Vest Financial, the fintech company that created buffered or defined-outcome ETFs, is unveiling a so-called “synthetic loan” platform for advisors to offer their clients. The platform, called ...

Discover how to calculate covariance to assess stock relationships and optimize your portfolio, balancing risk and potential ...

In this animated explainer video, we unpack what portfolio finance is, why it’s gaining traction, and how it’s helping investors tap into private markets with flexibility, diversification, and ...

Management described ongoing momentum into the fourth quarter, with continued strong origination volumes and robust securitization activity. Penn noted, "We've used a chunk of the proceeds to grow the ...

Portfolio diversification might sound like a chore, but it’s worth the effort in 2026, given how dominant the artificial ...

Apollo (APO) and Santander (SAN) announced that Apollo-managed funds and affiliates have agreed to invest in an approximately $370M portfolio of infrastructure credit. The transaction was led by ...

Dawson raises its largest fund since inception Portfolio Finance 6 exceeded its target of US$6.0 billion, closed oversubscribed at its US$7.0 billion hard cap, and when including affiliated coinvest ...

An announcement from Consumer Portfolio Services ( (CPSS)) is now available. Consumer Portfolio Services (CPS) is at the forefront of sub-prime automobile financing, offering indirect loans through ...

DUBLIN--(BUSINESS WIRE)--CDB Aviation, a wholly owned Irish subsidiary of China Development Bank Financial Leasing Co., Ltd. (“CDB Leasing”), announced today that the lessor entered into a US$700 ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Thoughtful evaluation is an important step toward ensuring that the investments inside your retirement plan support your long ...