Financial Engineering News

50 Companies Live with ForUsAll’s Retirement Platform that Delivers Crypto to the 401(k)

Retrieved on: 
Thursday, November 3, 2022
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More than 50 of ForUsAlls customers have enabled access to cryptocurrency investments for their participants, with over 100 more expected to be live in the coming weeks.

Key Points: 
  • More than 50 of ForUsAlls customers have enabled access to cryptocurrency investments for their participants, with over 100 more expected to be live in the coming weeks.
  • Leading companies like Stacks Foundation, Compass Mining, NuHire and BOND are among the companies who have made the Alt401(k) available to their employees.
  • ForUsAlls Alt401(k) retirement platform provides a simple menu of low-cost mutual funds alongside self-directed windows that allow employees to seek additional growth opportunities in the broader universe of stocks, ETFs, Bonds and now cryptocurrency.
  • 95% of the Fortune 500 companies surveyed are exploring blockchain technology, as are nearly 100 central banks - the potential for widespread adoption is significant.

ZICIX+CTIP-FII UPDATES STOCKHOLDERS ON PROJECTS ON-GOING

Retrieved on: 
Tuesday, September 6, 2022
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The Project selections are growing as the demand to build government infrastructure projects especially in the developing countries are high under what is called Public-Private-Partnership (PPP) Mode.

Key Points: 
  • The Project selections are growing as the demand to build government infrastructure projects especially in the developing countries are high under what is called Public-Private-Partnership (PPP) Mode.
  • There are several private projects are also being worked out, but CTIP-FII is continuing its conduct of due diligence as it moves along.
  • They lead an oversight committee to undertake the financing and development of the Projects.
  • It is envisioned that the actual development of some of these Projects will start very soon.

Billtrust Announces Kelli Negro as Chief Marketing Officer Amid B2B Accounts Receivable Leader’s Global Expansion

Retrieved on: 
Tuesday, November 16, 2021
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Billtrust (NASDAQ: BTRS), a B2B accounts receivable automation and integrated B2B payments leader, has announced that Kelli Negro has joined the company as Chief Marketing Officer.

Key Points: 
  • Billtrust (NASDAQ: BTRS), a B2B accounts receivable automation and integrated B2B payments leader, has announced that Kelli Negro has joined the company as Chief Marketing Officer.
  • View the full release here: https://www.businesswire.com/news/home/20211116006288/en/
    Kelli Negro, Billtrust Chief Marketing Officer (Photo: Business Wire)
    I am proud to welcome Kelli to our executive team, said Billtrust President Steve Pinado.
  • "Billtrust is known for its exceptional commitment to its customers, best-in-class technology and unparalleled brand reputation," said Negro.
  • Negro brings extensive marketing leadership experience and a proven track record of driving transformative growth for leading fintech and software companies.

Renowned Finance Expert John Hull to Serve as Senior Advisor to GARP’s FRM Advisory Committee

Retrieved on: 
Wednesday, October 27, 2021
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The Global Association of Risk Professionals (GARP) announced today that the renowned finance expert John Hull will serve as senior advisor to its FRM Advisory Committee.

Key Points: 
  • The Global Association of Risk Professionals (GARP) announced today that the renowned finance expert John Hull will serve as senior advisor to its FRM Advisory Committee.
  • In that role, Hull will help ensure the coverage, completeness, and relevance of the Financial Risk Manager (FRM) Program, the worlds leading program in risk management.
  • Hull will play a critical role in overseeing the review of existing material and the creation of new material in the FRM program.
  • We are thrilled to have John providing his expertise to the FRM Advisory Committee, said Richard Apostolik, president and CEO of GARP.

EP Wealth Advisors® Sets Stage for Accelerated Growth

Retrieved on: 
Thursday, August 12, 2021
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EP Wealth Advisors, LLC (EP Wealth), an independent registered investment adviser (RIA) on a mission to provide clients with personalized advice through integrated financial planning, investment management, tax and estate planning, has added Ryan Parker to the executive team as Chief Growth Officer.

Key Points: 
  • EP Wealth Advisors, LLC (EP Wealth), an independent registered investment adviser (RIA) on a mission to provide clients with personalized advice through integrated financial planning, investment management, tax and estate planning, has added Ryan Parker to the executive team as Chief Growth Officer.
  • Before joining EP Wealth, Parker was President and CEO of Wealth Management for Citizens Bank and served as CEO of Edelman Financial Services through its merger with Financial Engines.
  • Complementing this activity, EP Wealth has experienced significant organic growth and eyes further expansion in the second half of 2021 and beyond.
  • Wealth Partners Capital Group (WPCG) is a financial services holding company, which has partnered with EP Wealth Advisors (EP Wealth).

Manulife Investment Management takes a multipronged look at the role of sustainable investing and ESG analysis in its latest Global Intelligence report

Retrieved on: 
Wednesday, July 28, 2021
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"One enduring outcome of the past year is the importance of sustainability," said Paul R. Lorentz, president and CEO of Manulife Investment Management.

Key Points: 
  • "One enduring outcome of the past year is the importance of sustainability," said Paul R. Lorentz, president and CEO of Manulife Investment Management.
  • "Against this backdrop, we devote much of the latest edition of Global Intelligence to examining those sustainability scenarios and their impact on investments and investment decisions."
  • Christopher P. Conkey, CFA, global head of public markets at Manulife Investment Management, said, "Sustainable investing is no longer an option.
  • Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation.