OneVest, a wealth management technology platform, announced the closure of a $20 million Series B equity funding round.

Under the agreement, the companies will integrate UptimeAI’s AI-powered platform into Yokogawa’s  OpreX Asset Health Insights ...

Encore Renewable Energy, a clean power developer, lined up $389 million in loans and tax-equity financing from Brookfield ...

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held ...

Invesco Ltd. has shown a significant increase in assets under management, which is expected to drive revenue and free cash ...

Yokogawa Electric Corporation and UptimeAI Inc. announced a strategic agreement aimed at dramatically enhancing asset ...

She graduated from the University of Texas at Austin with a degree in journalism. Asset management software helps businesses and organizations monitor and track their digital and tangible assets ...

In what the firms describe as a first-of-its-kind collaboration, 401(k) fintech provider Pontera and wealthtech provider Orion have launched a new integration that will empower advisors to deliver ...

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts.

Global logistics provider C.H. Robinson launches C.H Robinson Financial, a new suite of digital payment solutions that aims ...

Portfolio management is how you set yourself up for ... Cost basis is the original value of an asset, usually the purchase price, adjusted for stock splits, dividends, and return of capital ...