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Ategenos reveals “next-generation TAMP” for wealth firms - InvestmentNews
InvestmentNews· 7 days agoAtegenos Capital, an employee-owned firm focused on partnering with financial institutions to...
Apollon Wealth Management LLC Grows Stock Holdings in The Hartford Financial Services Group, Inc....
ETF DAILY NEWS· 2 days agoGoalVest Advisory LLC lifted its holdings in shares of The Hartford Financial Services Group by...
What's next for Empower
InvestmentNews· 4 days agoLast week, Empower wrapped up its integration of the $314 billion retirement plan business it bought from Prudential, capping an acquisition tear that it’s been on since the company formed a ...
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
Zacks· 20 hours agoIt is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable ...
JPMorgan, Susquehanna Make Bold Moves with Bitcoin ETF Investments - EconoTimes
EconoTimes· 4 days agoJPMorgan Chase, the United States largest bank, has disclosed substantial investments in various...
The $230 billion donor-advised fund industry gets an IRS hearing
Stamford Advocate· 6 days agoMany in the nonprofit world have opposed that characterization, arguing the accounts allow for an...
Explainer-Ukraine Races Against the Clock to Secure Debt Restructuring
US News & World Report· 7 days agoUkraine is pushing to secure a debt restructuring before a two-year payment freeze agreed by holders of its $20 billion of outstanding international bonds expires at the end of August. Russia's ...
Retirement Industry People Moves – 5/10/24 | PLANADVISER
PLANADVISER· 4 days agoAllie Riley will be joining the NEPC LLC’s defined contribution team as a consultant. Riley was previously a senior consultant and head of target date fund research at Aon ...
10 Best Brokerage Accounts and Online Trading Platforms for 2024
GoBankingRates via AOL· 5 days agoIn its Best Brokers of 2024 ranking, GOBankingRates identified the best brokerage accounts and...
Ategenos Capital Launches the Ategenos Wealth Platform to Support RIAs
PRWeb· 7 days agoPlatform is a wealth management and technology platform (TAMP) designed to support advisors in four key areas to promote scale and growth: (1) technology, (2) operational ...
