BNY

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Retrieved on: 
Tuesday, April 2, 2024

Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, announced a collaboration that will provide financial advisors with a best-in-class annuity management experience.

Key Points: 
  • Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, announced a collaboration that will provide financial advisors with a best-in-class annuity management experience.
  • Pershing will transmit brokerage account details to Luma, and Luma will provide brokerage account, product, and user information to Subscribe®, Pershing’s proprietary annuity application.
  • “Offering our clients easy access to Luma provides an enhanced annuity and retirement planning experience,” said Sareena Dalla Brookshire, Chief Product Officer, BNY Mellon’s Pershing.
  • “Through Subscribe, our proprietary annuity application, Pershing clients have access to a robust set of features to help them manage their annuity business.”

BNY Mellon Municipal Bond Infrastructure Fund, Inc. (NYSE: DMB) Announces Distribution

Retrieved on: 
Tuesday, April 2, 2024

BNY Mellon Municipal Bond Infrastructure Fund, Inc. (NYSE: DMB) today announced a distribution of $0.0300 per share of common stock, payable on May 1, 2024 to shareholders of record at the close of business on April 17, 2024.

Key Points: 
  • BNY Mellon Municipal Bond Infrastructure Fund, Inc. (NYSE: DMB) today announced a distribution of $0.0300 per share of common stock, payable on May 1, 2024 to shareholders of record at the close of business on April 17, 2024.
  • BNY Mellon Investment Management is one of the world’s largest asset managers, with $2.0 trillion in assets under management as of December 31, 2023.
  • Through a client-first approach, BNY Mellon Investment Management brings investors specialist expertise through its seven investment firms offering solutions across every major asset class and backed by the breadth and scale of BNY Mellon.
  • BNY Mellon Investment Management is a division of BNY Mellon, which has $47.8 trillion in assets under custody and/or administration as of December 31, 2023.

BNY Mellon Municipal Bond Closed-End Funds Declare Distributions

Retrieved on: 
Wednesday, March 27, 2024

Through a client-first approach, BNY Mellon Investment Management brings investors specialist expertise through its seven investment firms offering solutions across every major asset class and backed by the breadth and scale of BNY Mellon.

Key Points: 
  • Through a client-first approach, BNY Mellon Investment Management brings investors specialist expertise through its seven investment firms offering solutions across every major asset class and backed by the breadth and scale of BNY Mellon.
  • Additional information on BNY Mellon Investment Management is available on www.bnymellonim.com .
  • BNY Mellon Investment Management is a division of BNY Mellon, which has $47.8 trillion in assets under custody and/or administration as of December 31, 2023.
  • BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).

Degreed Visionary Award Winners 2024 celebrated at annual LENS event

Retrieved on: 
Tuesday, March 12, 2024

Degreed , the enterprise platform that makes it easier for hundreds of companies globally to engage their workforce in skills-first learning, celebrated innovation and impact in learning at the 2024 Visionary Awards at LENS , its annual flagship conference where L&D’s greatest thinkers meet to innovate and share their experiences.

Key Points: 
  • Degreed , the enterprise platform that makes it easier for hundreds of companies globally to engage their workforce in skills-first learning, celebrated innovation and impact in learning at the 2024 Visionary Awards at LENS , its annual flagship conference where L&D’s greatest thinkers meet to innovate and share their experiences.
  • Exness was awarded Gold due to its impressive number of skill ratings and consistent skills taxonomy usage.
  • Using Checkr’s annual personal learning stipend, Brandon has upskilled in compliance and advertising law, plus invested in Continuing Legal Education and supporting books.
  • Nate Kimmons, Chief Revenue Officer at Degreed said, “Degreed customers consistently push the boundaries of learning to better align with what their organizations need.

BestEx Research Appoints Sandra Delmore Managing Director of Client Success to Drive Enhanced Client Experience and Satisfaction

Retrieved on: 
Thursday, March 21, 2024

STAMFORD, Conn., March 21, 2024 /PRNewswire/ -- BestEx Research Group LLC, a provider of high-performance algorithmic execution and measurement solutions for equities, futures, and foreign exchange trading, today announced the appointment of Sandra Delmore as Managing Director of Client Success.

Key Points: 
  • STAMFORD, Conn., March 21, 2024 /PRNewswire/ -- BestEx Research Group LLC, a provider of high-performance algorithmic execution and measurement solutions for equities, futures, and foreign exchange trading, today announced the appointment of Sandra Delmore as Managing Director of Client Success.
  • Sandra is tasked with enhancing all aspects of customer experience including onboarding, engagement, soliciting and acting on feedback, and issue resolution, contributing to the experience and satisfaction in using the BestEx Research execution platform across asset classes.
  • Sandra's experience and relationships in electronic trading uniquely position her to lead our efforts to provide a quality experience to our customers and satisfaction in every execution with us," said Hitesh Mittal, Founder & CEO of BestEx Research.
  • Sandra Delmore joins BestEx Research with more than 20 years of experience in equities trading with a focus on strategic global relationship management.

