Home ••• Newswires by Industry • Countries • U.S. States • World Media Directory

Finance Industry News ••• Topics • Countries • U.S. States

Portfolio Management News Monitoring

Get by Email • RSS

Published on 13:19 GMT

Bloomberg’s Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power ...

Bloomberg announced that LGT Wealth Management, one of the leading wealth managers in the UK, has adopted Bloomberg’s integrated buy-side solutions to create a seamless workflow for the entire front-to-middle-office trade lifecycle. Bloomberg will support …

Source: GlobalFinTechSeries - Neutral
Published on 15:25 GMT

BlackRock Debuts Public-Private Model Portfolios

BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported by iCapital’s underlying technology capabilities. The …

Source: Markets Media - Label Pending
Published on 17:50 GMT

How high earners can save thousands with these two tax strategies

Strategic investing isn't just about growing wealth—it's about preserving it in the most efficient way possible. For high-income individuals, optimizing tax advantages can significantly impact long-term financial success. Two standout methods in …

Source: WSOC 9 - North Carolina - Neutral
Published on 13:14 GMT

How TOPPAN Digital IP is reimagining the future of patent filing

Since its official launch in January 2025, the team at TOPPAN Digital IP have been busy talking to the industry about their innovative digital platform, STREAM IP, and their vision for the future of patent filing and intellectual property (IP) solutions. …

Source: Managing IP - Neutral
Published on 15:26 GMT

Wallick Investments celebrates 10-year partnership with Wade Stinnette

Wallick Investments, LLC celebrates Principal and Sr. Portfolio Manager Wade Stinnette’s 10-yr. anniversary and 3-yr. anniversary of firm’s Fidelis 100 Index. COLUMBIA, SC, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Wallick Investments …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on 16:20 GMT

Private credit’s new frontier: growth lending as a source of diversification

In the face of rollercoaster markets and general instability, many institutions continue to explore ways to branch out by broadening their alternatives exposure. Private credit has become a popular place for many allocators to look in recent years. Across …

Source: Asian Investor - Neutral
Published on 11:44 GMT

Baillie Gifford's Schiehallion Trust boosts Spacex valuation by 86%, narrows asset gap

Baillie Gifford's Schiehallion trust increased the value of its holdings in Elon Musk's Spacex by 86 per cent last year, as it aimed to narrow the gap between its share price and underlying assets. The valuation of Spacex, which constitutes 9.4 per …

Source: BusinessLive - Neutral
Published on 12:16 GMT

Vaud-based Investment Manager Hires Former CS Investment Expert

The former head of asset management investment strategy at Credit Suisse has taken on a new role at Longbow Finance. Written by Sarah Praetorius The Vaud-based investment manager, Longbow Finance, has named Alexandre Bouchardy as its new head …

Source: finews.com - Neutral
Published on 15:01 GMT

Baillie Gifford trust hikes size of stake in SpaceX

Baillie Gifford's Schiehallion trust has increased the value of its holdings in Elon Musk's SpaceX by 86% last year, as it aimed to narrow the gap between its share price and underlying assets. The valuation of SpaceX, which constitutes 9.4% of …

Source: Insider.co.uk - Label Pending
Published on 15:02 GMT

Tech Issues at Forefront of Wealth Managers’ Focus, Says Wipfli Report

Technology is expected to dominate wealth managers’ agendas over the next 12 months as they focus on ways to use tech to spur growth, while addressing cybersecurity and regulatory concerns, according to a report released by accounting and consulting firm …

Source: PLANADVISER - Label Pending
Published on 09:45 GMT

Specials | Mar 26, 2025 | 22 min read How This Trading Guru is Transforming Lives with Smart Investments and Free ...

