Securities research

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Retrieved on: 
Monday, April 8, 2024
Software, Internet, Finance, Asset Management, Data Management, Small Business, Professional Services, Technology, Research, Partnership, Securities research, RIA, Investment, Growth, AUM, Communication, Financial adviser

This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication.

Key Points: 
  • This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication.
  • YCharts Presenter will arm Savant advisors with powerful, time-saving solutions such as Proposals, enabling customizable client report generation to scale AUM growth and enhance overall client satisfaction.
  • James Han, Chief Customer Officer at YCharts, said, “The deepening of our strategic relationships with industry-leading RIA clients like Savant Wealth Management showcases YCharts’ commitment to offering adaptable tools to support job functions across the wealth management enterprise, simplifying collaboration, and improving scalability.
  • For firms seeking to elevate their practices, this partnership between YCharts and Savant is a compelling example of the transformative power of technology in the wealth management industry.

Vyzrd Strengthens Leadership Team Amid Continued Global Expansion

Retrieved on: 
Monday, April 8, 2024
Research, S&P Global, Risk, ESG, Climate, IHS Markit, Acquisition, Credit Suisse, Head, Securities research, HSBC, Quantitative, Quantitative research

SYDNEY and LONDON, April 8, 2024 /PRNewswire/ -- Vyzrd, a leading Australian climate technology start-up, is pleased to announce the appointment of two senior industry executives to strengthen its leadership team.

Key Points: 
  • SYDNEY and LONDON, April 8, 2024 /PRNewswire/ -- Vyzrd, a leading Australian climate technology start-up, is pleased to announce the appointment of two senior industry executives to strengthen its leadership team.
  • Bourne remarked, "Joining Vyzrd presents a material opportunity to advance climate analytics within financial markets.
  • Vyzrd CEO, Sunil Rana, underscored the significance of these appointments, "Welcoming Kevin and Greg to Vyzrd is a key milestone for our company as their insights and leadership will propel us forward at this pivotal moment.
  • Bourne's and Wallace's appointments follow another significant appointment that Vyzrd made last year, that of Ross Allen as its Chief Commercial Officer.

Hedgeye Appoints Hayley Wolff Chief Financial Officer

Retrieved on: 
Tuesday, January 9, 2024
Risk management, Morgan Stanley Wealth Management, Research, Forecasting, Merrill (company), Accounting, Securities research, Treasury, Toy, Economics, University, Consumer, Leisure, Columbia University, Vail Resorts, Growth, Management

STAMFORD, Conn., Jan. 9, 2024 /PRNewswire/ -- Hedgeye Risk Management, a leading independent provider of investment research and online financial media firm, announced today that it has appointed Hayley Wolff its Chief Financial Officer.

Key Points: 
  • STAMFORD, Conn., Jan. 9, 2024 /PRNewswire/ -- Hedgeye Risk Management, a leading independent provider of investment research and online financial media firm, announced today that it has appointed Hayley Wolff its Chief Financial Officer.
  • With a distinguished career spanning nearly 25 years, including almost a decade working at Hedgeye, Wolff brings a wealth of industry experience and expertise to spearhead financial strategies and operations at Hedgeye.
  • In her previous role as Hedgeye's Financial Controller, Wolff played a pivotal role in overseeing financial operations of the firm which boasts a team of over 75 employees.
  • "I am honored to fill this critical role as Hedgeye continues on its mission to transform investment research," said Wolff.

Mizuho Americas Hires Bill Featherston as Managing Director and Head of Research

Retrieved on: 
Wednesday, January 3, 2024
Credit Suisse, Yale University, Research, Equity, Securities research, Growth, UBS, Research fellow

NEW YORK, Jan. 03, 2024 (GLOBE NEWSWIRE) -- Mizuho Americas today announced the hiring of Bill Featherston as Managing Director and Head of Americas Research.

