Osaic Deepens Commitment to Advisor Development with Enhanced Wealth Advisor Academy and Financial Planning Jump Start Programs

("Osaic"), one of the nation's largest providers of wealth management strategies, today announced enhancements to its Wealth Advisor Academy and Financial Planning Jump Start programs through ...
Life Insurance International on MSN

KatRisk expands risk management capabilities with Symfos purchase

Catastrophe risk modelling specialist KatRisk has acquired Symfos, a UK company known for its Orchestra underwriting and ...
InvestmentNews

Intelliflo spins off Redblack, but does anybody still pay for standalone rebalancing software?

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...
CRN

The 20 Coolest Cloud Software Companies Of The 2026 Cloud 100

As part of CRN’s 100 Coolest Cloud Computing Companies of 2026, here’s a look at 20 innovative software companies that are ...

Mastering CFA Level III: Essential Strategies for Success

Discover key insights and strategies for passing the CFA Level III exam, focusing on portfolio management, wealth planning, ...
InvestmentNews

The Investments & Wealth Institute’s new chair wants to boost advisors’ skills — and its profile

Elizabeth "Libet" Anderson is using her two-year term to spread the word about advisor education, while helping establish a ...
Wall Street Journal

6 of the Best Financial Advisor Companies: Well-Known Fiduciary Investment Firms to Consider

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...
CoinDesk

Pineapple Financial Starts Migrating its $10B Mortgage Portfolio Onchain via Injective

Pineapple Financial (PAPL), a Toronto-based fintech listed on NYSE American, has launched a mortgage tokenization platform and begun converting loan records into digital assets on the Injective ...
Michigan Technological University

Playing to Win: Finance, FinTech, and Stock Market Strategy Propel Senior to Success

The 2024-25 academic year was a big one for Elijah Joseph. What lies ahead this fall is even bigger, as the finance major with a financial technology (FinTech) minor gets ready to walk the stage at ...
Fox 23

Tulsa County Home Finance Authority launches First Home Homebuyer Assistance Program

TULSA COUNTY, Okla. — The Tulsa County Home Finance Authority (TCHFA) has launched the 2025 First Home Homebuyer Assistance Program which looks to assist first-time homebuyers. TCHFA says the First ...
blockchain

Enhancing Financial Decisions with GPU-Accelerated Portfolio Optimization

NVIDIA introduces a GPU-accelerated solution to streamline financial portfolio optimization, overcoming the traditional speed-complexity trade-off, and enabling real-time decision-making. In a move to ...
Wall Street Journal

6 of the Best Wealth Management Firms: Well-Known Fiduciary Investment Companies to Consider

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...