Others Specials New Delhi [India], March 25: The world of trading and investment can often seem daunting, especially for beginners. However, Saurabh Kumar Srivastava, the founder of Lucknow Lions, is on a mission to change that. Through his platform, he is …

Source: Ahmedabad Mirror - Neutral
Published on 15:48 GMT

Private Wealth Set for Growth with Total Opportunity, Addressable Market of $70T By 2033 – Report

In a Citi (NYSE:C) research report, diversified financials analyst Nicholas Herman and team explore private wealth, which looks poised for substantial growth with a total opportunity for the industry of as much as “$70 trillion by 2033.” In Citi’s Deep …

Source: Crowdfund Insider - Neutral
Published on 15:02 GMT

Why Purpose just acquired its first CIRO regulated firm

“It's low touch high feel,” Bradley says. “Clients get to know our team well, but they'll only talk to us once or twice a year.” It’s a business model that specifically targets some of the mid-market segments that many advisory firms are moving …

Source: Wealth Professional Canada - Label Pending
Published on 13:46 GMT

Leading TM law firms and lawyers recognised in new UK rankings

WIPR Rankings has published its 2025 UK Trademark Rankings, which provide a comprehensive guide to the best sources of brand-related legal advice in the country. The top UK law firms and practitioners have been recognised in WIPR’s UK Trademarks Rankings …

Source: World IP Review - Label Pending
Published on 08:37 GMT

Schiehallion: Value of Spacex stake in Baillie Gifford trust skyrockets

Wednesday 26 March 2025 8:12 am Share Facebook Share on Facebook X Share on Twitter LinkedIn Share on LinkedIn WhatsApp Share on WhatsApp Email Share on Email Elon Musk founded Spacex and remains its CEO and chief engineer. Baillie Gifford’s Schiehallion …

Source: City A.M. - Center-right
Published on 08:21 GMT

Dubai Dunes brokers record-breaking Dh330m villa sale

Recognising a shift in client needs, Ali wishes to provide a more tailored, strategic approach to portfolio management, positioning the company as a vital bridge between serious investors and the ever-evolving Dubai real estate market. Moreover clients …

Source: Gulf News - Gov't Propaganda
Published on 08:06 GMT

Kin Secures $300 Million Catastrophe Bond at Significantly Improved Terms

Market confidence drives ~70% upsizing and substantially lower pricing for reciprocal exchange's third Cat Bond CHICAGO, March 25, 2025 /PRNewswire/ -- Kin Interinsurance Network, one of the reciprocal exchanges managed by Kin, the pioneering, …

Source: The Bulletin - Kansas - Neutral
Published on Mar 22, 2025

FHC highlights bespoke portfolio management in brand refresh

As FHC Investments Limited embarks on a strategic brand refresh , the company is placing a renewed emphasis on personalised service, bespoke portfolio management, technology integration, and global competitiveness. Leading this transformation is general …

Source: Loop News Jamaica - Neutral
Published on Mar 22, 2025

Leveraging Agile Methodology For Strategic Portfolio Management In Financial Services By Vidushi Sharma

The financial services industry has been undergoing rapid changes in recent years, driven largely by technological advancements and the need for organizations to stay nimble in a competitive landscape. Agile methodologies have played a crucial role in this …

Source: Free Press Journal - Neutral

days

hours

minutes

seconds

Featured Releases

Got News to Share? · Submit · See All

Published on March 26, 2025 - 19:09 GMT

FactorFox Returns to Founder Robert Vasquez in Strategic Acquisition to Launch Next-Gen Specialty Finance Network

Robert Vasquez reacquires FactorFox, launching an AI-powered specialty finance network to connect lenders, operators & capital in real-time. ORLANDO, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Robert Vasquez, the original …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on March 26, 2025 - 18:00 GMT

Kentucky Healthcare Industry Shifts to AP/AR Outsourcing for Greater Financial Efficiency

Reduce financial risks and improve revenue cycles with outsourced AP/AR services tailored for Kentucky’s providers. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Amid rising costs, complex reimbursement processes, and …

Distribution channels: Companies ...

