The TRADE

JUNE 17, 2025

Trading Technologies International (TT) has launched a new pre-trade portfolio risk capability on its platform in a bid to bring new protections to its sell-side clients and facilitate increased trading opportunities for end-users. The post Trading Technologies unveils pre-trade portfolio risk functionality appeared first on The TRADE.

Portfolio

Midaxo

AUGUST 5, 2025

But as PwC notes , the most successful PE operating partners aren’t just pushing for performance—they’re collaborating with portfolio companies to unlock value together. That means equipping portfolio companies with a repeatable, tech-enabled M&A process —one tailored to your sector and scalable across platforms.

M&A

The TRADE

JULY 9, 2025

Bloomberg has partnered with Clearwater Analytics to provide a combined front-to-back investment offering for asset owners and asset managers. Laila Mirsepassi The collaboration combines Bloomberg’s investment solutions suite with Clearwater’s accounting solution and is set to support users in managing costs and reducing risk.

Investment Manager

The TRADE

AUGUST 6, 2025

Order management systems (OMSs) and execution management systems (EMSs) are becoming increasingly important for asset managers looking to optimise their trading workflows, however more than half of equity buy-side traders prefer to use separate systems, a new report by Coalition Greenwich has revealed. Despite some uptake of integrated OEMS systems (..)

Equities

Beyond M&A

AUGUST 4, 2025

When we work with founders and management teams during tech due diligence, we often discuss how to navigate the process. Within three months, their investor praised them as “the most investor-ready business in the portfolio.” But what doesn’t get said enough is what happens after the deal is signed. Little did they know… 📌 2.

Investors

The TRADE

JULY 14, 2025

BNY Buy-side Trading Solutions Legal & General Investment Management (LGIM) equity and foreign exchange trader Jamie Jones is set to leave the firm to join BNY’s expanding outsourced trading refit, as revealed by The TRADE. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading.

Investment Manager

The TRADE

JUNE 13, 2025

Virtu Financial has collaborated with cloud-native investment management solution provider, Limina to enhance buy-side workflows. The post Virtu Financial partners with Limina to enhance buy-side workflows appeared first on The TRADE.

Collaboration

CNBC: Investing

JULY 15, 2025

THE VIEWS AND OPINIONS EXPRESSED ARE THOSE OF THE CONTRIBUTORS AND DO NOT NECESSARILY REFLECT THE OFFICIAL POLICY OR POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC. JOSH BROWN IS THE CEO OF RITHOLTZ WEALTH MANAGEMENT AND MAY MAINTAIN A SECURITY POSITION IN THE SECURITIES DISCUSSED. Click here for the full disclaimer.

Stock

CNBC: Investing

JULY 19, 2025

It offers authorization, settlement and funding services, customer support, chargeback resolution, reconciliation and dispute management services, terminal rental, sales and deployment, payment security services, consolidated billing and reporting. Stock Market Value : $19.98B ($81.93 Stock Market Value : $19.98B ($81.93

Shares

Growth Business

JANUARY 22, 2025

As a matter of necessity, bootstrapped companies tend to be tightly run, with strong margins, satisfied customers, controlled expenses, and a strong emphasis on cash management. Bootstrapped companies have common challenges, with growth often constrained by a lack of capital, expertise in scaling a business and management.

Investors

The TRADE

FEBRUARY 10, 2025

Rokos Capital Management has appointed Sabina Awan as trading solutions consultant, based in London. Prior to that, she worked as global trading business manager. Before joining Fidelity International, Awan spent two years at Royal London Asset Management. Awan announced her appointment in a social media post.

Consulting

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investment management industry.

Business

MergersCorp M&A International

JUNE 25, 2025

M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).

Advisory

Solganick & Co.

DECEMBER 25, 2024

Focus on operational resilience With increasing connectivity and data volumes in IoT deployments, there is heightened focus on acquiring capabilities that enhance operational resilience, including technologies for supply chain management, cybersecurity, and data management. This acquisition will allow Rev.io

M&A

The TRADE

JULY 28, 2025

Diallo most recently served as head of trading at the firm, overseeing multi-strategy operations.    He was recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2021.  Previously in his career, Diallo served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon (..)

Trading

CNBC: Investing

JULY 31, 2025

But the silver lining there is that it doesn't take much to pick up portfolio income. "Jay Powell and the Fed are going slower and keeping yields higher longer – that's a good thing for bond investors," said Mary Ellen Stanek, president of Baird Funds and a portfolio manager on Baird's Core Plus Bond Fund (BCOIX).

Investors

Focus Investment Banking

JULY 22, 2025

Graycliff Partners is excited to add another impressive platform company to the firm’s growing portfolio,” commented Taylor Catarozoli, Managing Director at GCP Ascend. “We We believe that Richardson Saw & Lawnmower’s product and service offering are truly differentiators in the outdoor power equipment market. “It

Investment Banking

CNBC: Investing

JULY 28, 2025

NKE YTD mountain NKE YTD chart "We see the model at an inflection for revenue growth to re-accelerate into 2H26/FY27 following several quarters of franchise product lifecycle management & inventory liquidation headwinds," Boss wrote.

Media

MergersCorp M&A International

JUNE 14, 2025

Their profound understanding of advisory and strategic management consulting complements our deep expertise in capital markets. .” Venkat Krishnan, Principal at Spektrum Capital Advisors LLC, commented, “ We are thrilled to join forces with MergersCorp M&A International.

M&A

The TRADE

JUNE 17, 2025

The first trade in Nasdaq custom basket futures has been made by University of Cambridge Investment Management (UCIM) with a notional value of €80 million. The post University of Cambridge Investment Management makes first trade in Nasdaq custom basket futures appeared first on The TRADE.

Investment Manager

CNBC: Investing

JUNE 27, 2025

"For long-term investors, preferreds can provide high-quality, diverse, and durable portfolio income," Sileo wrote. More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq.

Securities

CNBC: Investing

JULY 10, 2025

Investors are looking for opportunities in alternative asset managers and in cybersecurity. Alternative asset managers Ben Snider of Goldman Sachs sees opportunity in alternative asset managers. Worldwide Exchange airs at 5 a.m. ET each day.) One also issued a bearish call on the U.S. dollar due to tariffs.

Asset Management

How2Exit

JULY 7, 2025

From flipping sports franchises to running M&A at Quickbase (a Vista Equity Partners portfolio company), he’s seen all sides of the deal table. “The Box of Preference” is Everything Quickbase builds a scorecard of 20+ quantitative and qualitative metrics (growth rate, retention, IP, management strength) to assess fit.

M&A

CNBC: Investing

JULY 25, 2025

And I think you're going to see that continued benefit as you go into June," Niles, the founder of Niles Investment Management, said Friday morning on CNBC's " Squawk on the Street." It grew 2% faster than it did in the December quarter.

Investors

The TRADE

AUGUST 8, 2025

Previously in his career, he has held positions across investment portfolio and investment management teams at SVS Securities and State Street. Prior to this, he worked at Winterflood Securities for more than eight years within the firm’s UK equities market making division as a UK equities dealer.

Capital Market

Solganick & Co.

DECEMBER 23, 2024

Focus on operational resilience With increasing connectivity and data volumes in IoT deployments, there is heightened focus on acquiring capabilities that enhance operational resilience, including technologies for supply chain management, cybersecurity, and data management. This acquisition will allow Rev.io

M&A

The TRADE

JULY 4, 2025

So again, the income for the asset managers is being reduced but there’s still work to be done after that, wins to be generated. Asset managers can look at their core focus, their bread and butter – where they generate the most alpha – but as businesses evolve, they take on bits. So how do we do that?

Trading

CNBC: Investing

JULY 28, 2025

Shares of the investment management company have gained about 22% over the past three months. In addition, director Fabrizio Freda offloaded 4,400 shares at an average price of around $1,120 apiece. That makes for a total of $4.98 The sale reduced Freda's holdings by 56%. per share, bringing the sale total to $11.62 million.

Sale

CNBC: Investing

JULY 16, 2025

"[Management] commentary on the call was upbeat given indications that lending and capital markets had acceleration as 2Q25 progressed. Noting a rise in investment banking activity over the course of the quarter, the bank also hiked its forecast for full-year net interest income – a measure of profitability – to approximately $95.5

S&P

CNBC: Investing

JUNE 12, 2025

"Goldman's presence in the private credit space dating back to the mid-90s, history of strong risk management (superior client selection) should reduce the risk from any potential credit volatility in this space," the analyst said. Shares have added 9% in 2025, and have gained about 4% in June.

Stock

CNBC: Investing

JUNE 6, 2025

Later in the month, Waste Management holds an investor day on June 24 at the New York Stock Exchange. Humana , which has an investor conference on June 16, was also included in that group. The health insurance stock has fallen about 10% year to date. HUM YTD mountain Shares of Humana have retreated in 2025.

Stock

CNBC: Investing

JULY 28, 2025

"Management cited an expanding customer file and traffic growth across brands, while conversion rates & lower AUR primarily drove the -3% comp decline as the Spring/Summer product assortment did not resonate as planned," he wrote. This approach could continue into the second half of this year.

Media

CNBC: Investing

JUNE 28, 2025

" Datadog "Its strong execution is reflected in: 1) healthy 20%+ revenue growth; 2) active participation in the AI theme; and 3) strong release pace of new and differentiated products. This should translate into its strong revenue growth and execution trend continuing. …

Stock

CNBC: Investing

JUNE 26, 2025

However, it believes that any risks resulting from this setup should still be manageable. " UBS cautioned that the enterprise adoption pillar remains the one most at risk, given companies' slower adoption, a more uncertain investment return and the specific configuration necessary to adapt AI to individual needs.

Stock

The TRADE

AUGUST 5, 2025

Read more – Kepler Cheuvreux and Unigestion unveil joint €3 billion asset management plans Jean-Pierre Ané, deputy chief executive, in charge of business development at Kepler Cheuvreux said: “Their [Halo’s] technology and global reach perfectly complement our structured solutions and capital markets expertise.

Investment

CNBC: Investing

JULY 14, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Stock

CNBC: Investing

JULY 12, 2025

What's happening Starboard intends to engage with Tripadvisor's management and board regarding opportunities for value creation. Starboard has taken a total of 158 prior activist campaigns in its history and has an average return of 22.34% versus 13.18% for the Russell 2000 over the same period. Tripadvisor is owned in the fund.

Media