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Investments
Press Release
Jul 29, 2020
Inspire Investing Highlighted for Faith-Based ESG Investing Efforts in US SIF Foundation's 'Rise of ESG in Passive Investments' Report
Inspire Investing was highlighted for their work as faith-based ESG investment managers in the US Sustainable Investment Forum (SIF) Foundation's report titled "Rise of ESG in Passive Investments".
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Press Release
Jul 23, 2020
The Wealthy Investor Shares How to Trade and Invest in the Digital World
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Press Release
Jul 21, 2020
USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution
Single platform offering flexibility to support analytics and reporting for multiple institutional plans while enabling customizations to meet unique client needs
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Press Release
Jul 17, 2020
Inspire Launches World's First Actively Managed Faith-Based ETF
The Inspire Tactical Balanced ESG ETF (NYSE: RISN) is the world's first actively managed faith-based ETF.
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Press Release
Jul 14, 2020
iQUANT Expands Into Canada
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Press Release
Jul 9, 2020
ATFX Releases Dynamic Q3 Report
ATFX just released its Q3 2020 market outlook report: How will financial markets perform post-COVID-19?
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Press Release
Jun 23, 2020
The Wealthy Investor Releases Episode 125 of the Trading Stocks Made Easy Podcast
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Press Release
Jun 18, 2020
Biblical Mutual Fund LIONX Received Five-Stars by Morningstar
Biblically responsible Issachar Fund (ticker: LIONX) receives 5-star rating by Morningstar for risk-adjusted returns in Tactical Allocation category in both the 3-year and 5-year periods out of 217 and 173 funds, respectively, as of May 31, 2020.
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Press Release
Jun 11, 2020
ProManage Announces the Addition of New Senior Vice President
Author, Investor and Advisor, Dan Cassidy Joined the Firm in May
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Press Release
Jun 1, 2020
TRAU and DCIIA Announce Training and Education Partnership
Program Will Leverage TRAU's Ongoing Collaboration with UCLA's Anderson School of Management Executive Education to Create Institutional Certified 401(k) Professional Designation
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Press Release
Jun 1, 2020
Crystal Capital Partners Unveils Its FREE Alternative Investment Client Education Technology
With great limitations to meet in person as a result of coronavirus, traditional wealth management service models are being put to the test. Financial education will be vital to help clients feel close to the institutions and advisors who manage their wealth.
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Press Release
May 26, 2020
DCIIA Retirement Research Center Publishes Two New Reports on Custom Target Date Funds and Automatic Features
Updated and Expanded Industry Surveys Provide Unique Look at cTDF Trends and Evolution of Automatic Features in Defined Contribution Plans
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Press Release
May 22, 2020
CION Investment Corporation Amends and Consolidates Its Credit Facilities
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Press Release
May 19, 2020
Linqto's Global Investor Conference Focuses on Female-Founded Businesses Thriving During COVID-19
The event will highlight female leaders in business and host a fireside chat with Jesse Draper of Halogen Ventures
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Press Release
May 12, 2020
The Wealthy Investor Shares How to Trade Stocks Regardless of Market Condition
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Press Release
May 11, 2020
Archer Fund, the Innovative Private Mutual Fund, Announces a Generous Performance Fee Reduction
Archer Fund, one of the best-performing, privately-held mutual funds, is pleased to announce an important reduction of the performance fee to 9% for amounts $5,000-$25,000 and 7.5% for $25,000-$50,000 that will take effect on June 1, 2020. The fund is purely performance-based and does not charge any sale or redemption fees. Its managers get compensation only if they deliver great performance.
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Press Release
Apr 30, 2020
CARROLL Founder and CEO, Patrick Carroll, is Betting Big That COVID-19 Will Fundamentally Change Consumer Behavior
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Press Release
Apr 29, 2020
CARROLL's CEO Announces COVID-19 Relief and Investment
Patrick Carroll, CEO and Founder of CARROLL, with over $6 billion under management, is aggressively investing during this time of economic uncertainty.