Saba Launches Campaign to Improve the Boards of 10 Poorly Governed and Underperforming Closed-End Funds Managed by BlackRock

Retrieved on: 
Wednesday, March 6, 2024

Last year, a leading independent proxy advisory firm chastised BlackRock for its ‘ abusive’ governance.

Key Points: 
  • Last year, a leading independent proxy advisory firm chastised BlackRock for its ‘ abusive’ governance.
  • Saba also won a lawsuit against BlackRock that should have ended its illegal efforts to deprive shareholders of their right to vote all of their shares.
  • BlackRock acts as if federal law does not apply to its CEFs by blatantly ignoring the Investment Company Act.
  • Under the Entrenchment Bylaw, any share not voted in a contested election is counted as a vote for BlackRock.

BNY Mellon Municipal Bond Infrastructure Fund, Inc. (NYSE: DMB) Announces Distribution

Retrieved on: 
Monday, March 4, 2024

BNY Mellon Municipal Bond Infrastructure Fund, Inc. (NYSE: DMB) today announced a distribution of $0.0300 per share of common stock, payable on April 1, 2024 to shareholders of record at the close of business on March 19, 2024.

Key Points: 
  • BNY Mellon Municipal Bond Infrastructure Fund, Inc. (NYSE: DMB) today announced a distribution of $0.0300 per share of common stock, payable on April 1, 2024 to shareholders of record at the close of business on March 19, 2024.
  • BNY Mellon Investment Management is one of the world’s largest asset managers, with $2.0 trillion in assets under management as of December 31, 2023.
  • Through a client-first approach, BNY Mellon Investment Management brings investors specialist expertise through its seven investment firms offering solutions across every major asset class and backed by the breadth and scale of BNY Mellon.
  • BNY Mellon Investment Management is a division of BNY Mellon, which has $47.8 trillion in assets under custody and/or administration as of December 31, 2023.

BNY Mellon Municipal Bond Closed-End Funds Declare Distributions

Retrieved on: 
Wednesday, February 28, 2024

Through a client-first approach, BNY Mellon Investment Management brings investors specialist expertise through its seven investment firms offering solutions across every major asset class and backed by the breadth and scale of BNY Mellon.

Key Points: 
  • Through a client-first approach, BNY Mellon Investment Management brings investors specialist expertise through its seven investment firms offering solutions across every major asset class and backed by the breadth and scale of BNY Mellon.
  • Additional information on BNY Mellon Investment Management is available on www.bnymellonim.com .
  • BNY Mellon Investment Management is a division of BNY Mellon, which has $47.8 trillion in assets under custody and/or administration as of December 31, 2023.
  • BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).

BNY Mellon High Yield Strategies Fund Declares Distribution and Announces Increase in Monthly Distribution Amount

Retrieved on: 
Tuesday, February 27, 2024

*

Key Points: 
  • *
    BNY Mellon Investment Adviser, Inc., the investment adviser for the Fund, is part of BNY Mellon Investment Management.
  • BNY Mellon Investment Management is one of the world’s largest asset managers, with $2.0 trillion in assets under management as of December 31, 2023.
  • Through a client-first approach, BNY Mellon Investment Management brings investors specialist expertise through its seven investment firms offering solutions across every major asset class and backed by the breadth and scale of BNY Mellon.
  • BNY Mellon Investment Management is a division of BNY Mellon, which has $47.8 trillion in assets under custody and/or administration as of December 31, 2023.

FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2024 GRANT RECIPIENTS

Retrieved on: 
Tuesday, January 30, 2024

Once completed, the revised curriculum will be tested among financial planning students from Texas Tech University’s Charles Schwab Foundation Personal Financial Planning Clinic.

Key Points: 
  • Once completed, the revised curriculum will be tested among financial planning students from Texas Tech University’s Charles Schwab Foundation Personal Financial Planning Clinic.
  • “The update to this curriculum aims to enhance the comprehensive training and preparation of future financial professionals and pro bono providers,” says Durband.
  • “Our flagship Entrepreneur Empowerment Program works hard to provide personal and business financial training to nearly 60 early-stage small business owners annually.
  • Since its inception, our Pro Bono for Cancer program has served over 2,340 families via the volunteer efforts of 664 financial planners.