Hillcrest Asset Management recently published a thought piece about opportunities in value investing.
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SAN FRANCISCO – October 2, 2019 – Credit Sesame, the leading consumer credit health management platform, today announced Pablo Gaito is joining its executive team as its first Chief People Officer. Gaito brings 20 years of operations and people management experience from large companies like Cargill, Gap Inc., and ServiceNow to Credit Sesame. He will be focused on developing a world-class and rapidly scaling people operations function in the light of the company’s IPO plans.
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Fidelity Investments said Wednesday it had teamed up with Ethic, which describes itself as a “tech-driven asset manager,” to allow financial advisors working with Fidelity to create personalized values-based portfolios for clients.
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SAN FRANCISCO — August 30, 2019 — Credit Sesame, the leading consumer credit health management platform, today announced it has closed over $43 million in equity and debt funding. ATW Partners, a New York City-based growth stage investor, led the latest equity round with participation from existing investors. Credit Sesame backers include Menlo Ventures, Inventus Capital, Globespan Capital, IA Capital Groups, Symantec, Capital One Ventures, and Stanford University, among others. Furthermore, Credit Sesame expects more investors to join the round.
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San Francisco, Calif. – Sept. 4, 2019 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Jackson National Life Insurance Company® (“Jackson®”) announced a new strategic alliance to bring the carrier’s popular advisory annuity products to fee-only advisors through the independent Registered Investment Advisor (“RIA”) channel. Three of the carrier’s fee-based products are now available through RetireOne’s platform: two variable annuities – Perspective Advisory IISM and Elite Access Advisory IISM – and one fixed index annuity (“FIA”), MarketProtector Advisory®.
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