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Ethic Surpasses $5 Billion in Assets

Retrieved on:

Tuesday, April 9, 2024

NEW YORK, April 9, 2024 /PRNewswire/ -- Ethic Inc. ("Ethic"), the tech-driven platform for personalized and sustainable investing, today announced that as of the close of the first quarter it has surpassed $5 Billion in assets. Since the beginning of last year, the company has more than doubled its assets. Approximately 80% of this asset growth was from multi-family offices, single-family offices, and institutions.

Key Points:

NEW YORK, April 9, 2024 /PRNewswire/ -- Ethic Inc. ("Ethic"), the tech-driven platform for personalized and sustainable investing, today announced that as of the close of the first quarter it has surpassed $5 Billion in assets.
Since the beginning of last year, the company has more than doubled its assets.
Ethic empowers wealth advisors and institutional investors to create portfolios that align personal values with financial goals.
"Being trusted with $5 Billion in assets highlights the strength of Ethic's offering and team, and also underscores the growing necessity for advisors to deliver a personalized offering for their clients.

SEI Enhances SMA and UMA Solutions Offered Through Managed Accounts Program

Retrieved on:

Tuesday, April 2, 2024

You, Tax, Spinal muscular atrophies, Growth, Unified managed account, Adviser, Risk, SMA, Traction, UMA, ETF, Financial adviser

OAKS, Pa., April 2, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a range of enhancements to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program1, including the launch of additional internally-managed and third-party investment options, reduced costs, and technology updates that bolster tax optimization. These enhancements are designed to help advisors better serve mass-affluent, high-net-worth, and ultra-high-net-worth investors.

Key Points:

New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors
OAKS, Pa., April 2, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a range of enhancements to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program1, including the launch of additional internally-managed and third-party investment options, reduced costs, and technology updates that bolster tax optimization.
SMAs and UMAs are gaining traction for their ability to offer customized investment solutions while optimizing tax efficiency.
"SEI has been at the forefront of this trend, offering UMAs for nearly 20 years.
1SEI's implementation vehicles include mutual funds, ETFs, and SMAs offered through SEI Mutual Fund Strategies and Managed Account Solutions.

7 Talent Trends for 2024 and Beyond

Retrieved on:

Wednesday, March 13, 2024

Elephant, Culture, Organization, Letter, Environment, Corporate title, Knowledge, You, DNA, Interview, Breakfast, Woman, Investment, Heart, Workplace, McKinsey & Company, DEI, Management

NEW YORK, March 13, 2024 /PRNewswire/ -- 2024 promises to be a landmark year in the continuing redefinition of talent – human, artificial, C-Suite, board, mid-level, high-potential, and front line.

Key Points:

NEW YORK, March 13, 2024 /PRNewswire/ -- 2024 promises to be a landmark year in the continuing redefinition of talent – human, artificial, C-Suite, board, mid-level, high-potential, and front line.
As a boutique, global executive search firm dedicated to providing our clients with insights into the talent trends of today and tomorrow, we stay connected to multiple external networks to identify and plan for trends that some may miss.
From these conversations, and our experience placing board directors and corporate leaders, we have distilled "7 Talent Trends for 2024 and Beyond" for your consideration.
So, the winners in any war for talent focus on what it will take to attract and retain great employees.

YouHodler Accelerates Web3 Fintech Evolution with Upcoming Universal Money Addresses (UMA) Integration in Partnership with Lightspark

Retrieved on:

Wednesday, March 6, 2024

Bitcoin, Crypto, AML, Accounting, Volkov, Fiat, Lightning, UMA, You, Partnership, Cryptocurrency

GENEVA, March 6, 2024 /PRNewswire/ -- YouHodler, a Swiss-based Web3 fintech platform, today announced an exciting partnership with Lightspark to incorporate the cutting-edge Universal Money Addresses (UMA) technology into its suite of Web3 finance solutions for consumers and enterprises. This landmark integration, officially unveiled today at the 2024 Web3 Banking Symposium, will streamline near-instant online payments to and from the YouHodler platform. YouHodler is a key European financial institution to adopt UMA.

Key Points:

GENEVA, March 6, 2024 /PRNewswire/ -- YouHodler, a Swiss-based Web3 fintech platform, today announced an exciting partnership with Lightspark to incorporate the cutting-edge Universal Money Addresses (UMA) technology into its suite of Web3 finance solutions for consumers and enterprises.
This landmark integration, officially unveiled today at the 2024 Web3 Banking Symposium, will streamline near-instant online payments to and from the YouHodler platform.
This integration facilitates sending money to or from the YouHodler platform, whether fiat or crypto, as effortlessly as sending an email.
Our partnership with Lightspark, a frontrunner in online payments technology, ensures our platform remains at the forefront of Web3 fintech innovation."

Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform

Retrieved on:

Monday, February 12, 2024

AllianceBernstein, Putnam Investments, Investment, Growth, Spinal muscular atrophies, Lazard, You, Research, Financial adviser

CHICAGO, Feb. 12, 2024 /PRNewswire/ -- Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar U.S. Wealth Platform, after undergoing a rigorous selection process. This expansion offers increased flexibility and choice to advisors and their clients, elevating the advisor-investor experience.

Key Points:

CHICAGO, Feb. 12, 2024 /PRNewswire/ -- Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar U.S.
The newly added third-party SMAs have been curated from leading asset management firms including AllianceBernstein, Congress Asset Management, John Hancock Investment Management, Lazard Asset Management, Putnam Investments, and WCM Investment Management.
Wealth Platform & Investment Solutions at Morningstar Wealth.
For more information about Morningstar Wealth Platform and its expanded investment offering, please visit mp.morningstar.com.