Published on March 26, 2025 - 18:00 GMT

California Businesses Boost Financial Efficiency and Compliance with AP and AR Services

California businesses can streamline cash flow, reduce risks, and stay compliant with IBN Technologies' cutting-edge financial solutions. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025 – As California …

Distribution channels: Companies ...
Published on March 26, 2025 - 18:00 GMT

Tennessee Legal Practices Improve Financial Management with AP and AR Services

Tennessee legal firms streamline financial operations by outsourcing AP and AR, improving cash flow and compliance. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025- Amidst the increasing financial …

Distribution channels: Business & Economy ...

Published on March 26, 2025 - 14:00 GMT

Alabama Hospitality Businesses Rely on Outsourcing AP & AR to Strengthen Financial Stability

Outsourcing accounts payable (AP) and receivable (AR) services support financial compliance for Delaware businesses. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025- Rising costs, fluctuating demand …

Distribution channels: Companies ...
Published on March 26, 2025 - 14:00 GMT

Outsourced AP & AR Services Transforming Hospitality Finance Across the Kentucky

Kentucky companies improve financial management by outsourcing accounts payable (AP) and receivable (AR) services. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025- Rising costs, fluctuating demand, …

Distribution channels: Companies ...
Published on March 26, 2025 - 13:00 GMT

Hospitality Finance in Delaware Evolves with Outsourced AP & AR Services

Outsourcing accounts payable (AP) and receivable (AR) services support financial compliance for Delaware businesses. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025- Rising costs, fluctuating demand …

Distribution channels: Companies ...
Published on March 26, 2025 - 13:00 GMT

Maryland Retailers Strengthen Financial Stability by Outsourcing AP and AR

Boosting retail precision and cash velocity, outsourced AP/AR in Maryland transforms financial workflows into engines of growth. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025- The U.S. …

Distribution channels: Retail ...

Got news to share? Submit it now.

Load more finance industry news or search news using your own keywords. There are 797,382,774 articles in our news database.

Online News Monitoring Made Simple

Established in 1995, EIN Newsdesk helps millions of users track breaking news across thousands of trusted websites. Users may set up custom email newsletters and RSS feeds or search among thousands of preset news sections. As a member, you may also submit your own news using the EIN Presswire distribution service. Membership is free and we do not sell or lease any information about you. Press release distribution, dedicated APIs, and custom services generate the revenue that allow us to offer you free basic access.

News by Country & by Industry

Worldwide News Coverage

Track news across more than 5,000 sources by country or industry or search our real-time news index.

Finance Industry News by Country

Finance Industry News by U.S. State

Finance Industry News Topics

Online News Publications

World News Report

News Alerts & News Feeds

Custom News Monitoring

News page results can be outputted as RSS or received daily by email. You may also use our NewsPlugin for WordPress.

Create Email Newsletter

Create RSS Feed

NewsPlugin for WordPress

Submit News

PR Distribution Service

Our EIN Presswire's distribution footprint reaches millions. You can upload news which is re-published through EIN Newsdesk, fed into Twitter and Facebook, and onto partner sites, Google News, Bing News, etc.

EIN Presswire

Events

World Media Directory

News Media Guide

This is a listing of the world’s TV stations, radio stations, newspapers, and blogs. Last update: 03/19/2025

World Media Directory

Banking, Finance & Investment Industry Press Releases

Got News to Share? · Submit · See All

Published on March 26, 2025 - 19:09 GMT

FactorFox Returns to Founder Robert Vasquez in Strategic Acquisition to Launch Next-Gen Specialty Finance Network

Robert Vasquez reacquires FactorFox, launching an AI-powered specialty finance network to connect lenders, operators & capital in real-time. ORLANDO, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Robert Vasquez, the original …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on March 26, 2025 - 19:00 GMT

How SignatureCalling™ Works: The First End-to-End Verified Branded Calling Solution Across All U.S. Wireless Carriers

