Rothchild General. - May 27, 2021 - JC Rothchild General
The Nathan Agencies Become Livictus Financial Services
The Nathan Agencies proudly announces its new name, Livictus Financial Services. The Nathan Agencies, a premier financial planning firm in Western Massachusetts, is changing its name to Livictus Financial Services. Christian Sulmasy, Owner of Livictus, stated, “We are excited about our... - May 25, 2021 - Livictus Financial Services
Global Private Equity Partners Provides Financing for Development of One of Europe's Largest Wind Farm Projects in Several Locations
The Wind Farm Project is to have a combined capacity of over 150 MW, providing electricity to over 100,000 households from renewable energy sources. Global Private Equity Partners provides total funding of EUR 144 Million. Global Private Equity Partners holds 33% of the Corporate Shares which are... - May 17, 2021 - Global Private Equity Partners
New Woman-Owned Consultancy Aims to be Mortgage Industry’s Trusted Advisor
“Unprepared is Unacceptable.” - New Consultancy, Consigliera, Founded to Assist Mortgage Servicing Industry Through New Era of Regulatory Scrutiny, Focusing on Readiness, Innovative Solutions and Meaningful Connection with the Default Consumer. - May 11, 2021 - Consigliera LLC
Award Winning Professor, Author and Financial Advisor Joins ARGI
ARGI, a Louisville-based personal and business financial advisory firm, is pleased to announce that Dr. Ron A. Rhoades, J.D., CFP® has joined the firm as a Financial Advisor and Content Specialist. Currently, Dr. Rhoades serves as Director for Western Kentucky University’s Personal... - May 08, 2021 - ARGI Financial Group
JMS Financial Forecasts an Electrifying Year Ahead for EVs
According to JMS, the global market for electric vehicles is expected to expand from USD 121.8 billion in 2020 to USD 236.3 billion in 2027, with a CAGR of 10.6% between 2021 and 2027. - May 07, 2021 - JMS Financial
CapitaLand Acquires Its First Hyperscale Data Centre Campus in China for RMB3.66 Billion
Expansion into one of the world’s largest data centre markets reinforces CapitaLand’s ambition to grow data centres into a global business. - May 06, 2021 - CapitaLand Investment Limited
JC Rothchild General: Australia’s COVID Win Boosts Economy
Australia’s management of the coronavirus health crisis has enabled its economy to recovery more quickly after a less severe contraction than its peers. - April 30, 2021 - JC Rothchild General
RPA to Host Virtual Continuing Education Seminar Trustee University for Missouri Plan Trustees
May 4 virtual event helps DC retirement committee members satisfy state’s annual continuing education requirement. - April 28, 2021 - Retirement Plan Advisors
Saint James Holding and Investment Company Announces Acquisition of Victura Construction Group and Provides Shareholder Update
Saint James Holding and Investment Company Trust (SJT) announces that it has acquired Victura Construction Group, Inc. (OTC: VICT), a holding company focused on strategic acquisitions within the construction industry and provides updates to its shareholders. Management Commentary: Contract Mining... - April 28, 2021 - Saint James Holding and Investment Co.
European Based Private Investment Firm Received USD $875 Million of Equity Financing from Global Private Equity Partners
Proceeds from the Financing will be used to Fund Business Growth and for general Corporate expansion purposes. - April 28, 2021 - Global Private Equity Partners
SimplyBiz Appoints Hoxton Capital Management to Pension Transfer Bureau
SimplyBiz has announced the appointment of Hoxton Capital Management to its DB pension transfer referral bureau panel. Hoxton, through its global companies and network, offers an international service, meaning it is able to conduct cases for clients not only in the UK, but also the EU, US,... - April 28, 2021 - Hoxton Capital Management
Da Vinci Increases Investment in DataArt
Emerging markets private equity firm Da Vinci Capital has closed a follow-on investment in global software engineering company DataArt. Da Vinci Capital made its initial investment in DataArt in 2018. Despite the COVID-19 pandemic in 2020, DataArt achieved record annual revenue up over 15% from... - April 15, 2021 - Da Vinci Capital
Sexton Advisory Group Reveals Top Retirement Risks to Address in 2021
As More Americans Face Early Retirement, Financial Consultant Steve Sexton Shares Important Risk Management Tips. - April 15, 2021 - Sexton Advisory Group
Ascendas India Trust Secures Maiden S$100 Million Sustainability-Linked Loan from UOB
Securing the Trust’s maiden sustainability-linked loan facility is testament to the Trust’s effort in minimising its environmental footprint - April 15, 2021 - CapitaLand Investment Limited
Fundacion Génesis Empresarial Sees 3x Lower Loan Defaults After Using Alternative Credit Data by Innovative Assessments
