fund - search results

The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

A new player emerges... This week, the finance industry weighed in on the newest player in the game—the Texas Stock Exchange (this...

Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...

Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...

This week we continue our series on the top 5 VC-funded deals in AI. Now for the fourth week in a row, the VC funding...

Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!

While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.

Client expectations have dramatically changed over the past few years. Marketing professionals are now responsible for demonstrating how the organization and its advisors aim to improve a client's financial wellness.