From Verified Identity to Universal Trust, Unleashing the Cloud Communications Technology That Transforms Every Call RALEIGH, NC, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Today, Commio is thrilled to unveil an in-depth look at …

Distribution channels: Automotive Industry, Banking, Finance & Investment Industry ...
Published on March 26, 2025 - 18:49 GMT

RC CPA Appoints Clara Salvai as Chief Operating Officer to Drive Global Expansion

RC CPA’s leadership hire of Clara Salvai underscores its commitment to operational excellence and global growth under a proven industry trailblazer. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- RC CPA, a premier boutique …

Distribution channels: Banking, Finance & Investment Industry, Food & Beverage Industry ...
Published on March 26, 2025 - 18:43 GMT

Glīd Appoints Google and Stripe Alum as CTO to Power U.S. Logistics 4.0 Rollout

Narla will lead development of Glīd’s AI-first platform, EZRA-1SIX, to automate transload logistics and scale deployment across U.S. freight networks. ATLANTA, GA, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Glīd, a U.S.-based leader in …

Distribution channels: Banking, Finance & Investment Industry, Conferences & Trade Fairs ...
Published on March 26, 2025 - 18:42 GMT

Limex Introduces Advanced AI Toolbox, Making Professional Trading Strategies Accessible to Individual Investors

NEW YORK, NY, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Limex by Lime Fintech, a financial technology firm with two decades of market expertise, today launched Limex AI, a sophisticated investment toolbox that puts institutional-grade …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on March 26, 2025 - 18:09 GMT

Ronati Unveils Studio: The First Comprehensive Cloud-Based Platform for Managing Vintage, Antiques, and Pre-Owned Goods

Studio is the first tool to manage inventory of pre-owned goods from acquisition to sale using a single platform. DEVON, UNITED KINGDOM, March 26, 2025 /⁨EINPresswire.com⁩/ -- In response to the surging global demand for pre-owned goods, international …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on March 26, 2025 - 18:00 GMT

Virginia Medical Facilities Adopt AP & AR Outsourcing to Navigate Complex Billing Challenges

Achieve financial stability with expert AP/AR services, ensuring compliance and efficiency in Virginia. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025- Amid rising costs, complex …

Distribution channels: Banking, Finance & Investment Industry ...
Published on March 26, 2025 - 17:36 GMT

Kyber Achieves SOC 2 Type II Certification, Marking a Key Milestone in Data Security

Kyber achieves SOC 2 Type II certification, reinforcing its commitment to secure, compliant AI-powered document generation for insurance claims teams. NEW YORK, NY, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Kyber, an AI-powered …

Distribution channels: Banking, Finance & Investment Industry, IT Industry ...
Published on March 26, 2025 - 17:35 GMT

Harbor Claims Reduces Manual Claim Notice Drafting by 50% through Partnership with Kyber

NEW YORK, NY, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Harbor Claims, a leading third-party administrator (TPA) managing claims for multiple insurance carriers across the East Coast, Gulf Coast, and California, has partnered with Kyber …

Distribution channels: Banking, Finance & Investment Industry, IT Industry ...
Published on March 26, 2025 - 17:00 GMT

Massachusetts Legal Industry Adopts AP and AR Outsourcing for Efficiency

Massachusetts law firms gain financial clarity and compliance by outsourcing AP and AR, ensuring long-term stability. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Massachusetts, March 26, 2025- Amidst the increasing …

Distribution channels: Banking, Finance & Investment Industry ...
Published on March 26, 2025 - 16:27 GMT

Evfarmer announces $8 million investment in multiple blackberry farms in Los Reyes, Mexico

Evfarmer Capital Limited has announced a strategic investment of $8 million to support blackberry farms in Los Reyes, Michoacán, Mexico UNITED KINGDOM, March 26, 2025 /⁨EINPresswire.com⁩/ -- Evfarmer, a global leader in agricultural finance, has …