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Press Release
Apr 29, 2020
DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire
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Press Release
Apr 27, 2020
JMTD Holdings, Private Equity Firm Sets Sights on Lower Middle Market E-Commerce Companies
JMTD Holdings, a private equity investment firm has announced that it is seeking to increase its strategic investments in lower and middle-market e-commerce companies
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Press Release
Apr 26, 2020
ATFX Launches Q2 2020 Report
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Press Release
Apr 6, 2020
Cache Ventures Launches Tech Fund and Acquires LeadOwl
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Press Release
Mar 26, 2020
Eagle Moon Hemp Launches Biomass Hemp Futures Program
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Press Release
Mar 25, 2020
The Wealthy Investor Releases Episode #118 of the Trading Stocks Made Easy Podcast
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Press Release
Mar 5, 2020
Inspire Investing's First Biblical ETFs Hit 3 Years of Trading
Inspire Investing's first two biblical ETFs, Inspire Global Hope ETF (NYSE: BLES) and Inspire Small Mid Cap Impact ETF (NYSE: ISMD), hit three years of trading last Thursday since their launch on the New York Stock Exchange on Feb. 27, 2017.
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Press Release
Mar 5, 2020
CNote Wins Spot on Impact Assets 50 List as Emerging Impact Investment Fund Manager
Women-led firm's unique approach to impact investing leads to its inclusion in the industry's first publicly available database of impact investing fund managers.
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Press Release
Mar 4, 2020
Defined Contribution Institutional Investment Association Announces Retirement Research Center Founding Members
Comprehensive Research Agenda Centers on Five Pillars
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Press Release
Feb 20, 2020
Phyto Partners Launches Phyto III Cannabis Focused Venture Capital Fund
Providing investors with a professionally managed vehicle to capitalize on the fastest growing industry in the world.
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Press Release
Feb 19, 2020
ClaroNav closes financing and celebrates strong growth
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Press Release
Feb 19, 2020
Symmetry Partners Releases 10 Worst Financial & Economic Predictions of 2019
Forecasting Failures from Wall Street Gurus, Economists & Leading Financial Institutions
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Press Release
Feb 19, 2020
Crystal Capital Partners Experiences 93% Growth in New Advisory Relationships
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Press Release
Feb 13, 2020
The Wealthy Investor Releases a New Podcast on the Importance of Rate of Returns
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Press Release
Feb 13, 2020
Investment Metrics Extends Fee Analyzer for Benchmarking Firm Portfolios Against Actual, Post-Negotiated Fees
New Capabilities and Expanded Data Set a New Standard for Institutional Management Fee Analysis
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Press Release
Feb 10, 2020
Crest View International Announces Plans for a Dedicated Research Office
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Press Release
Feb 7, 2020
Titans Get Together to Change the World
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Press Release
Jan 29, 2020
The Wealthy Investor Announces a New Podcast on Successful Stock Strategies
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Press Release
Jan 28, 2020
STORH Plastic-to-Fuels Market Update
Market Update January 2020
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Press Release
Jan 28, 2020
LotusGroup Successfully Closes $20 Million Founder Share Round for Longevity Fund
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Press Release
Jan 22, 2020
The Wealthy Investor Releases New Podcast Episode on Hot Stock Picks for 2020
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Press Release
Jan 21, 2020
Evallon Global Investment Provides Qualified Investors With Access to Alternative Platform
Global alternative investment manager kick starts 2020 with the opening of its alternative platform for retail-level investors.
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Press Release
Jan 9, 2020
Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growth
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Press Release
Jan 9, 2020
The Wealthy Investor Unveils a New Video on Digital Stocks in 2020
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Press Release
Dec 19, 2019
Strategic Portfolio Exit Proves Rewarding Return for ZT Corporate Investors
Completed sale of Altus Infusion reaps almost 10x total return on investment after escrow release
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Press Release
Dec 13, 2019
LotusGroup Successfully Closes $19.4 Million Capital Raise for Flagship IncomePlus Fund
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Press Release
Nov 18, 2019
Elevate Nutrition Launches Crowdfunding Investment Campaign via StartEngine
New York-based plant-based nutrition company founded by Jillian and Paul J. Salomone offers equity entrance into company at $2 per share.