Customer Focus Fuels SMB Optimism for 2024

Retrieved on:

Thursday, January 25, 2024

Aircall, the customer communication and engagement platform, today launches The Voice of SMBs 2024 global report .

Key Points:

Aircall, the customer communication and engagement platform, today launches The Voice of SMBs 2024 global report .
Surveying 1,400 employees at small to medium-sized businesses (SMBs) across North America, Australia, France, Germany, Spain, and the UK, the report explores the priorities of SMBs over the course of 2024 and their focus areas for efficient business growth.
When SMBs represent 95% of the world's companies and 70% of the world's population , Aircall sees the actionable insights and analysis therein to empower them to grow effectively in 2024, and turn challenges into opportunities for the SMB community.
With 61% of businesses saying they are prioritizing customer experiences over growth in the next year, it’s clear that there is a sea change in how businesses are looking to succeed in 2024.

ENVESTNET UNVEILS KEY TRENDS ESSENTIAL TO ADVISOR GROWTH IN 2024

Retrieved on:

Monday, December 18, 2023

BERWYN, Pa., Dec. 18, 2023 /PRNewswire/ -- With 2023 coming to a close, Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, announces significant trends shaping the future of financial advice. Drawn from research published by Envestnet's Market Intelligence Team, including an analysis of market data, third-party research, as well as an Envestnet survey fielded earlier this year, the comprehensive report highlights the evolving landscape of financial advisory services and the increasing role of technology in the sector – suggesting key themes and trends that will power advisor growth and shape the financial advice industry in 2024 and beyond.

Key Points:

"Our research highlights key trends such as industry and tech stack consolidation and convergence, the shift towards more complete financial life management, the growth opportunity for advisors offering retirement plans, and leveraging data and AI to provide personalized services.
Envestnet | MoneyGuide has been ahead of this trend, providing tools to enhance capabilities for advisors whose practices incorporate financial planning.
Empower and Envestnet recently partnered to launch an experience allowing plan sponsors to optimize retirement saving and planning for participants.
Financial advisors interested in learning more about these trends and insights are encouraged to contact Envestnet Market Intelligence for more information about the report.

Zero Hash is a founding infrastructure partner for Universal Money Addresses

Retrieved on:

Monday, October 23, 2023

UMA, Entrepreneurship, You, API, Hash, Cryptocurrency, Lightspark

CHICAGO, Oct. 23, 2023 (GLOBE NEWSWIRE) -- Today, Zero Hash, the leading crypto infrastructure platform, announced it is a founding infrastructure partner of Universal Money Addresses (UMAs).

Key Points:

CHICAGO, Oct. 23, 2023 (GLOBE NEWSWIRE) -- Today, Zero Hash, the leading crypto infrastructure platform, announced it is a founding infrastructure partner of Universal Money Addresses (UMAs).
It combines human-readable Lightning Addresses with real-time, global payment rails to make sending money, fiat or crypto as easy as sending an email.
“We're excited to bring Universal Money Addresses to our customers,” said Edward Woodford, Founder and CEO of Zero Hash.
“Zero Hash has been an innovator in building crypto infrastructure that enables any platform to embed crypto products natively and control their customers' experience.

Knightscope K1 Hemisphere Shipping Now - Available for Under $600 per Month

Retrieved on:

Friday, October 13, 2023

Security, Hardware, Robotics, Technology, Software, Multimedia, School, ATM, Facial recognition, You, Bull's eye level, Private, Production, Work, Autonomy, Knightscope, Hemisphere, Silicon

Knightscope, Inc. [Nasdaq: KSCP] (“Knightscope” or the “Company”), a leading developer of autonomous security robots and blue light emergency communication systems, today announces the production release of its K1 Hemisphere (“Hemisphere”) .

Key Points:

Knightscope, Inc. [Nasdaq: KSCP] (“Knightscope” or the “Company”), a leading developer of autonomous security robots and blue light emergency communication systems, today announces the production release of its K1 Hemisphere (“Hemisphere”) .
The Hemisphere is the Company’s smallest machine to date, yet it still provides “Half a World of Information at Your Fingertips.”
This press release features multimedia.
Upon completion of the evaluation period, Knightscope finalized the production details and approved a full product release.
The K1 Hemisphere is a perfect entry point into deploying Knightscope’s advanced technologies to help protect the places people live, work, study and visit.

SunFlora®, Inc. (Your CBD Stores™) Receives Settlement Payment from Former Store Owners and Successfully Defends Its Brand and Store Profitability

Retrieved on:

Wednesday, August 16, 2023

Squire Patton Boggs, CBD, LLP, Quality of life, District court, Multimedia, You, Plaintiff, Tobacco, Online shopping, List of generation II Pokémon

On July 20, 2023, U.S. District Court Judge Mary S. Scriven issued an Order of Dismissal which ended litigation proceedings between Sunflora and Plaintiffs.

Key Points:

On July 20, 2023, U.S. District Court Judge Mary S. Scriven issued an Order of Dismissal which ended litigation proceedings between Sunflora and Plaintiffs.
"We were extremely confident that Sunflora would prevail in this case because the facts and the law were on Sunflora's side.
Since Sunflora's launch in 2018, it has achieved a perfect winning record when it comes to defending and enforcing its commitment to excellence, brand integrity, and store profitability.
Your CBD Store® is the largest brick-and-mortar hemp retailer in America and the exclusive home of Sunmed™ products.