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Press Release 2

Investment Banking & Trading Services Market to Reach $520.02 Bn, Globally, by 2027

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Rise in huge financial challenges among investors, & other external forces that compels a business to arrange finances for their business expansions has worked as the major factor driving the growth of the global investment banking & trading services market.

Fintech Luminaries – Meet Cheryl Nash of InvestCloud’s Financial Supermarket

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We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.

How an Investment Group on Reddit Can Return Democracy to Stock Markets

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The most stunning display of misplaced culpability was witnessed on Wall Street last week. It began when a number of small investors, congregating in a Reddit chat group, started vigorously “crowdbuying” stock in public companies - most notably: GameStop ($GME) - which they believed were undervalued and possessed abnormally high and unjustifiable short interest ratios.

MARTECH MINUTES: 5 Ways AI Helps Marketing Teams

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Artificial intelligence (AI) is transforming various industry sectors and marketing communications by significantly enhancing the efficiency and effectiveness of marketing strategies.

World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...

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World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial. "We are excited...
NEWS BRIEF 3 Industry

FusionIQ Names Eric Noll CEO, Secures Major Growth Investment

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In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing...

MARTECH MINUTES: How Marketing Teams Can Survive Budget Cuts and M&A

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During times of change, marketing teams need to prioritize their actions. Budget cuts mean less room for experimentation, so focusing on tried-and-true tactics that deliver results becomes paramount.

The Taylor Market Report (10/1/24)

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October is not the kindest month for investors. Waiting for one more big push up might be like picking up quarters on the freeway. Odds are not good. If being short isn't for you, at least be defensive and cautious.

FINTECH VIEWS: Vestmark Partners with BlackRock to Enhance Custom Model Portfolio Offerings: Q&A

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Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...

The Taylor Market Report (9/24/24)

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If everything is so good why are stimulus programs (China for one) being enacted and central banks cutting interest rates? Market tops don't happen when everyone is bearish.