Key Points: 
  • NEW YORK, Jan. 03, 2024 (GLOBE NEWSWIRE) -- Mizuho Americas today announced the hiring of Bill Featherston as Managing Director and Head of Americas Research.
  • He will report to Darlene Pasquill, Head of Equity Division, Mizuho Americas.
  • Featherston brings nearly 30 years of experience in equity research to Mizuho, most recently serving as Americas Director of Securities Research at Credit Suisse.
  • “Bill is a proven leader with a track record in managing people and developing differentiated content,” said Pasquill.

$3B Advisor Firm Mammini Company Shifts to Commonwealth for Next Wave of Growth

Retrieved on: 
Tuesday, November 28, 2023
Banking, Asset Management, Professional Services, Finance, Ivo Mammini, Engineering, Organization, Investment, Shoulder, Heart, Commonwealth Financial Network, Sheet metal, Growth, Securities research, Trade union, Commonwealth, Financial adviser

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Mammini Company, a former Lincoln Investments firm from San Diego, California, has joined its network of affiliated advisors.

Key Points: 
  • Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces that Mammini Company, a former Lincoln Investments firm from San Diego, California, has joined its network of affiliated advisors.
  • With nearly $3 billion in client assets, Mammini is built to last and is poised for its next wave of growth.
  • Owner and president Mike Mammini, CFP®, CIMA®, AIF®, is one of four advisors, including son Mitch Mammini, CFA®, on the staff of eight.
  • Mammini grounds its relationships with clients—especially labor unions and corporate retirement plan sponsors—in the shared value of craftsmanship and integrity.

Nearly Half of Investors Believe the 2024 Election Will Have a Bigger Impact on Portfolios Than Market Performance

Retrieved on: 
Monday, October 30, 2023
Research, Policy, Tax, Securities research, Recession, Nationwide, Republican, Face, Habit, News, Social, Environment, Risk, ETF, Retirement, Democrat, Social Security, Jewellery, Anxiety, Investment, Henderson, Adviser, Financial adviser, Bank, COLUMBUS

COLUMBUS, Ohio, Oct. 30, 2023 /PRNewswire/ -- As the political noise leading up to national elections in 2024 begins its long crescendo, many American investors are nervously considering implications for their investment portfolios. Regardless of political affiliation, nearly half (45%) of investors believe the results of the 2024 U.S. federal (presidential and congressional) elections will have a bigger impact on their retirement plans and portfolios than market performance, according to Nationwide's ninth annual Advisor Authority survey, powered by the Nationwide Retirement Institute.

Key Points: 
  • Regardless of political affiliation, nearly half (45%) of investors believe the results of the 2024 U.S. federal (presidential and congressional) elections will have a bigger impact on their retirement plans and portfolios than market performance, according to Nationwide's ninth annual Advisor Authority survey , powered by the Nationwide Retirement Institute.
  • "It's important for investors to not get caught up in the 'what ifs,' and instead focus on what they can control.
  • More than half (57%) of investors who identify as Democrats say market performance will have a bigger impact on their retirement plans and portfolios than the results of the 2024 election, compared to 47% of investors who identify as Republicans.
  • More than two thirds (68%) of Republican investors believe the outcome of a presidential election will have a direct, immediate and lasting impact on the performance of the stock market, compared to 57% of Democratic investors.

S&P Capital IQ Pro's New Upgrade Enhances Content Accessibility, Improves Personalization and Delivers AI-Enabled Search Experience

Retrieved on: 
Tuesday, October 3, 2023
The Pentagon's New Map, Intelligence, Securities research, S&P Global, IHS Markit, S, Data, Artificial intelligence, AI, Research, Information services, Investment, Cryptocurrency, Sales

NEW YORK, Oct. 3, 2023 /PRNewswire/ -- S&P Global Market Intelligence, a provider of information services and solutions to global markets, announced today the latest updates to its S&P Capital IQ Pro platform to include enriched content accessibility, improved personalization and an artificial intelligence (AI)-enabled search experience.