Fundación Génesis Empresarial has partnered with IAssessments to assist in their risk assessments and loan origination processes. Génesis Empresarial, a Guatemala based foundation specialized in economic and social development, originally tested Worthy Credit during 2018. They... - April 14, 2021 - Innovative Assessments
Global Private Equity Partners Provided a USD $575 Million Loan for Power Plant
Global Private Equity Partners provided a USD $575 Million Loan to set up an 800 megawatt (MW) Power Plant in the South Western region of Asia. The plant, operating on the latest technology, will help meet the south Asian Country’s growing demand for clean energy, said Global Private Equity... - April 13, 2021 - Global Private Equity Partners
Kentucky Home Price Growth to Moderate on Low Inventory
Opportunity for single-family rental investors as first-time buyers get priced out. - April 10, 2021 - WAIN Street
Peoples Processing Appoints Rich Kean as Senior Manager, Client Engagement
Peoples Processing, Inc., a DBA of Direct Mortgage, Corp., announced today that it has recently appointed Rich Kean as Senior Manager, Client Engagement. In this new role, Rich will be responsible for bringing in and managing new strategic partnerships with marquee clients. Before joining Peoples... - April 10, 2021 - Peoples Processing
Global Private Equity Partners Provides a USD $650MM Loan for European-Based International Energy Company
Global Private Equity Partners provided a USD $650MM Loan for European-based International Energy Company for their energy and wholesale marketing divisions. The facility supports Company's oil product purchase and storage, energy and wholesale marketing, logistics and merchant activities. Global... - April 05, 2021 - Global Private Equity Partners
Longshore Capital and Revco Solutions Acquire ARMC Financial Services
Revco Solutions is pleased to announce the acquisition of ARMC Financial Services, a healthcare revenue cycle management company that specializes in insurance denial management - helping hospitals collect revenue that is improperly denied by insurance carriers. - March 31, 2021 - Revco Solutions
WealthScope Financial Presents Financial Education to Residency Programs at Geisinger Hospital
Financial Advisors in Allentown PA offer financial educational seminars to residency programs at hospitals and schools around the country. - March 30, 2021 - WealthScope Financial
WealthScope Financial Announces the Opening of New Office in Allentown, PA
Financial Consulting firm relocates to Commerce Corporate Center located just off the North East extension of the PA turnpike. - March 19, 2021 - WealthScope Financial
KL Winterbourne Associates - Vaccine Delays Threaten EU Recovery
KL Winterbourne Associates warns that delay in EU vaccine rollout could damage the region’s prospects for economic recovery. - March 18, 2021 - KL Winterbourne Associates
On a Time Capsule to the Moon with 1200 Artists and One A.I.
The Peregrine Collection assembles thousands of artistic and literary works from 1200 international artists and writers - and an OpenAI-based machine poet - on a time capsule scheduled for launch in late 2021 via Astrobotic's Peregrine Lunar Lander to the Moon. - March 11, 2021 - Incandence
Kentucky Housing Market Roars Into Spring
Hot sellers market to worsen buyer affordability challenges. - March 11, 2021 - WAIN Street
Hoxton Capital Management Surpasses GBP 500 Million (USD 691 Million) in Assets Under Management
The milestone comes less than 3 years since the firm’s initial launch in April 2018. - March 10, 2021 - Hoxton Capital Management
Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List 2021
Williams Asset Management announces that its President and Founder, Gary Williams, CFP®, CRPC®, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2021. - March 04, 2021 - Williams Asset Management
Sam Verma, CEO, Features Among Most Influential CEOs to Watch Globally
Peoples Processing, Inc., a DBA of Direct Mortgage, Corp., announced today that their CEO, Sam Verma has recently been featured as the most influential CEOs to watch globally by Innovative Zone magazine. “For Peoples Processing, it has always been about delivering value consistently for... - March 01, 2021 - Peoples Processing
Does Money Buy Happiness? No. But, Structured Financial Plans May Result in a Stress-Free Life - Hoxton Capital Management Study
Statistically, people who have financial plans in place are less stressed than those who do not have any detailed financial plans. - February 25, 2021 - Hoxton Capital Management
Sexton Advisory Group Discusses 5 Things to Know When Considering a ROTH IRA Conversion
Financial Consultant Steve Sexton Shares the Perks and Pitfalls of a ROTH Conversion - February 20, 2021 - Sexton Advisory Group
NPPG Expands Employer Retirement Plan Services as a Pooled Plan Provider
NPPG announced that the company will serve as the Pooled Plan Provider (PPP) to the Lockton Companies, LLC (Northeast Series) Pooled Employer Plan (PEP), EZ Flex 401(k). NPPG’s Florida office, formerly Pinnacle Financial Services, a leader in the MEP/PEP industry, will serve as the... - February 17, 2021 - NPPG, Inc.