Distribution channels: Agriculture, Farming & Forestry Industry, Banking, Finance & Investment Industry ...
Published on March 26, 2025 - 16:23 GMT

USRC Winter 2025 Hotel Investor Survey

Capitalization Rates Show Declines within both Limited- and Full-Service Sectors COLUMBUS, OH, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- The results of the Winter 2025 Hotel Investor Survey indicate some return to modest capitalization …

Distribution channels: Banking, Finance & Investment Industry ...
Published on March 26, 2025 - 16:00 GMT

Nevada Law Firms Optimize Operations with AP and AR Outsourcing

Nevada law firms boost financial clarity by outsourcing accounts payable (AP) and accounts receivable functions. MIAMI, FL, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Miami, Florida, March 26, 2025- Amidst the increasing financial …

Distribution channels: Banking, Finance & Investment Industry ...
Published on March 26, 2025 - 15:47 GMT

AIR Announces Converge 2025 Conference to Explore Tech-Driven Transformation in Financial Regulation

AIR’s Inaugural Converge Conference in Washington, D.C. This Fall Will Bring Together Experts to Shape the Future of Regulatory Oversight WASHINGTON, DC, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- The Alliance for Innovative Regulation …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on March 26, 2025 - 15:30 GMT

Divorce Mediation Center Expands to Macon Offering Affordable, Family-Focused Divorce Services

New Location Brings Cost-Efficient Solutions for Divorcing Couples, Helping Families Avoid the Stress of Divorce Court MACON, GA, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- New Location Brings Cost-Efficient Solutions for Divorcing …

Distribution channels: Banking, Finance & Investment Industry, Consumer Goods ...
Published on March 26, 2025 - 15:26 GMT

Wallick Investments celebrates 10-year partnership with Wade Stinnette

Wallick Investments, LLC celebrates Principal and Sr. Portfolio Manager Wade Stinnette’s 10-yr. anniversary and 3-yr. anniversary of firm’s Fidelis 100 Index. COLUMBIA, SC, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Wallick Investments …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on March 26, 2025 - 15:18 GMT

Rx Bandz MiniJect Auto-Injector Curated at National Museum of Health and Medicine

Smallest of Rx Bandz‘s three compact auto-injectors now part of permanent collection WASHINGTON, DC, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- The innovative MiniJect is now part of the permanent collection of the National Museum of …

Distribution channels: Banking, Finance & Investment Industry, Healthcare & Pharmaceuticals Industry ...
Published on March 26, 2025 - 15:16 GMT

Aarav Solutions Expands Sales Operations and Strategic Alliances to Accelerate EMEA Market Growth

Aarav Solutions appoints Srikrishna ‘Kris’ Sharma as Fractional VP Sales & Alliances, EMEA, strengthening strategic growth in the EMEA region LONDON, LONDON, UNITED KINGDOM, March 26, 2025 /⁨EINPresswire.com⁩/ -- Aarav Solutions, a global …

Distribution channels: Banking, Finance & Investment Industry, Consumer Goods ...
Published on March 26, 2025 - 15:00 GMT

Raze Partners with Plume to Leverage Plume Chain for Real World Asset Innovation

CHEYENNE, WY, UNITED STATES, March 26, 2025 /⁨EINPresswire.com⁩/ -- Raze, a tokenization platform built for nearly any asset and market, and Plume, the first Layer-1 purpose-built for Real World Asset Finance (RWAfi), are thrilled to announce a …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
Published on March 26, 2025 - 14:56 GMT

ThoughtFarmer Named High Performer and Momentum Leader in G2 Spring 2025 Reports

Leading Intranet Provider Earns Multiple Distinctions with Outstanding Customer Satisfaction Scores Across Key Performance Categories VANCOUVER, BC, CANADA, March 26, 2025 /⁨EINPresswire.com⁩/ -- ThoughtFarmer has achieved significant recognition …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...