Key Points: 
  • NEW YORK, Oct. 3, 2023 /PRNewswire/ -- S&P Global Market Intelligence, a provider of information services and solutions to global markets, announced today the latest updates to its S&P Capital IQ Pro platform to include enriched content accessibility, improved personalization and an artificial intelligence (AI)-enabled search experience.
  • "With this release, we have turned our attention to the user experience, making it easier and faster for users to find the data for their needs, focusing on improved search relevancy and enhanced search capabilities enabled by AI."
  • For more details on the latest S&P Capital Pro release, please visit this website here .
  • S&P Capital IQ Pro is S&P Global Market Intelligence's flagship data and analytics platform offering access to deep, meaningful data on the global financial markets, companies, and industries that help market participants make informed decisions.

Survey Finds Chinese Investors Remain Pessimistic towards Real Estate Market

Retrieved on: 
Wednesday, September 27, 2023
Pessimism, Housing, CKGSB, Q2, Business, Securities research, Government, Index, GDP, Cheung Kong Holdings, Cheung Kong Graduate School of Business, Research, Accounting, Real estate, Q3

BEIJING, Sept. 27, 2023 /PRNewswire/ -- CKGSB Investor Sentiment Index 's Q3 report records continued pessimism among Chinese investors towards the real estate market.

Key Points: 
  • BEIJING, Sept. 27, 2023 /PRNewswire/ -- CKGSB Investor Sentiment Index 's Q3 report records continued pessimism among Chinese investors towards the real estate market.
  • It also finds investors' expectations for China's A-shares to be slightly lower than the previous quarter, but much higher than last October.
  • Investors' expectations for the real estate market in Q3, however, have deteriorated.
  • Individual investors have remained pessimistic about real estate since August 2020.

Survey Finds Chinese Investors Remain Pessimistic towards Real Estate Market

Retrieved on: 
Wednesday, September 27, 2023
Pessimism, Housing, CKGSB, Q2, Business, Securities research, Government, Index, GDP, Cheung Kong Holdings, Cheung Kong Graduate School of Business, Research, Accounting, Real estate, Q3

BEIJING, Sept. 27, 2023 /PRNewswire/ -- CKGSB Investor Sentiment Index 's Q3 report records continued pessimism among Chinese investors towards the real estate market.

Key Points: 
  • BEIJING, Sept. 27, 2023 /PRNewswire/ -- CKGSB Investor Sentiment Index 's Q3 report records continued pessimism among Chinese investors towards the real estate market.
  • It also finds investors' expectations for China's A-shares to be slightly lower than the previous quarter, but much higher than last October.
  • Investors' expectations for the real estate market in Q3, however, have deteriorated.
  • Individual investors have remained pessimistic about real estate since August 2020.

Chiba Capital Financial Group Promotes Mr. Seth Atkinson to Director of Investment Research

Retrieved on: 
Friday, June 16, 2023
Growth, Research, Securities research, Management

TORONTO, ON, June 15, 2023 (GLOBE NEWSWIRE) -- Chiba Capital Financial Group has promoted Mr. Seth Atkinson's to the position of Head of Analytical Research.

Key Points: 
  • TORONTO, ON, June 15, 2023 (GLOBE NEWSWIRE) -- Chiba Capital Financial Group has promoted Mr. Seth Atkinson's to the position of Head of Analytical Research.
  • As Director of Investment Research, Mr. Atkinson will be responsible for leading a team of analysts in conducting in-depth research and analysis of various financial markets, including equities, bonds, and precious metals.
  • The promotion to Director of Investment Research shows us how important Chiba Capital Financial Group's commitment to investing in its employees and promoting from within.
  • "We are thrilled to have seth as our Director of Investment Research," said Mr. Miyaguchi Naofumi, CEO of Chiba Capital Financial Group.