FinFit

Investing.Com | January 21, 2020

The S&P turned positive Tuesday as investors continued to chase tech stocks higher ahead of key earnings for the sector. The S&P 500 added 0.11%, while the Nasdaq Composite gained 0.22% and the Dow Jones Industrial Average fell 0.06%. Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) led a turnaround in tech stocks following bullish remarks from Wall Street. Jefferies upgraded its rating on Intel (NASDAQ:INTC) to hold from underperform, sending Intel 2% higher. The investment firm said it expec...

Financial Management, Fintech

Businesswire | July 27, 2023

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, today unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors to build robust, personalized client portfolios incorporating alternatives and structured investments. Advisors can use Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured i...

Financial Management

Sezzle and Klaviyo | August 18, 2022

Sezzle, a leader in the Pay in 4 industry, today announced the launch of a new direct integration with Klaviyo. Klaviyo is a leading customer platform that helps over 100,000 paying users maximize revenue, increase repeat sales, and improve retention with personalized emails and SMS. With Sezzle's integration, Klaviyo merchants are able to launch email & SMS campaigns with flexible financing messaging. Even with the ever-evolving landscape of the eCommerce s...

PR Newswire | July 31, 2020

OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...