HousingIQ Survey: Kentucky Housing Market Heats Up
Houses to sell faster as foot traffic picks up. - February 11, 2021 - WAIN Street
New Book Release, "Big Data Science in Finance," by Marco Avellaneda and Irene Aldridge
The new book presents the cutting-edge information on the upcoming developments in Finance, cutting across all sectors and functions. - January 29, 2021 - Big Data Science in Finance, the Book
Santa Barbara Investment Advisor, Kipley Lytel, Best Financial Advisor in 2021 Expertise Ratings
For the fourth year in a row, Montecito Capital Management’s owner, Kipley Lytel CFA, has made the Top 22 Advisor List of Financial Advisors out of a field of 900 financial peer advisors. - January 22, 2021 - Montecito Capital Management Group
GM Warburg Commercial – Stocks Remain Well Supported Despite COVID Resurgence
GM Warburg Commercial says ongoing central bank liquidity operations and huge $1.9tn US stimulus to support stock prices regardless of hit to global economic growth say GM Warburg Commercial analysts. - January 20, 2021 - GM Warburg Commercial
HousingIQ Survey: Kentucky Housing Market Starts Year on Strong Note
Buyers grapple with affordability as homeowners confront financial uncertainty. - January 15, 2021 - WAIN Street
RPA Publishes Analysis of Stable Value Funds in Participant‐Directed Retirement Plans
White paper, Stable Value: A Risk-Free Dilemma, explores the appropriate use of fixed/stable value funds in defined contribution retirement plans. - January 06, 2021 - Retirement Plan Advisors
Long Island Advisor Awarded Top Financial Professional
Howard Ginsberg, CPA of Ginsberg Wealth Management in Roslyn, Long Island, New York was recently recognized by Cetera® Financial Specialists, as a top financial professional based on his contributions and leadership in the financial community. Ginsberg has also been recognized as a member of the 2020 Leaders Council for the 16th consecutive year. - December 31, 2020 - Ginsberg Wealth Management
Lakeman Financial Launches the Lakeman Financial Foundation
Lakeman Financial recently announced that it has launched a donor-advised fund with Fidelity Charitable’s Giving Account. Fidelity Charitable is 501(c)(3) public charity. - December 31, 2020 - Lakeman Financial
Local Santa Barbara Investment Advisor, Kipley Lytel CFA Awarded "Wealth & Finance Elite 2021"
RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as “Best Wealth Manager 2021” by Corp Today for Southern California region. - December 28, 2020 - Montecito Capital Management Group
Simple Releases the 2021 Family Office & Private Wealth Trend Report
With COVID ambiguity and turbulent financial markets, new trends are rocking the financial world. In Simple's latest Family Office & Private Wealth Trends they dive in deep to the top trends family offices must brace for in 2021. Here are some key takeaways: Privacy becomes the new gold; Cause-washing becomes the new greenwashing; The rise of locality changes the real-estate investing game. - December 23, 2020 - Simple
Kentucky Home Price Growth to Moderate
Buyers getting priced out of the market, and sellers pulling back because of economic concerns - December 05, 2020 - WAIN Street
New “Saving with Steve” Radio-Podcast & TV Show Gifts Listeners New Financial Hope and Money Solutions
Financial consultant Steve Sexton shares weekly financial tips and tricks for a happier, healthier life. - December 04, 2020 - Sexton Advisory Group
Richard Kang Joins Accelerate as Special Advisor
Accelerate Financial Technologies Inc. (“Accelerate” or the "Company") is pleased to announce that Richard Kang has joined the Company as Special Advisor. "We're excited to have Richard join the Accelerate team as Special Advisor to help lead our distribution and... - December 04, 2020 - Accelerate Financial Technologies Inc.
CapitaLand Secures First Three Green Loans in India Totalling INR17 Billion for Its Business Park Developments in Chennai, Gurgaon and Pune
CapitaLand has secured its first three green loans in India, totalling INR17 billion (S$323 million) from DBS Bank India Limited (DBS) and the Hongkong and Shanghai Banking Corporation Limited India (HSBC India). The three green loans mark CapitaLand’s first foray in sustainable finance in... - November 20, 2020 - CapitaLand Investment Limited