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Press Release
Nov 13, 2019
Michelle McKinnon Joins Klingman & Associates as Wealth Advisor
Latest hire further broadens the firm's advisory team
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Press Release
Oct 29, 2019
In the Battle for Eyeballs, URBT TV Snags TV Affiliate in North Carolina WTNG Ch 7.13
As media giants Netflix and Disney fight for viewership, Urban TV Network / URBT TV ( OTCMKTS: URBT ) snags five hundred thousand new viewers in North Carolina with its affiliate WTNG channel 7.13
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Press Release
Oct 28, 2019
The Unbundling of Wealth Management: Zoe Financial's Stance
Zoe Financial released today a special report on Wealth Management's business model winners and losers in the coming decade
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Press Release
Oct 23, 2019
CION Investments Sees Growth of Interval Fund Structure Across Multiple Channels
CION Investments believes that the growing adoption of the interval fund structure as a vehicle to access alternative investments validates its belief that retail investors are willing to trade liquidity for portfolio diversification and enhanced yield
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Press Release
Oct 22, 2019
Freedom Leaf Wholly Owned Subsidiary Green Lotus™ Announces Second Successful Commercial Shipment to Mexico
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Press Release
Oct 17, 2019
CORRECTION: Inspire's Biblical ETF [NYSE: BLES] Exceeds Secular Benchmarks
The Inspire Global Hope ETF from biblically responsible investing (BRI) asset manager Inspire Investing outperformed benchmarks since inception.
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Press Release
Oct 17, 2019
Calvert Impact Capital Passes $500 Million Milestone in Distribution of Community Investment Notes™ via Incapital Network
Release of New Guide to Impact Investing to Help Financial Advisors Keep Pace with Growing Client Demand
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Press Release
Oct 16, 2019
iTrustCapital Announces Disruptive App for Precious Metals Investors
iTrustCapital, a Digital Asset trading platform for alternative assets in retirement accounts, announces new blockchain-based service to deliver a revolutionary new product for precious metals investors.
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Press Release
Oct 15, 2019
Inspire's Biblical ETF [NYSE: BLES] Exceeds Secular Benchmarks
The Inspire Global Hope ETF from biblically responsible investing (BRI) asset manager Inspire Investing outperformed benchmarks since inception.
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Press Release
Oct 8, 2019
Biblical Investing Leader Inspire Investing Launches New RIA Platform for Christian Financial Advisors
Inspire Investing attracts $130M in first 9 months with new Inspire Advisors registered investment advisory (RIA) platform dedicated to empowering Christian financial advisors to go all-in for God's glory in their advisory practices.
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Press Release
Oct 3, 2019
Investment Metrics Announces Strategic Alliance With Jackson Analytics to Streamline Asset Manager Data Collection Process and Bolster Leading Global Database
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Press Release
Oct 2, 2019
Inspire Launches First-Ever Biblically Responsible Index in Canada
The Inspire Canada ESG Index is a faith-based ESG (environmental, social and governance) index comprised of biblically aligned large cap companies domiciled in Canada, as measured by Inspire's revolutionary Inspire Impact Score methodology.
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Press Release
Oct 1, 2019
Rockfleet and ActiveAllocator Announce Alliance
Rockfleet adds new asset allocation technology and scales ActiveAllocator go-to-market initiatives.
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Press Release
Oct 1, 2019
Inspire Launches New International Biblical ETF
Inspire has just launched the Inspire International ESG ETF trading under the ticker WWJD.
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Press Release
Sep 26, 2019
Liquidity Digital and Securitize Announce Strategic Partnership
New Partnership Will Provide Capital Allocators an Edge in Linking Private Investment Opportunities via Digital Securities
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![CORRECTION: Inspire's Biblical ETF [NYSE: BLES] Exceeds Secular Benchmarks](files/8b/99/1a2fbcf3135193febeb55e1a64f5.jpg)
